• Assisted a large fund administrator with preparations for an AIFMD filing by developing a guidance document and data dictionary for AIFMD questions• Developed process and procedures to comply with Cross Border Regulation for a top private bank and helped distribute audit presentations for the private bank COO • Conducted an Industry Benchmarking Assessment for a top hedge fund to analyze six peers across various components such as resourcing, roles and responsibilities as well as associated drivers; managed project team• Re-designed operating models for seven different groups of a $20+ billion hedge fund with 300+ employees across 3 regions to reflect the operational changes of implementing a new Treasury role

• Originated operational support role for client relationships to streamline account management. Voted 2009 Most Valuable Employee by senior management• Interviewed, hired and trained associates and integrated into advisory teams while facilitating communication channels with JP Morgan• Constructed structured $40mm 10b-5-1 plans for principals of a major shoe company to avoid blackout dates and maximize gain on shares at point of sale• Created models to cut taxes up to 30% by executing grantor retained annuity trusts for clients in the highest tax brackets • Consulted with hedge funds about redemption policies, sales charges, capital calls, distributions and k-1s to synthesize financial reports for clients’ performance analysis• Researched new products and presented proposals to high net worth and celebrity clients to increase assets under management by 15% each year

• Increased sales by 10% by implementing new marketing strategies to cross sell to existing customers as well as acquiring new client base• Managed relationships by providing financial recommendations and lending options to families • Solicited new customers to refinance mortgages or loans. Sold retail banking products; checking account packages, lines of credits and self-trading accounts• Promoted from personal banker to premier banker in nine months based upon commercial success, and two years ahead of traditional promotion progression