As a member of the Professional Development Planning Committee for the National Association of Securities Professionals (NASP), I am dedicated to shaping impactful learning experiences for the upcoming 2025 NASP Annual Conference. Scheduled for June 2-4, 2025, at the Hilton Downtown Hotel in Columbus, OH, this event is themed Driving Economic Impact: The New DEI. The conference will convene industry leaders, professionals, and change-makers to explore how diversity, equity, and inclusion (DEI) are reshaping economic opportunities.In this role, I contribute to the strategic planning and execution of professional development sessions. I work collaboratively with fellow committee members to identify topics, secure speakers, and create sessions that deliver value to attendees. A key responsibility includes facilitating and ensuring the successful delivery of one of the conference’s cornerstone sessions:Session Title: C-Suite Insights: The Evolving Journey to Executive RolesDate/Time: Monday, June 2, 2025, 2:20–3:20 PM ESTThis session provides an inside look at the paths to C-suite leadership, featuring candid discussions with executive leaders in finance. It offers attendees practical strategies for developing resilience, adaptability, and leadership skills, essential for navigating the complexities of senior roles.As a facilitator, I oversee the coordination of speakers and panelists to ensure the session’s success, fostering an engaging dialogue that empowers participants with actionable insights to shape their career journeys. I am committed to contributing to a transformative event that inspires growth and drives meaningful conversations around DEI and leadership in the securities industry.

Robust history of effectively managing financial operations and enhancing liquidity for nonprofit, government, and commercial real estate organizations. I have honed my skills in cash flow forecasting, liquidity management, and risk assessment. I excel in optimizing working capital, ensuring sufficient liquidity, and maintaining compliance with regulatory requirements. My role has involved utilizing financial models and data analysis to provide actionable insights for decision-makers. Proficient in evaluating investment opportunities, assessing market trends, and implementing strategies to maximize returns while mitigating risks. Committed to ensuring the efficient allocation of capital and providing the necessary guidance for clients to achieve their strategic goals. My role has been marked by a dedication to leveraging cutting edge technology and data analytics to streamline payment processes and enhance treasury management systems. Proven track record in streamlining payment processes, enhancing treasury management systems, and implementing automation solutions to optimize cash management. Through continuously improving clients' financial performance and enhancing their financial health, my team and I have been able to cultivate meaningful relationships and ultimately, inspire and build better lives & communities.

Completed a comprehensive, structured, broad based rotational financial services immersion program focusing on various topics applicable to the industry including a strong foundation in leadership skills, financial services acumen, strategy, innovation and creativity, data analysis, storytelling, project management, risk governance and assurance, and the Truist organization and culture. Executed a deep dive into the understanding of core principles of credit, financial & credit analysis, commercial lending, credit risk management, business development, sales consulting, underwriting, relationship management, credit learning systems, and more. Through meaningful touchpoints with other Enterprise & Technology/Innovation track participants and senior leaders across the enterprise, I left the program prepared to bring a fresh, holistic approach to every solution and every client from Day.

Specialized in evaluating the financial needs of nonprofit organizations, government entities, and commercial real estate ventures, offering tailored banking solutions to support their growth and operational goals. Exercising in-depth financial analysis, risk assessment, and the development of complex banking strategies, enabled clients to thrive in the competitive market. With a keen understanding of the unique challenges and opportunities faced by middle-market organizations, I consistently delivered value by optimizing their financial structures and enhancing access to capital.In collaboration with the relationship team, demonstrating the ability to provide sustainable financing strategies for both profit-driven and socially conscious endeavors, established a strong sense of credibility within the client portfolio. With a continued focus on making a meaningful impact and helping organizations achieve their financial objectives while contributing to positive social change positioned myself and the greater team as versatile trusted advisors.

Specialized in the evaluation and optimization of pricing strategies within the banking industry, accompanied with a keen eye for market dynamics using advanced data analytics. Consistently drove enhanced profitability and fostered a competitive edge for the organization's go-to-market strategy. Demonstrated a proven track record of crafting precise pricing models, analyzing market conditions, and translating complex financial data into actionable recommendations. Through consistent results, I established a trusted authority in the field of treasury banking pricing analysis. The commitment to staying abreast to industry developments in this dynamic field has ensured staying at the forefront of the profession.

Specialized in advising organizations on the selection, implementation, and management of treasury management systems and financial technology solutions. Consulted with commercial and middle market clients on treasury operations, financial instruments, and technology platforms, helping businesses optimize their cash management, risk management, and financial reporting processes.Through consultative conversations, I successfully provided clients with appropriate recommendations on the appropriate software solutions, customized configurations, and working capital improvements. A deep understanding of the intersection between finance & technology, accompanied with understanding the specific needs of each client resulted in the strengthening of client relationships throughout the portfolio.

