• Strategic Problem Solver: Founder and CEO of The 5 and 2 Project, LLC, a professional small business videography firm producing authentic and inspirational photography and videographic content (by land and air) for organizations to highlight their mission.• Award Winning Video Producer: Created award-winning videographic content, highlighting social causes (poverty, homelessness, cancer awareness, etc), for household-name brands and foundations, which have made thousands of impressions across multiple communications platforms.o Bank of America | Power to Make a Difference Campaign (2019) | Winning Proposal | Awarded $50,000 to charity of choice. Produced the winning video proposal for a Merrill Lynch employee to spearhead bringing mobile shower units to Charlotte, NC providing cleanliness and dignity to the homeless population.o KIND Foundation | Nice vs Kind Contest (2018) | Winner | Awarded $30,000 to charity of choice. Produced photographic and videographic content illustrating the difference between being nice and kind, and encouraging everyone to choose KIND.• Business Management: Worked hand-in-hand with top level executives at for-profit and not-for- profit organizations to align content and messaging with organizational goals. This includes having direct responsibility over storyboarding, scripting, filming, editing, and final video production.o Partnerships with not-for-profit organizations include: The 24 Foundation, Susan G Komen Charlotte Foundation, PBS, The F3 Foundation, The Paula Takacs Foundation for Sarcoma Research, The Isabella Santos Foundation, Speed For Need.o Collaboration with for-profit brands include: Men’s Health Magazine, Bank of America, Coldwell Banker, Keller Williams, The Keith Corp, Arcadia Homes.• Member of 2019 NPR Charlotte WFAE 90.7 Queen City Podquest Championship Team, ‘Work It’• FAA Part 107 Licensed and NCDOT Certified, UAS Drone pilot

• Socially Responsible Investing - Primary Trader and backup Portfolio Manager to Stephen Liberatore, lead Portfolio Manager for investment mandates incorporating Environmental Social Governance (ESG) criteria, including the TIAA-CREF Social Bond Fund (MUTF: TSBIX), a 5 Star Morningstar rated multi-sector fund with $3bln+ in assets, of which 30% is invested in Green Bonds and securities of companies who drive measurable environmental and social impact.• Investment Management - Key member of a high-performing Investment Grade Team of (15 FTE) PMs, Traders, and Research Analysts collectively managing ~$85bln in General Account, Total Rate of Return, and Third Party Investment Grade Fixed Income Assets. o Won Lipper Award for Best Mixed Assets Large Fund Company four consecutive years (2016 - 2019) o 70% of TIAA mutual funds received an overall Morningstar fund rating of 4 or 5 stars.• Senior Leadership / Manage, train, oversee, and develop a team of (4 FTE) traders as Head of theInvestment Grade Trading Pod executing secondary fixed income trading volumes of $15-20bln par value annually.• Relationship Management - Forge, maintain, and nourish deep relationships with every major WallStreet Broker’s syndicate, strategy, sales, trading, and research teams as the face of TIAA’sInvestment Grade asset class, and officer of the firm.• Cultural Leadership - Proudly selected as the keynote speaker of the 2018 ‘TIAA Talks’ (TIAA’sversion of a ‘TED Talk’ Event) company-wide gala, speaking about service to others, in front of a large live audience, and shared with the entire company. You can view the talk in the link below.

• Build and Lead Team - Manage and oversee the Derivative Services Production Support Team (4 FTE) responsible for directly supporting Front Office investment activities, maintaining trading systems, and performing collateral management activities to reduce counterparty risk exposures.• Employee Engagement - Established, implemented, and led newly created Employee Cross- Training Program (20+ FTE) in Technology & Operations, designed to develop associate skillsets on-the-job while providing added leverage to the Front Office through rapid response solutions.• Subject Matter Expert - Assist Asset Management Traders and Portfolio Managers in evaluating credit trading opportunities including: basis trades, relative value trades, corporate credit hedging, replication strategies, yield enhancement, arbitrage, and other investment strategies.Manager | Finance and Actuarial | Charlotte, NC | 2007 - 2009 • Build and Lead Team Responsible for the strategic build-out of the newly formed TIAA-CREF Derivatives Finance Team (4 FTE). This included maintaining Subject Matter Expert knowledge of derivatives, implementation of industry standards, creating reporting and internal controls, forecasting, planning, and budgeting, and development of associates.• Project Management Project Manager for the FAS133 Murex Derivatives Accounting Integration Project. This involved a complete replacement of the legacy system, and became the first and only TIAA securities system to perform straight-through-processing to the General Ledger daily.

Trading Assistant for the Bank of America Corporate Investments Asset Liability Management (ALM) Trading Desk directly supporting the Chief Investment Officer of the Bank. The Corporate Investments ALM and Proprietary Trading Desks managed AUM of $500bln and $2bln, respectively.• Asset-Liability Management - Supported the execution of equity, fixed income, and derivative transactions, reporting of securities positions, P&L, and risk exposures, forecasting net interest income, performance measurement, and benchmarking for a number of Bank strategies.• Team Building - Collaborated with PMs, traders, and credit research analysts in performing fundamental and technical analysis, monitoring and explaining market movements, credit events, company earnings, Street activity, and reactions to monetary policy and macroeconomic releases.

Traded over-the-counter (OTC) and exchange listed equity and option block orders for high net worth clients and the firm. Experienced in brokerage operations, educated in NYSE and NASDAQ execution rules, and expertise in complex option trading strategies. Build solid relationships with national market makers and stock exchanges to achieve best-execution and maintain high levels of liquidity.