Entity Data StewardUS Operations BDCGlobal Data Program - Operations LeadLeading Entity Data workstreams for strategic projects involving Data Governance Maturity, Client Lifecycle Management, Operations Integration, Non-Client Onboarding, and various Regulatory Recordkeeping and Reporting regimes globally.

US Head of Entity Data, including BAU and Strategic Change/BDC teamsCo-US Business Data Coordinator for OperationsClient Lifecycle Management Data Workstream LeadStrategic Client Lifecycle Programme - Workstream Business Lead

Enterprise Data Management with a focus on BCBS 239 Entity Data efforts, BCBS 261 Global Margin regulatory compliance, Client Lifecycle Management/Fenergo Implementation, and coordination of strategic reference data initiatives and conversions.- Operations Business Data Coordinator- Contributing Member, Employee Life and Family Network

Global Client Data Services, Data Management Office- business analyst, project management, vendor implementation, system integration, process optimization, training, and people management experience- managed client data remediation and quality workstreams with focus on regulatory and tax compliance (FATCA, Dodd Frank, EMIR, Basel, CTR, Blue Sheets, others)- oversaw implementation of a global client KYC/AML, Suitability, and Account onboarding solution- member of team to design, test, and deploy granular AML risk scoring methodology for Capital Markets- integrated client and account data between centralized client data repository and front/middle office cash trading, eTrading/DMA, allocation, settlement, risk, finance, and CRM systems- managed US client data through two major conversions- frequent audit/regulatory review experience- RBC Performance Program committee member, host of annual Awards Ceremony- Panelist, "Managing Risk: Role of Reference Data Management in Mitigating and Improving Risk", NAFIS. New York, NY, May 2012 - Speaker, "Combining Regulatory Requirements and Business Drivers to Sustain An Enterprise Approach to Client Reference Data", FIMA. Boston, MA, April 2013.

Equity Derivative Sales- specialized in global program and electronic trading, including ETFs, index rebalances, and portfolio optimization- experienced in listed option trading, futures, structured products, block trading, fundamental research; composed daily morning summary to clients for department- covered Midwest and Southeastern US, and Canadian index funds, pension funds, hedge funds, mutual funds, and insurance companies.- overnight contact for Asian based clients- front office contact to liase with IT development staff to implement upgrades to in-house global program trading system, including static data management and interfaces to client systems.

Sales Assistant on the Japan Equity Sales desk.

Lead Operations Analyst supporting the Japan Equity Sales desk.