Evaluated and managed commercial payment solutions designed to streamline working capital operations for middle-market clients. Specialized in analyzing the intricacies of commercial card programs, including corporate credit cards, procurement cards, and travel cards. Through assessing liquidity needs, understanding spending patterns, and crafting tailored card programs that optimized efficiency, control, and cost savings, myself along with the relationship team cultivated meaningful relationships with clients & prospects.The combined expertise of myself and the team in commercial card programs allowed us to drive portfolio growth through enhancing payment processes, unlocking balance sheet financing, and optimizing client working capital funding gaps. Combining a deep understanding of financial systems with data analytics enabled us to provide our clients with strategic business insights that improved their financial operations and helped them achieve their financial goals.

As a Wall Street Direct Program Fellow with Wall Street Bound Inc., I am currently immersed in a comprehensive four-month training initiative designed to empower diverse students with the knowledge and social-emotional awareness essential for a successful Wall Street career. This intensive program consists of four modules, each spanning two to six weeks, covering instructor-led technical finance and professional skills development sessions, panel discussions featuring financial professionals, interview preparation, resume review, self-study, and exam readiness for industry-recognized credentials.In Module One, the "Introduction to Wall Street Bootcamp," I will gain a foundational understanding of various aspects of the financial services industry through structured presentations on Wall Street's history, capital raising processes, and economic impacts on financial markets. Module Two, the "Wall Street Intensive," will equip me with a solid foundation in alternative investments, including digital assets, data analysis, and financial modeling, preparing me for the Securities Industry Essentials (SIE) Exam Structured Study Program. Module Three involves a comprehensive study program sponsored by Kaplan for the FINRA© Securities Industry Essentials Exam (SIE), combining self-study with weekly check-in calls and intensive review sessions. Finally, in Module Four, the "Wall Street Immersion," I am honing the soft skills crucial for success in the financial services industry, including social and emotional intelligence, through activities such as the "Morning Meeting," resume presentations, and mock interviews, guided by the support of the Wall Street Bound team, mentors, and alumni. This experience positions me as a well-rounded and prepared professional ready to navigate the challenges of Wall Street.

As an Alternative Investments Credit Academy Fellow with SEO, I am currently immersed in a comprehensive program that delivers education, exposure, training, and mentorship opportunities within the alternative investments sector. Aimed at high-achieving professionals, including those identifying as Black, Hispanic/Latinx, or Native American, the SEO Credit Academy is designed to equip individuals for success in credit investment roles. Leveraging SEO's extensive track record of closing opportunity gaps in the alternatives space, this program builds on that success specifically within the credit sector. Through a series of events, the SEO Credit Academy provides a platform for gaining the understanding and preparation necessary to compete for credit investment roles. The program facilitates valuable connections and networking opportunities with major credit funds, and committed candidates have access to one-on-one coaching and mentorship, contributing to a holistic and enriching learning experience in the dynamic field of alternative investments.

During my tenure as the Student Government Senate Leader at my university, I had the privilege of assuming a key leadership role in representing the student body. I was responsible for guiding and coordinating the efforts of the Senate, ensuring that diverse voices and concerns of students were heard and addressed. This role required a deep commitment to effective communication, collaboration, and advocacy. I successfully led the Senate in various initiatives, from organizing campus events to addressing student concerns and advocating for improvements in academic policies and campus life. Through my leadership, I fostered an environment where students could actively engage in the decision-making process and work together to create a better university experience for all.I also played a pivotal role in facilitating open dialogue between students, faculty, and the university administration. My ability to bridge these different groups allowed for more constructive discussions and positive changes on campus. Overall, my time as the Student Government Senate Lead was marked by a dedication to student welfare, inclusivity, and the advancement of the university community as a whole.

During my tenure as an Enterprise Profitability Intern, I had a valuable opportunity to contribute to a pivotal financial transition - the shift from LIBOR TO SOFR (Secured Overnight Financing Rate ). My role involved working closely with the organization's Corporate Treasury Team to understand the implications of this transition on profitability. I engaged in data analysis, examining the impact of financial instruments tied to LIBOR, and assisted in the development of strategies to optimize the organization's profitability throughout the transition. My responsibilities included researching and evaluating SOFR-based alternatives, analyzing pricing models and helping to ensure a smooth and financially advantageous migration to the new benchmark rate. This internship experience allowed me to gain insights into the intricate process of managing a significant financial transition while focusing on the profitability aspects. I actively contributed to identifying potential challenges and opportunities in the LIBOR-SOFR shift, demonstrating my ability to adapt to evolving financial landscapes and enhance the organization's bottom line during a time of change and adjustment.