▪ Successfully launched the new customer digital portal experience for Long Term Care and Fixed Life insurance products, with a customer base over 2 million, offering online self-service functions and reducing call center volumes. Integral partnership with external vendors, legal, marketing, communications, agents, service representatives, and learning and development. Additional product rollout expected in Q4 for an additional 3 million Retail Group, Annuity, and Variable Life customers ▪ Solutions Manager for the Digital transformation, mobilizing the program under the Scaled Agile Framework (SAFe®). Established agile workstreams, provided training, implemented agile tools, and established Objectives and Key Results (OKR’s). Developed 3-year roadmap through 2024▪ Portfolio management for Transformation initiatives. Manage a team of 10 project/program managers supporting cross business unit initiatives, resulting in reduction of vendor risk and footprint, legal funds escheatment, expanded investment fund options, replacement of outdated technologies, and improvement of customer satisfaction scores▪ Responsible for executive level reporting and presentations. Primary accountability for all program sponsor discussions, senior level vendor relationship management, and steering committees▪ Inspired change by leading the agile transformation, establishing the MLH Lean Agile Center of Excellence, and serving as the only SAFe® Practice agile Coach. Accomplished certification of 100% of the Transformation team▪ Cultivated a collaborative workforce across multiple global locations. Led a regional breakout committee based on feedback from the MyVoice survey. Improved employee satisfaction scores in just one year

▪ Responsible for program management of multiple high profile, high complexity, and high priority initiatives including: MetLife Investment Management (MIM) Value Chain Transformation, Logan Circle Partners acquisition and integration, Markit EDM implementation, BlackRock Solutions Aladdin implementation, SIFI, and Solvency II. Project leadership for the Alico acquisition and Brighthouse Financial divestiture▪ Product Manager and visionary for the 4-year MIM Transformation including development of product roadmap and providing thought leadership from inception through product delivery▪ Successful rollout of the MIM’s first third-party client-facing Digital Portal and Platform for Real Estate Commercial Mortgages providing digital services to 23 clients. Manage onboarding of additional asset classes in Program Increments leveraging Scaled Agile Framework (SAFe) ▪ Portfolio management for MIM including financial management of a $60 million budget and establishment of the PMO for portfolio reporting, standards, metrics, and risk management. ▪ Prepare and present program strategies, formal recommendations, decomposition of complex issues, and communication of project status and risks to multiple stakeholders including senior management, while monitoring risks and benefits delivery▪ Successful and seamless execution of end-to-end testing and production implementation of 38 integrated applications ▪ Coordinate 130 associates on cross application initiatives while managing collision and workstream constraints▪ Regularly facilitate small functional team working sessions focused on program strategy, Program Increment (PI) planning, integration planning, and operational readiness of new applications

▪ Responsible for project management and execution of multiple high complexity and high priority initiatives ▪ Portfolio management supporting the Global Accounting Platform, Accounting ODS, Accounting Transfer System, and Derivatives Accounting Platform with Subject Matter Expertise in complex asset types and accounting solutions▪ Matrix management of 8-10 application developers globally, including full time employees and offshore consultants▪ Maintain and continuously strengthen relationships with business consumers, Production Management, Architecture, Deployment Services, Data team, and other stakeholders▪ Create project documentation including charter, requirements, test plans, data flows, risk matrices, and project plans▪ Team lead for all forecasting projections, analysis, and variance explanations for senior management reporting. Forecast resources in accordance with project budgets totaling over $2 million▪ Centralized and standardized responsibilities and deliverables in accordance with the SDLC process

▪ Manage a staff of 9 junior and senior accountants in Bank Syndication Loans, FAS 91, and FAS 115 ▪ Highly involved in all phases of the system development life cycle as project lead in an initiative by SS&C (CAMRA software vendor) to develop a new bank loan module▪ Continuously reevaluate the need to streamline job processes. Programmed three databases which completely automated functions of over 9 accountants. Also implemented changes in the bank loans area in order to expedite the monthly close period from 5 days to 3 days as part of a company wide initiative▪ Independently responsible for coordinating the 6 phases of the Bank Loans Foreign Cash Project; prepare and conduct presentations to multiple levels of management; work closely with IT and Corporate Systems to implement a sophisticated matching utility▪ Participate in goal planning and performance discussions with staff members as well as engage in the recruiting, interviewing, and hiring process

▪ Solely responsible for all aspects of the FAS 91 amortization and analysis process and the FAS 115 pricing and reconciliation process▪ Performed research and trend analysis through the use of Crystal queries and Cognos reports; streamlined and established consistency through organization and consolidation of procedures▪ Responsible for the complete development of the Schedule BA, fully automated, to be used for Bank Syndication asset reporting▪ Coordinated, consulted, and motivated Front Office, Data Integrity, and IT on multiple platforms including inquiry items, development of new reports, and testing▪ Systematically researched and monitored exceptions reports; reduced the average daily number of exceptions by 30%▪ Proactively participated in additional projects including the Operational Risk Workshop and Relay for Life▪ Promoted to Supervisor after just 6 months of employment as an accountant

▪ Independently audited and reconciled investment portfolios exceeding $8 billion in assets on a weekly and monthly reporting cycle; complied with GAAP requirements▪ Responsible for training new staff members on job functions and financial concepts▪ Educated new procedural information to a unit of 4 junior and senior accountants regarding corporate actions, cost allocations, and portfolio revaluing▪ Verified other accountants’ work and approved the release of the reports to the client▪ Served as a resolution person for the unit, followed up on issues of concern, and reported status to upper management▪ Utilized financial software systems and created analytical spreadsheets and tools where advantageous; increased efficiency and accuracy by 45% while also reducing report production time▪ Promoted from Junior to Senior Accountant; selected as participant in the Junior Professional Program