- Applied project management skills using both Agile and Waterfall methodologies, collaborating with corporate sponsors such as RevoltTV, Twix, Starbucks, and various financial firms.- Served as Scrum Master, managing and implementing epics and stories from functional, marketing, and IT perspectives.- Acted as a subject matter expert in project management applications, including SharePoint, MS Project, MS Office, Lotus, and Visio.- Managed Agile processes, including backlog refinement, sprint planning, and tracking of stories and epics using JIRA and Confluence.- Oversaw the full Software Development Life Cycle (SDLC) for projects in the digital marketing and finance sectors.

- Collaborated with third party vendors and stakeholders to deliver Compliance Technology projects supporting AQMM, Omnia, and Hanzo programs.- Managed daily scrum meetings for the Hanzo project to mitigate risks, resolve issues, and produce daily progress reports on JIRA tickets.- Delivered compliance deliverables for ServiceNow/Delivery Portal, including status reports, budget tracking, design reviews, ethical assessments, PI Plans, performance metrics, and penetration testing requests.- Provided technical leadership on high-impact projects, ensuring adherence to change management procedures throughout development and implementation.- Analyzed complex situations to contribute to the development of standards and strategies across functional areas.- Collaborated with teams to achieve project objectives and negotiated with internal and external parties for successful outcomes.- Partnered with business teams to translate strategies into design and technical requirements, working closely with development for successful implementation.- Created use cases in JIRA to guide application design and development.- Worked with technical architects to draft solutions documentation and oversee project execution.- Negotiated and prioritized tasks with managers to align project objectives with strategic goals.- Managed project execution and communication between partner systems and development teams, ensuring deadlines and milestones were met.- Maintained project and JIRA artifacts, actively managing sprints and backlogs for accurate status tracking.- Oversaw Confluence documentation, ensuring all technical deliverables were documented and accessible.

- Managed the tooling deliverables roadmap for service management tool capabilities within the book of work.- Coordinated and led efforts to ensure key deliverables were aligned with the central program team.- Prepared status reports and communication documents to meet governance and compliance requirements.- Conducted requirements gathering by evaluating services, analyzing data, and interviewing end users.- Documented business processes and requirements, collaborating with stakeholders to prioritize initiatives.- Identified systems and individuals impacted by functional and non-functional requirements.- Planned and oversaw the rollout of implemented technical tooling solutions to the stakeholder community.

- Served as a subject matter expert and owner of specific front-to-end model risk governance aspects across US operations, including managing the model inventory process, coordinating model risk reporting, and overseeing stakeholder training related to the model risk governance framework, policies, and committee structures.- Managed Model Risk Governance for the US region in compliance with SR 11-7, OCC 2011-12, and SR 15-18 regulatory requirements.- Oversaw the regional model inventory process, maintaining and managing parts of the inventory while collaborating with Global Model Validation and Governance (GMVG) teams, model owners, and developers to establish and track model validation plans.- Compiled model risk reports, aggregating model usage, validation findings, and remediation actions across various risk types.- Led stakeholder management efforts to track and escalate model risk governance issues, including regulatory initiatives and remediation actions, while coordinating ongoing training.- Executed project management for multiple parallel programs, identifying intersections to track progress and ensure timely delivery of program objectives.- Ensured regulatory compliance with SR 11-7 guidance for model risk management.- Acted as a subject matter expert during interactions with auditors and regulators regarding assigned governance responsibilities.- Strengthened internal relationships by effectively communicating model risk governance and validation issues across all levels of the organization, including senior management, front office, quantitative teams, risk managers, and finance stakeholders.

- Acted as the primary liaison between the PMO, key workstream stakeholders, and the CCAR central steering committee (including the CFO), ensuring data quality for weekly program updates presented to the CCAR Executive Group (CEG), the FED, and Board meetings.- Served as the main point of contact between CCAR model owners, Internal Model Review (IMR), and Audit, ensuring the timely delivery of remediation assurance attestations.- Developed the CCAR submission project plan using Microsoft Project, coordinating with key stakeholders across all workstreams.- Created discussion materials for internal stakeholders, including the Board, CFO, and CCAR Steering Committee, as well as for external audiences such as the FED.- Reviewed and challenged primary model documentation submissions for the completion of RMO closure packs.

- Led the workstream for the Target Operating Model, Controls, and User Interface, successfully delivering critical PM/BA deliverables and ensuring the completion of Risk and Change Management requirements.- Managed weekly PMO reporting, providing key data such as RAG status, accomplishments, budget forecasting, and risk/issues tracking.- Developed Controls Business Requirements Documentation to ensure optimal data quality for end-to-end processing of CCAR risk schedule reports (FR Y14A and FR Y14Q).- Managed the development of the Global Market Shock (GMS) IShock CCAR annual stress testing Target Operating Model (TOM), ensuring review and sign-off from key stakeholders, including Risk Management, Front Office IT, Product Control, and IB Middle Office.- Developed and managed CCAR IST and UAT test scripts throughout the test and implementation phases of the project life cycle.- Tracked key risks and issues related to IST and UAT test scripts using the HP Application Lifecycle Management (ALM) tool.- Created User Interface Business Requirements Documentation for the target state Risk Reporting Application (Mercury), capturing all Risk Management user stories to report stressed in-scope data to the IHC Central Committee.- Analyzed validation thresholds required for each step of the IShock stress test, advising business and IT stakeholders.- Conducted analysis of key Front Office/Back Office reconciliation processes to identify critical functional and business requirements, ensuring compliance with CCAR annual stress testing mandates.- Oversaw the development of Functional Specifications Documentation for handoff to IT Risk Technology teams, supporting the automation of IHC and CCAR risk reporting.

