Global Markets Liquidity and Capital Risk Manager• Liquidity and Capital Risk manager for US Broker Dealers, LATAM and Canada entities and Prime Brokerage Products.• Responsible for providing an independent perspective on effective utilization of Global Markets Liquidity and Capital Resources, ensuring the Lines of Business adhere to Bank of America’s risk appetite as it executes its strategy to drive Earnings.• Provide Liquidity risk guidance and subject matter expertise to Global Markets. Accountable for conducting execution of risk framework activities, including but not limited to independent liquidity risk monitoring, review and challenge and testing of control and risk management.• Provide counsel to business unit managers (Corporate Treasury, LOB Risk, and FLUs) on risk management issues. Identify risks to which the LOB is exposed, implement measures to prevent, eliminate or mitigate losses and monitor outcomes/risks.• Establish and oversee the Liquidity risk management governance structure across US Global Markets, LATAM and Canada (Global Markets and Banking) with a focus on Secured Funding, Derivative & Collateral, and FMU activities.• Engage with regulators to represent Legal Entity’s liquidity in standing routines, CLAR exams, and ad-hoc meetings & requests.Risk Reporting, Data and Technology• Responsible for developing a consistent and coherent set of analytical tools for effective Liquidity Risk and Capital measurement, management and reporting across Global Markets Financial Risk while leading strategic vision and implementation of technology and data infrastructure.• Project lead for technology initiatives, driving engagement with technology and business leads.• Strategy execution lead managing CFO Risk’s operating tool enhancements creating views across risk types leveraging Tableau, Connect Studio and the Quantitative Analytics Sandbox.

Project Manager and SME for Treasury Strategic Asset and Liability Mgmt. (SALM) desk Liquidity Asset Buffer and execution capability enhancements• Responsible for requirements consolidation, prioritization, budgeting governance and implementation of SALM execution enhancements including outright purchases, bi-lateral and tri-Party repo, floating rate notes, hedge accounting, control enhancements and regulatory requirements• Coordinated requirements gathering and design across Front Office, Global Liquidity Mgmt., Balance Sheet Mgmt., Market Risk Mgmt., Finance, Technology and Operations to deliver seamless end to end products • Delivered strategic outright purchase and repo capabilities to optimize use of collateral across entities earning an average of $50 million a year • Implemented non-dollar security trading to the local Bank entity expanding HQLA alternatives and supporting opportunities to post cheapest to deliver collateral against margin requirements• Applied STP broker automation with top tier client reducing operational requirements and reducing risk of failsProject Manager and SME lead for firm wide Collateral Optimization initiative • Management of relationships within the wider stakeholder group; dealing with project concerns or escalations raised from project team or key stakeholders• Treasury and Collateral SME lead leasing between business and technology to ensure delivery results achieve strategic firm goals• Design consultant for firm wide inventory and eligibility data sourcing linking 3rd party vendor and multiple internal data systems to provide a consolidated view of firm inventory to firm obligation eligibility• Managing project scope, change control, deliverables and prioritization in line with the project plan• Ensure projects are effectively resourced; responsible for forecasting and recruiting additional project staff

• Demonstrates extensive cross product and functional knowledge as a global lead for the strategic platform to design and implement a single platform to support OTC Derivative, Futures, Prime Broker and Repo collateral management functions• Lead SME for non-cleared margin regulatory requirements and responsible for operational process and infrastructure enhancement ensuring compliance with Prudential, CFTC, EMIR and FINRA regulatory bodies o Delivered a global multi custodian platform drastically reducing the operational impact of increased margin related volumes leading to the avoidance of six additional head counto Implemented swift messaging capability creating STP trade flow, security pre-advice messaging, regulatory and compliance reportingo Conducted training for over 100 margin and funding team members on the system and process changes related to regulatory requirements• Platform lead for trade capture, settlement routing and funding for multi currency cash and security products • Collateral sourcing and design architect, providing projections and access to over 20 billion of assets across 10+ entities with a multi currency and multi platform network. Effectively reducing Bank funding rates and creating new funding capability by introducing new collateral products, optimizing available collateral and implementing DVP sweeps for unused positions

• Design lead for a strategic margin transaction routing platform to link multiple LOBs setting the foundation for the target operating model• Implemented a new global cash system for OTC Derivative Collateral, increasing controls, drastically reducing error rates and eliminating manual touch points• Delivered a new cash sub-ledger system effectively merging over 15k legacy Bank and Merrill positionso P&L control manager for over 20 billion in assets across 20+ entities• Established a standardized Collateral US tax reporting and withholding process and delivered the framework for future tax and withholding systematic development. Leveraged client relationship skills to educate clients on new tax requirements and close over 300 documentation gaps for 1099, 1042-S, W8-IMY and FATCA tax requirements• Lead SME for offshore operations, identifying eligible tasks and training India collateral OTC and Repo Margin teams increasing global capacity while reducing overall cost of operations• Streamlined collateral JPY security settlements across two main entities eliminating manual touch points and consolidating sub ledger entries

• Displayed expert client relationship management skills as the designated lead for dispute resolution; negotiating collateral pricing, portfolio reconciliation and resolution• Assisted Sales and Trading to structure Repo, Margin and Tri-Party Repo trades to optimize Bank funding rates • Responsible for accurate and timely release of assets as an authorized wire approver across multiple lines of business• Used strong excel and data analysis skills to automate manual reconciliation, trades processing and reporting tasks via VBA saving two hours a day and decreased error rates by 40 percent• Global Technology and Operations Leadership Development class of 2014

• Established as a key business partner with Sales, Trading, Middle Office, Risk and Legal assisting in contract negotiation and portfolio optimization • Lead analyst for DTC and Equity product allocations across MLPFS Fixed Income and Equity Tri-Party Repo lines of business• Created stress test and scenario based reporting outlining impacts to potential market instability including Bank/Entity downgrades, client defaults and ABS/CMO volatility