• Collaborated with team to manage over 35 client relationships $10MM in annual revenue, perform service reviews, KYC and partner with clients to align client’s growth strategy with internal growth opportunities• Led the on-boarding and implementation of new relationships by serving as a project manager, navigating and connecting client to internal support teams and managing expectations• Managed and resolved client-related issues by communicating and collaborating effectively with teams across various business lines• Constructed and presented strategic cross-region account plans which includes: in-depth wallet share analysis, market profitability, and client organization analysis

Selected to participate in a highly competitive one-year rotational training program designed for rising talent. Rotated throughout BNY Mellon in various businesses including: Asset Servicing - Chief Administrative Office - Project Management• Collaborated with senior colleagues across multiple business lines on a $5MM interest rate remediation program by reviewing, tracking and documenting the project implementation status • Worked with CAO - Business Planning & Analysis team to create presentations used by Senior Executive management team at business reviews, senior meetings, and town hallsGlobal Client Management - Latin America Client Executive• Contributed to strategic account plans which identified potential revenue generating opportunities • Prepared and presented strategic regional dashboards to inform internal stakeholders on high- impact strategic initiatives related to new business opportunities across Latin American region

• Developed and prepared monthly financial statements, capital allocations, valuations, calculated returns and performance analysis for senior management • Implemented risk management controls within Excel models incorporating Bloomberg terminal data feeds to reduce # of human errors and automate reconciliation processes • Created Macro-Based Portfolio NAV Workbooks in Excel, based on hedge fund offering documents, establishing high-water marks, share classes, expense accruals and AUM based fees • Ensured financial statements were following GAAP standards, while managing communications with internal and external auditors