- Analyzed Dodd-Frank Enhanced Prudential Standards for Large Foreign Banking Organizations to develop a targeted requirements-gathering questionnaire for key Risk and Compliance stakeholders.- Gathered requirements from key BNPP compliance stakeholders for the development of a workflow, data repository, and reporting tool.- Coordinated with BNPP subsidiaries, Bank of the West and First Hawaiian Bank, to present investment bank business requirements and gather unique subsidiary-level requirements for comprehensive IHC-level reporting.- Developed eight business requirements documents for key compliance workstreams, including regulatory change management, regulatory inventory, and policies and procedures.- Conducted workstream process analysis and developed current and future state workflows in preparation for the Chief Compliance Officer (CCO) on-boarding briefing.- Created a comprehensive requirements presentation for review by the CCO and senior stakeholders.- Performed due diligence and cost analysis of external reporting tool vendors to identify the most suitable provider.- Designed an automated Excel-based project timeline tool for the PMO team to track tasks, RAG status, completion percentage, and responsible parties.- Developed functional dashboard mock-ups to provide IT resources with visual representations of the IHC tool interface.- Identified key system data elements to be sourced by the IHC tool to enable accurate reporting in compliance with FBO mandates.- Coordinated the overhaul of the program's SharePoint site, ensuring transparency across all Business, PMO, and Technology stakeholders.

- Led functional business analysis for the data transformation workstream, ensuring test data was successfully reconciled from source systems through the Enterprise Risk Interface (ERI) to the back-end reporting application.- Coordinated with senior risk and compliance stakeholders to determine the necessary systemic ERI reporting treatment for CCAR annual stress testing mandates.- Collaborated with business stakeholders to identify the required source data elements for successful ERI reporting.- Developed systemic processes for handling shared facility records within the ERI interface, enabling accurate value aggregation at the Institutional ID level.- Coordinated requirements gathering from key Business and Credit Risk stakeholders to implement internal system overhauls, mitigating regulatory risks.- Managed the Liquidity Servicing data sourcing and transformation into the Enterprise Risk Integration (ERI) platform.- Oversaw UAT testing through SQL query analysis, test case scenarios, and defect tracking, leveraging the JIRA tool.- Acted as a liaison between domestic and international technology teams and business stakeholders to fulfill business needs using Agile methodology.- Managed and supported communications and middle-office efforts to ensure the successful completion of the Enterprise Derivatives Reform initiative.- Served as the primary liaison between the program workstream and legal/risk teams to ensure marketing and training content was compliant and approved for internal and external dissemination to BNYM relationship managers and clients.- Developed Dodd-Frank Reform training content for internal and external audiences, including BNYM relationship managers and global clients, addressing mandatory clearing deadlines for CAT 1, 2, and 3 compliance.

- Managed consumer sales, consistently delivering a minimum of $45K in monthly revenue by leveraging targeted sales strategies, customer relationship management, and data-driven decision-making to optimize performance and meet business objectives.- Cultivated business and organizational partnerships to drive consumer sales growth, identifying key industry partners and building strong, mutually beneficial relationships. This included outreach, negotiations, and collaborations with organizations to expand the customer base and increase revenue streams.- Established strategic partnerships by securing at least one organizational partner per Power Circles program (both live and digital), enhancing program visibility and customer engagement while driving sales. This involved tailored pitches, relationship-building, and creating value propositions aligned with partner goals.- Provided event support, including the relaunch of Flow Dating and other introduction events, to increase brand exposure and consumer engagement. Coordinated logistics, marketing, and on-site management to ensure the success of live and virtual events, contributing to overall sales growth and participant satisfaction.- Supported the identification of matches during Flow Dating events by facilitating participant interactions, assessing compatibility based on shared interests, and providing personalized follow-ups to enhance customer experience and long-term engagement with the program.

- Successfully delivered multiple regulatory reform projects for Investment Banking and Corporate Treasury throughout the project life cycle, minimizing risk exposure for JP Morgan Chase and ensuring compliance with Dodd-Frank Act legislation.- Managed the Brazil OTC and Notes project, implementing local GAAP regulations to minimize local ledger risk exposure and ensure compliance with Dodd-Frank legislative requirements.- Oversaw the Equity OTC project, effectively altering inbound trade flow in alignment with impending Dodd-Frank regulatory reforms.- Developed key project documents, including Project Charters, Financial Requirements, and Test Strategy documents, in accordance with enterprise release regulations, ensuring ongoing compliance throughout the project life cycle.- Conducted weekly cost summary analyses to assess variances between budgeted fund allocations and actual expenditures, enhancing the process to provide senior business leaders with more efficient tracking of approved project costs against actual bookings to mitigate potential overspending.- Supported trade reconciliation for commodities (Base Metals, Global Oil) during product migration to the strategic processing platform, reducing operating costs and facilitating business growth, thus providing a competitive edge to the Investment Bank.

- Managed workflow during an internal audit in collaboration with Ernst & Young, identifying and reconciling approximately $550,000 in misappropriated sales taxes. This involved overseeing the audit process, coordinating with various departments to gather relevant documentation, and implementing corrective actions to prevent future discrepancies.- Conducted a thorough analysis of over 1,500 internal assets to determine depreciation eligibility, enabling DTCC to realize $8,000,000 in tax deductions. This process included reviewing asset classifications, verifying documentation, and ensuring compliance with tax regulations, which ultimately contributed to significant cost savings for the organization.- Collaborated closely with DTCC project managers to manage the acquisition of project documentation, assessing potential eligibility for R&D tax credits. This involved coordinating efforts to compile necessary information, conducting detailed reviews of project activities, and ensuring all documentation met regulatory requirements to maximize available tax incentives.