Consulting engagement May - August 2024 joining full-time September 2024

On Deck Fintech is an 8-week remote program for founders, investors and operators working on frontier themes in fintech. We combine highly curated programming with a diverse community of practitioners to help you share knowledge, find opportunities, make connections and build the next wave of innovation in financial services — together.

I tell stories about the fintech ecosystem and unbundling the future of money

Award-winning thought leader and category creator with functional ownership of marketing, content roadmap, and strategy o Establish the company as the market-leading provider for payroll connectivity, scaling from zero customers to over 160 financial institutions, fintech firms, and partners within 3 years of foundingo Serve as a trusted advisor and subject matter expert on internal strategy and external market dynamics for customers, prospects, regulators, investors, board members, media relations, and cross-functional teams, among other key stakeholderso Recognition as a Most Inspiring Women by NYC Fintech Women, 1 of 5 Fintech Award winners by This Week in Fintech, and reigning Fintech Fight Club champion at Finovate conferenceo Implement policies, procedures, and analytics to measure performance, develop team members, optimize business operations, and achieve OKR goalso Establish awareness tactics by driving traffic to the Atomic website resulting in 10x year-over-year growth, from 10,000 views to 1M+ views, through category design strategy execution and implementation of analytics toolso Develop go-to-market strategies for new and existing product solutions including messaging, positioning, market and competitive analysis, communications, media relations, digital marketing, sales collateral, website, and CRM landing pageso Procured and delivered over 30 speaking opportunities as the designated spokesperson at conferences hosted by Money 20/20, Fintech Nexus, CB Insights, and Finovate, among otherso Featured guest on 25 podcasts including 11FS, Breaking Banks, and Fintech Nexus, among otherso Launched “For Fintech Sake News(ish)” podcast, a 10-episode series co-hosted with the Director of Content at Money 2020 reaching an audience of over 10,000 listenerso Co-host of “Fintech Fridays,” a weekly live stream featuring over 100 founder and C-suite level executives across the global fintech sector building an audience of over 47,000 members

Co-founder of Caliber's Intelligence division, a fintech consultancy dedicated to helping founders, C-Suite executives, venture capitalists, and investors turn data and insights into action. Areas of focus for the division include:-Market capabilities analysis-Customer profile discovery-Product roadmap advisory-Growth and customer acquisition strategies-Key performance indicator developmentAs Director of Intelligence, I will be publishing independent industry studies, building benchmark reports, and analysis on an ongoing basis as well as advising clients on targeted projects and bespoke engagements.The first study is an evergreen report focused on founders navigating the pandemic brought on by COVID-19 which is live on https://www.calibercorporate.com/intelligence/

Serving as a judge for MassChallenge fintech accelerator which received over 325 applications from over 25 countries for the MCFT21 program. MassChallenge uses a competition model to select our startups. Prospective MassChallenge startups submit application(s) for the MassChallenge accelerator program(s) they would like to join. After submitting the application, startups participate in one or two rounds of judging. At the end of these judging rounds, the highest-impact and highest-potential startups are invited to participate in the accelerator as Finalists.To learn more about our different programs and to view our application deadlines, please visit the relevant program page or contact us at apply@masschallenge.org. MassChallenge was founded in 2009 with a singular purpose – to make it as easy as possible for entrepreneurs to launch and grow new ventures.

Led and moderated the LendIt Fintech Europe session How Fintech is Helping Small Businesses RecoverPanelists included:• Caroline Plumb, Founder and CEO of Fluidly• Edward Berks, Global EGM, Financial Partnerships of Xero• Conrad Ford, Chief Product and Strategy Officer of Allica Bank• Dr. Oliver Prill, CEO of Tide Session context: At the start of 2020, there were 5.97 Million Small and Medium Size Enterprises or SMEs - they for 99.9% of private sector companies in the United Kingdom. SMEs also employ 16.83 million works, account for 60% of private-sector jobs - according to the Department for Business, Innovation & Skills.Yet. when faced with a pandemic of indefinite nature - these businesses were crippled immediately when the world went into lockdown for a variety of reasons including cashflow management, getting a business current account, accounting, which we discussed in our session.

