MBA Candidate at UCLA Anderson School of Management focused on the development of strategy and products to apply emerging technologies to compelling use cases.

Lead the implementation of banking technology solutions to increase efficiency, data integrity, and collaboration across Banks and funding sources. Responsible for agile customer centric system design, build documentation, training creation and cross functional team leadership. Drove the advancement of blockchain, artificial intelligence, and quantum computing solutions across the financial services sector.

Implemented transformational technologies within the financial services sector to create business process optimization and data integration. Engagement with cross functional design teams to drive feature development, product road maps, and program planning. Developed go to market strategies and partnerships to implement emerging technologies.

Lead the continued adoption of NCino (Salesforce CRM/LOS) through training, process and system alignment, and organizational advocacy. Created workflow, reporting, and dashboards to implement Paycheck Protection Program lending. Conducted large scale data analytics to direct business resources and recommend executive management action.

Lead in the implementation of NCino (Salesforce CRM/LOS) through subject matter expert support, group training instruction, and development of job specific workflow aides. Instructed credit analysis and mentored three trainees through the Commercial Credit Training Program. Underwrote complex C&I, Ag, and CRE loans.

Underwrote C&I, Ag, and CRE loans through completion of loan and borrower specific analysis. Provided liquidation analysis for troubled credits and participated in collection of conventional and SBA loans.

Develop private placement memorandums for LOIs.. Support the Managing Partners with financial analysis, market research, modeling, and company valuation, and ABC analysis.

Balanced budgets while managing member dues. Advised the other executives on responsible spending as well as financially practical program planning

Lead all fundraising operations and events, including a large annual fundraising event on Valentines Day. Created new fundraising options as well as maintaining existing operations.