Transformation leader on AIG’ new Investments operating modelo Designed new Investment architecture for trade aggregation, risk, compliance, performance, accounting and data warehouse platforms o Managed the elimination of over 50+ redundant legacy systems greatly simplifying data aggregation, reducing risk and improving data for better decision-makingo Advised best practices to effectively manage and oversee new outsourced providers to perform trade processing, cash/asset reconciliations and data operations. o Gathered and analyzed end-to-end requirements including resolution of functional gaps not supported by new technology platforms.• Developed implementation roadmaps, execution strategy and program governance across 20+ workstreams and 200+ project participants and stakeholders.• Designed and implemented data conversion strategy to onboard over $250bn of assets on AIG’s and Corebridge Financial’s Aladdin platforms across 50+ countries including Investment Accounting and data warehouse systems• Configured the Aladdin trading and risk aggregation platform to optimize portfolio structures, asset breakdowns, pricing hierarchies, risk models and performance benchmarks.• Managed onboarding of new outsourced collateral management provider including collateral management processes and handoffs documentation, legal contract analysis and data configuration. • Established end-to-end test program including test strategy, governance, and processes to effectively manage testing and defect resolution in 1000+ test cases across front office, middle/back office and technology teams.

Business Execution Manager managing various initiatives across Wells Fargo's Fixed Income sales and trading teams.

Established BHF's new investment business operations, including set up of: o BlackRock Solutions’ Aladdin trade aggregation, risk reporting, and performance attribution systemo Trade support serviceso Middle office processes and procedures o Data Warehouse and Investment Accounting systemsProject managed several other large initiatives including: on-boarding of new Alternatives Equity external managers and related outsourced administration services o Outsourced collateral management services onboardingo In-house Derivative trade execution and middle/back office serviceso BHF’s Capital Markets Funding programo Conversion of various Life Insurance and Annuities policy administration systems

Manager within KPMG's Advisory Services, specializing in project management and process improvement initiatives in the financial services industry.

Provided specialized consulting services for a front office process remediation project across all trading asset classes and business lines.

Chief Financial and Operating Officer at Dixon Advisory USA Inc. Project managed all aspects of starting new U.S. subsidiary to acquire and manage residential property in Hudson County, NJ for US Masters Residential Property Fund USA.Key achievements included:• Prepared Australian and U.S. fund offering documents leading to the raising of $100 million from Australian investors.• Hired and directly managed accounting, legal, property management and administration teams.• Prepared balance sheets, profit and loss statements and budgets.• Developed property management, accounting and banking systems, controls and processes.• Designed business reporting processes, including a custom property evaluation, workflow and reporting database.• Established new companies and worked with tax and accounting advisors to determine optimal cross border structure. • Developed marketing and creative strategies to purchase and lease new properties.• Set up new business operations including negotiation of office lease, organization of new IT and communication systems, management of office furniture/fittings installations.

Project Manager responsible for implementing new Asset Management Finance information management system initiatives.

Vice President, Business Management Group, Asset Management/FinanceMember of the Business Management Group providing specialized assistance to department heads to set up new businesses, manage complex transactions and improve process operations. Key roles:Legacy Department (2009-2010)Responsible for managing the reduction and accelerated run-off of non-core trading positions.Life Assets (Premium Finance and Life Settlement) (2008-2009)Project managed the set up of new Premium Finance and Life Settlement Businesses. Tasks included: set up new front office pricing systems, established new special purpose companies, coordinated “Know Your Customer” and underwriting standards, assistedto determine market and credit risk limits, prepared pro-forma financial documents for Executive Board presentations, Analyzed and reviewed different cross border tax structures.Rates and Credit (2007-2008)Established a trade support role to enable Asset Management to effectively process and price derivatives.

Audit manager for the following assignments:• Mortgage Backed and Asset Backed Securities secondary sales and trading audit (team lead).• Global review of investment grade bonds and syndicated loans.• Mortgage Backed Securities origination and execution audit.• Comprehensive review of Municipal Bonds.• Global review of client and product suitability.

Audit manager on the following assignments:• Syndicated Loans audit (team lead).• Branch reviews of Singapore, Hong Kong, and Tokyo (team lead – Tokyo branch).• Direct Broking audit (team lead).• Asset based finance operations (team lead).• Non-performing and impaired loan department audit.• Accounts payable and procurement audit.

Advised major banks and insurance companies to reduce Goods and Services Tax (“GST”) costs.

Prepared income and banking tax returns.Reconciled general ledger accounts.Project managed amendments to numerous accounts payable and processing systems to account for the new Goods and Services Tax.Designed financial models to evaluate expected GST cost increases.Trained finance and branch staff on GST matters.