Chief Operating Officer for Data Solutions and Services. Role includes Business Management, Strategy, and Data Governance Forum efforts

Chief Operating Officer for Architecture and Data Team. Lead Business Management, Program Management, Risk, Quality Engineering, and communication efforts.

Lead Business Management and Project Management Offices for >$450M groups. Act in Chief of Staff capacity.Business ManagementKey Partner to CTOs to drive strategy, increase financial transparency, and motive change. - Manages strategic business cases, revamped reporting, and delivered metrics to drive optimal outcomes.- Identifies risk areas and works in partnership to solve problems.- Leads Executive Communications including town halls, key business messages and success stories.Program Management- Built full end-to-end Program Management Office, tools and reporting from inconsistent initiatives. - Provides strategic direction to previously unmanaged process & provided transparency of program efforts. - Gained control of software licensing spend. Upgraded team, adjusted processes, improved partnerships.- Led cross-firm Continuous Improvement project, saving $10M thru revamped IT approval process.Leadership- Acts as a primary interface for IT teams to executive management and business/risk partners.- Communicates highly complex, technical issues in understandable, non-technical ways to wide audiences- Exec Sponsor: Local Women’s Employee Relations Group: Advance. Developed IT Group Mentoring

Reduce Institutional Client Group (ICG) expenses and increase the Business’ financial transparency. Drive Expense Category Owners and Businesses to maintain savings priorities and project traction.• Provide expense deep dives across the ICG businesses to proactively identify and remove costs.• Manage ICG’s Expense Advisory Committee meetings. Set Agenda and priorities. • Revamped Market Data reporting to identify costs down to the person to pull out expenses.• Active member of Women’s Leadership Council. Co-Chair of the Metrics Committee

Repsonsible for business analysis and reporting for the Product Line(Horizontal) business units and Corporate areas. Complete key business projects across Cognizant. Run Cognizant's Budgeting Process. Manage onsite and offshore teams.• Improved profitability for core business, emerging global delivery centers and ad-hoc efforts. • Led Cognizant Corporate Planning process. Worked with executive team to set Cognizant Targets.• Analyzed and approved complex technology and business outsourcing deals worth over $500MM.• Managed 20 person US and India based team.

Responsible for business strategy and operating model of $400MM middle markets institutional sales group. Manage finance, administration, operations, client analytics, compliance, and human resources.- Led electronic trading initiative. Worked to deliver platform and pricing to clients.- Improved business metrics and reporting to gain full view of performance by client, team, and region.- Responsible for P&L results. Increased profitability by $25MM annually through revenue, cost, and sales compensation initiatives.- Reported to the Head of Institutional Advisory Division.

Key go-to person within finance for business analysis and growth opportunities. Completed multiple strategic reviews across businesses. Shaped approach, model, pricing, and compensation decisions. Managed mutual funds reporting with $1 Bil. in revenue. Improved forecasting and business processes.Conceptualized and led taskforce to develop monthly Executive Management Report for top management incorporating Private Client’s overall financial and business performance.Developed core Strategic Finance Forum, the main training program for all Global Private Client finance vice presidents. Created 5 teaching cases based on relevant 2005 business issues.Led and prioritized technology projects and $3MM spend. Active business owner of global data warehouse.Reported to CFO of Global Private Client Products.

Developed and ran financials, pricing, budgets and strategic reviews for $40MM Asset Management Marketing. Reported to CFO of Asset Management. Dual report to the Head of Marketing. Acted as change agent to implement pricing increases. Convinced independent fund boards to increase fees, in some cases doubling the pricing structure. Developed ML & Co Board of Directors' presentations, US Institutional Asset management business review, ad-hoc competitive studies, product gap analyses, and other critical reports.

Responsible for monthly, weekly, and quarterly asset management performance reporting. Reported to CFO of Asset Management. Worked directly with President of the Asset Management Group. Spearheaded Asset Management's taskforce to transition from cost to profit center. Developed transfer pricing agreements. Modeled transfer pricing. Raised seed capital for 17 Japanese funds. Obtained optimal global legal entity placement.

Reported to Head of Corporate Finance in Treasury. Worked directly with ML Chief Financial Officer. Prepared and recommended ML Corporate '96-97 Equity Capital & Balance Sheet plan. Implemented leverage targets through ML share repurchases. Repurchased $1 Billion shares. Developed 5 yr ML & Co. multi-scenario planning model. Results presented to Board of Directors. Performed financial studies of ML performance, employee stock plans, and other financial issues.Associate, CFO MBA Rotation Program

Summer Intern