• Develop and/or implement the Chapter’s strategic plan in line with ALPFA National’s annual goals and bylaws• Oversee development of goals and objectives of the Chapter and each committee in conjunction with the Executive Committee• Develop, approve, and track a budget of chapter expenses and revenues each fiscal year• Work with the Executive Committee in recruiting board members• Periodically consult with board members on their roles, help them assess their performance, and plan for leadership development and succession• Coach and mentor board members as future Chapter leaders and help provide internal opportunities for growth and development• By modeling appropriate behavior, set high standards for board conduct and manage conflicts as they arise• Review goals outcomes and metrics created by the chapter for evaluating progress against the Chapter’s strategic plan• As the chief elected officer of the Chapter, represent the organization externally and act as a spokesperson to the broader community• Attend social functions of other organizations as a representative of ALPFA Boston• Develop and manage relationships and communicate with partners, the media, and other stakeholders• Attend all National and Regional Conference calls or delegate representation

• Encourage organizations seeking to expand their outreach to connect and explore the benefits of our services.• Proactively engaged with clients to understand their unique needs and deliver tailored solutions.• Apply extensive experience to enhance the business relationships of diverse organizations.• Contribute to the growth and success of multiple clients through effective relationship development strategies.

Develop and execute distribution strategy for Life middle market segment focused on underserved markets by leveraging National and local diversity focused partnerships. Collaborate across Talent Acquisition, Diversity, Equity, & Inclusion, and other internal stakeholders to maximize external partnerships and influence through financial literacy and drive impact to the bottom line. Nationwide is a Fortune 100 company. o Develop and implement internal and external programs utilizing market analysis to effect change in financial literacy among Hispanic/Latine and Black market. Provided programs to Associate Resource Groups (ARGs), University partnerships (HBCUs, HSIs, PBIs), and other diversity focused organizations (Hispanic Scholarship Fund, F.A.R.E., HBCU Connect, ALPFA, etc).o Partner with marketing stakeholders to design new inclusive marketing assets promoting several Life products including video content, social media ads, graphics, event materials, and more.o Led the Customer Self Service prioritization project to reduce call volumes by engaging senior leaders and associates across business units to engage in rapid analysis and planning and deliver a strong set of recommendations for implementation.o Led the Innovation team on design and implementation of AI capabilities resulting in 110%+ of onboarding improvement.o Designed the Internal Sales and Service strategy with senior leaders to promote growth sales and resource scalability.o Implemented new centralized onboarding program for diverse Life distribution partners encompassing licensing, training, anddevelopment resulting in improved producer and agent experience and increased retention by 50%+.

Integral member of the leadership team of the Association of Latino Professionals For America (ALPFA) Inc. Partnered with the CEO to formulate and implement multi-year strategic plan encompassing revenue growth, operations/infrastructure, and budget process.o Redefined the sales program to incorporate holistic client focused approach to identify client needs and provide solutions to Fortune 500 companies on their Diversity Equity and Inclusion (DEI) strategy through ALPFA programming and events.o Increased revenue by 35%+ YoY through new sales program to positively impact P&L and Fiscal Management.o Coached and guided 400+ Chapter Leaders and Board of Directors through the implementation of the Chapters’ strategic plan to ensure that the teams effectively managed the day-to-day operations that drove the impact to strategic partners.o Guided ALPFA Professional Chapters in the development, implementation, and management of processes/procedures for all corporate development, marketing, membership, event planning, student relations, and programming.o Managed $1.2M+ P&L with CFO to ensure adherence to the budget and provide annual forecast and expense management.

Member of the executive team for the State Street Associates (Data Analytics) division reporting to the SVP, Head of State Street Associates and Secretary of the State Street Associates Committee (division governing body).o Responsible for standing up the design and implementation of the model risk management program framework First Line of Defense (FLOD) for State Street Associates which included creating monitoring controls and model validation while partnering with the Compliance, Corporate Risk Management, Internal Audit and the CISO.o Coached and mentored the Business continuity lead and the Office interns.o Implemented the risk control self-assessment program in partnership with the Enterprise Risk Management team, thesecond line of defense.o Implemented the risk controls to prevent the organization from being exposed to potential reputational and operational risk mitigating losses upwards of $25Million.o Provided project management oversight and progress reporting for product development initiatives through the creation of a new progress tracking report giving visibility to EVP team on the developments at the division.

Leading project manager responsible for the implementation of the Intermediary Holding Company, a requirement under Federal Reserve Dodd-Frank, which requires foreign entities with >$50 BN to place its US subsidiaries under a holding company. Created the framework to be able to outline the phases for the M&A process with internal and external stakeholders. Responsible for managing and reporting risks and dependencies to the CEO and Senior leadership team. Identified and defined risks associated with time and resources by working cross-functionally with the various internal andexternal stakeholders to ensure that proper dependencies were identified and defined to be able to prevent project risksspecially associated with missing the deadlines due to regulatory fines given the high degree of visibility for the project. Developed, directed, and oversaw all project management activities for 14 mergers and acquisitions ($139.2BN Assets)working closely with the Santander Holding USA CFO and Treasurer that allowed for Santander complete its formation of the IHC by assuming ownerships of most U.S. entities and meet its deadline with the Federal Regulators (FRB & SEC).

Managed cross-functional high exposure process improvements and application enhancement projects for the home loans end to end payment processing operation found through self-identified audits, DOJ initiatives, CFPB findings, Fannie Mae and Freddie Mac rules, and other regulatory bodies while influencing internal control departments. Shaped processes to increase SLA performance by more than 15% and maintained it greater than 97% while overseeing the bank’s exception payment process.

Streamlined processes and procedures across geographic markets that reduced errors by 30% to mitigate risk in data integrity. Designed, developed, and implemented the departmental training curriculum program to onboard 50+ associates for the entire Special Assets Group due to business growth through M&A and economy.