▪ Deliver quarterly reviews, analysis, and data gathering to identify business opportunities and gaps additional to success for a team of 13 financial advisory associates▪ Lead a team of financial advisory associates that assist senior executives with financial analysis, proposing pricing strategies, and analyzing budgets against actual figures; Facilitate monthly meetings on global initiatives to over 100 participants ▪ Direct need analysis, development, implementation, and sustainment planning for programs and cross-company budget alignment▪ Manage the engagement economics integration to SAP; Creates content to communicate company updates▪ Oversee the pricing strategy process to ensure it is done correctly and to minimize risk while reviewing financial dashboards▪ Administer the implementation of operational risk management and model risk vetting, and ensure that the partners continue to perform effectively on an ongoing basis▪ Support the finance operations and compliance function by working closely with staff and key stakeholders▪ Influence cross-functional teams and employee engagement by providing insight to senior leadership

▪ Managed over $31M in bank deposits; Conducted internal auditing, user acceptance testing, contract negotiations and analyzed financial information; Directed New Hire and Advanced Sales Training Programs▪ Implemented the digital initiatives for branch operations and promoting the digital usage amongst the consumers▪ Monitored the digital initiative controls to ensure they operated effectively post launch▪ Led team of 6 direct reports; recruited, hired, developed through performance reviews, training, and coaching, administered daily tasks and managed targets for the branch▪ Guided needs analysis, end-to-end design, development, implementation, and sustainment planning for programs and cross-company budget alignment▪ Author training policies and procedures and oversee knowledge transfer initiatives, continually building and deepening the bench strength of field staff and ensuring ongoing regulatory compliance▪ Embrace use of metrics to gauge success/concerns with rigorous test-measure-learn methodology to drive continuous improvement, strengthen individual territory growth, and steer performance and accountability

▪ Managed branch operations and 6 personnel; Created key performance indicators to drive productivity, accountability, and transparency in grooming new hires for consumer sales success▪ Set the vision and strategy for customer service, overall operational excellence, HR recruiting, training, and performance/sales management▪ Collaborated with Sales to identify unique selling opportunities or problems and recommended appropriate action to ensure delivery of high-quality products and services