Episode 362: "Show Me (how to save) the Money! Description: Exploring the gap in the market when it comes to family savings and how the industry can fill this gap with UNest founder and CEO. Episode 359: "Pandemic, Operations, & Playbooks, Oh My!" Description: While companies were preparing for a snow day, what they got was an ice age. I don’t know a single financial institution or fintech whose business continuity plan anticipated the full scope of the pandemic. With so much uncertainty in the world, how can organizations prepare for the next hurdle 2020 throws their way? Enter Lindsay Davis’ Pandemic Playbook; this guide addresses these operational pain points and provides the navigational framework that many leaders need. Then, Jason Henrichs is joined by someone that has helped many financial institutions get out of the stone age. Amy Radin is a trailblazer in the financial services industry, serving as one of the first innovation leaders across several of the largest players in financial services. She packs all of this knowledge and experience into The Change Maker’s Playbook: How to Seek, Seed, and Scale Innovation in Any Company. Amy’s playbook has everything you need to break down barriers within your organization.https://provoke.fm/episode-359-pandemics-and-playbooks-and-operations-oh-my/https://podcasts.apple.com/us/podcast/breaking-banks-fintech/id641357669?i=1000494891545

CB Insights uses machine intelligence to uncover and connect global business data to inform, inspire, and drive businesses forward. We build products that beautifully fuse data, algorithms, and human-driven analysis together to empower people to ask, answer, and articulate compelling answers to difficult questions — about markets, about competition, about technology and about the future.

Responsible for writing data-driven research and reports that combine our proprietary data with outside data sets to analyze the health of companies, investors, and industries.Develop a data-driven thesis on emerging market and industry trends.Leverage analytics and data visualizations to surface trends in technology.Respond to client requests for in-depth research on various sectors. Perform market research and custom reporting for clients on emerging trends in areas of coverage. Conduct research brief analysis in the form of a public facing webinar and present insights on a specific industry or market trend, including rising trends in fin tech and disruption in financial servicesFocused on Compliance & Regulation, Wealth Management and Investment Management, Financial Services, and Human Resources.

Declare (FKA: Parity Partners) was founded to address the scarcity of senior-level women in the financial services industry and the companies they invest in.In 2017, I was selected to participate in the inaugural class of one of their signature initiatives, the Parity Professional Program (P3). P3 offers high achieving women in financial services and technology the opportunity to learn tactical career development skills from industry experts and gain access to a curated community of female entrepreneurs and leaders of the financial services and technology industries.

Chaired the conference, gave the opening remarks, introduced speakers, lead a panel discussion, and gave the closing remarks.

Uncovered mission critical risk factors, (days before formal general availability), delaying launch and protecting DTCC’s $25 million investment in a new financial risk software platformIdentified two key vulnerabilities, including a lack of quality assurance policies and new client onboarding procedures, for a $10 million line of business that reduced customer churn to zero  Partner with senior management to enhance DTCC’s internal control environment through risk harmonization, relationship management and continuous monitoring, resulting in early issue identification and control implementationDevelop, test, and recommend control frameworks for new businesses (including DTCC’s new software platform), joint ventures, data services, and areas of DTCC that are undergoing significant change or restructuringDetermine completeness and accuracy of margin requirements and collateral valuations by leveraging 3rd party market dataAdditional contributions - Worked with the Chairman to restructure IDEAS at DTCC, a strategic initiative to enable employee participation in improving DTCC processes Vice President of Finance and Vice President of Community Outreach for START Business Professional Network (BPN) - Managed a $5,000 budget, reported expenses, and coordinated funding for DTCC’s professional networking events Project Manager of the Internal Audit Offsite Annual Planning Conference - Managed an $88,000 budget, coordinated logistics and content resulting in Internal Audit’s draft annual audit plan

Planned, facilitated, and executed 14 audits covering Asset Services, Clearance and Settlement, and the first global swaps data repository (the Global Trade Repository) resulting in 80 issues and 186 action plansExecuted Projects including: Super Storm Sandy Vault restoration and reconciliation of 1.7 million damaged certificates, 2013 Principal & Interest allocations, Asset Services, Corporate Actions, and Account Administration including AML & KYC compliance testingHighlight and assess top and emerging risks to the firm by leveraging input of audit stakeholders that culminates in the development of the annual audit planFounding member of the Data Analytics Working Group (DAWG), which established Computer Assisted Auditing Techniques (CAATs), increasing both the number and depth of DTCC audits and improving the audit team’s efficiency

1 of 14 presenters selected in highly competitive speaking series. My topic advocated for flipping traditional mentoring roles and illustrated the benefits for both the mentor and the mentee.

Consolidated contact and product line information into a Global Contact Solution supporting ADT’s 1,000 global sites