Transformation & Program Management• Drive the execution of strategic, remediation, and transversal projects for corporate financing activities• Represent the Americas on global initiatives by capturing regional business requirements and workflows, collaborating with internal teams and developers to design and test process/system enhancements, and supporting change management efforts• Redefined the end-to-end target operating model for managing and evaluating guarantees and collateral for the Americas• Formalized an operating model (e.g., governance, process flows, closing checklists) for Agented Asset-Based Lending deals • Scope, design, test, and deliver continuous improvement solutions based on data, user research, and business needs • Build or enhance operational processes for new products, internal guidelines, regulations, and audit findings• Mobilize and consult with key stakeholders to troubleshoot and resolve day-to-day operational or systemic issuesCredit Risk Management & Reporting• Oversee the reporting/escalation of covenant compliance and trends, legal documentation issues, and back testing exercises• Support the business teams by generating ad-hoc reports, investigating data flow issues, and identifying viable improvements• Prepare deliverables for senior management, internal audit groups, and supervisory institutions (e.g., ECB, NY DFS)• Promote adoption of new credit system features by working with project managers/developers and participating in UAT

Wavestone provides connected thinking, insight and capability to industry leading organizations. It is a leading player in European independent consulting, and the #1 consultancy in France. Cost Strategy & Offshoring (Large Foreign Banking Organization)• Planned and executed two transformation initiatives to deliver $300k+ in annualized cost savings with no operational gaps• Assessed transition readiness and requested sign-off to validate that hiring and knowledge transfer expectations were metRisk Control Assurance & Enhancement (Global Bank – Ireland Branch)• Managed two workstreams to evaluate risk control weaknesses for structured credit and trade finance activities• Directed workshops with key stakeholders (e.g., CRO, CCO, Front Office Heads, Operations) to define an action planTarget Risk Control Framework Design (Corporate and Investment Bank)• Led the Cash Management initiative in the Americas by documenting the current state, performing a gap analysis against industry trends and internal policies, then developing an end-to-end target risk control framework for all products• Conducted workshops with senior management (e.g., COO, Heads of Business, Operations, Compliance) across North and South America to identify strategic opportunities and coordinate implementation planning• Recommended 15+ operational and regulatory projects with budgets, resource requirements, and timelines to remediate gaps• Engaged with project leads in EMEA and APAC on a regular basis to ensure consistency and synergy on global initiatives.

As the financial services industry continues to navigate a changing competitive landscape and a host of new reforms, our Global Financial Services Practice helps the world’s leading banks, asset managers, consumer finance firms and insurance companies respond. The GFS Practice helps top-tier financial services firms improve their strategy, governance, operations and information systems.Business Process Reengineering (Major Correspondent Bank)• Aided client in complying with a NYDFS mandate to suspend certain dollar-clearing activity for the violation of U.S. sanctions.• Coordinated a global Proof of Concept to simulate multi-dimensional filtering enhancements and refine transaction screening• Headed go-live testing and process improvement by liaising with teams in France, Italy, Switzerland, U.K., and Singapore• Designed payment filtering scenarios, workflows, and operational procedures for handling restricted paymentsInternal Contributions• Defined the 2015-2018 Training Programs to support professional development for 50+ employees in the New York office • Co-authored “Reinventing the Cross-Border Payment Operating Model” (2017) to detail how correspondent banks can best manage the trade-offs between compliance and operational efficiency to emerge as a market leader

• Completed 4th/113 in the program with 750+ Field Demo Surveys, 31,000+ added social media followers, and $15,000+ YoY sales growth.• Increased brand awareness by partnering with local businesses, attending campus events, and promoting Dell products.

• Evaluated public comparables in the utility industry to identify insightful investment ideas and proposals for the firm’s clients.• Researched historical stock data, market trends, and relevant current events based on the firm’s existing investments.

• Researched historical stock data, market trends, and relevant current events to support sales teams and traders.• Assembled reports on existing and potential investment ideas to assist traders digest and respond to new information.

• Shadowed brokers on the trading floor in the Philippine Stock Exchange in order accustom myself to trading practices, global markets, and regional companies.

• Consolidated sales and inventory data from participants of the “Hapinoy” microfinance program to measure results, monitor under-performing stores, and identify risks/issues. • Shadowed Store Specialists and provided business support during on-site field visits to the participant's stores.