• Successfully led the design/development/implementation of 2 STP utilities in MERCURY, the bank’s prime brokerage client portal ◦ Improved audit recording of Ops intraday margin recalculation activity by designing intuitive interfaces that enhance existing data systems with STP connectivity for > 10,000 monthly adjustments ◦ Effectively consolidated 66% of manual processes for over 700/per month regulatory notifications globally• Successfully led 7 RDA/RPA automation projects leveraging PEGA robotics tech that optimized/eliminated manual processes saving > 2 FTE• Designed the programmatic aggregation/consolidation/presentation of client self-service utility metrics ◦ Leverage python code and Tableau to improve metrics routines that reduce turnaround time by 50% ◦ Create presentation material for managing directors that effectively/efficiently translate monthly metrics

• Developed strong rapport with BlackRock and other platinum clients consisting of $3.2 billion in daily settlements ◦ Uncovered key opportunities to improve processes via automation and STP connectivity in order to reduce risk and improve client relationships ◦ Delegated as Ops SME for testing and implementation of STP connectivity for BlackRock/Prudential/priority clients ◦ Successfully deployed margin call automation via FIX protocol and OCR technologies developed by Acadisoft that resulted in a 50% reduction in processing time• Leveraged proficiency in VBA in order to create daily margin call data analysis macros ◦ Generates reports for managerial review and EOD procedures ◦ Took ownership in standardization of process, created procedures and personally led deployment to all global collateral teams (AMRS/EMEA/APAC)

• Analyzed client inventory, balance sheets and income statements via JPM risk models in order to forward any potential outlier-risk patterns to underwriter/credit/client services• Increased process efficiencies in order to expand capacity and incorporate the entire Midwest portfolio consisting of approximately $2.3 billion in bank liabilities

• Identified weaknesses in clients’ portfolio and provided guidance to address risk• Built trusting relationships with clients to better understand their financial concerns• Evaluated client goals and used proprietary software to make recommendations for a successful financial trajectory