▪ Created assessment framework and roadmap to improve the bank’s data analytics capabilities, as part of the enterprise data strategy. Worked with business and technology stakeholders to assess current state practices and infrastructure, identify opportunities, and improve business and technology alignment. ▪ Drove business case for replacing legacy client lifecycle management platforms with an industry-leading packaged solution, from program ideation through funding. Worked with business partners, operations teams, and technology teams to drive consensus. The 5-year, $30M program will deliver a 50% reduction in technology costs for client onboarding, improve data quality, and enhance compliance. ▪ Managed $40M+ annual business budget for CDO business change and operations teams responsible for managing client, counterparty, account, financial instrument, and legal agreement data. Collaborated with functional leads to ensure continued delivery of strategic roadmap while achieving financial targets. ▪ Led the prioritization of $20M+ annual IT funding needs for CDO IT change programs, in collaboration with business change and IT managers. Crafted funding proposals, and worked with IT management to maximize budget approval from IT funding governance committees and business stakeholders. ▪ Managed the Program Management Office (PMO) team responsible for monitoring execution of key business and IT initiatives, and ensuring adherence to best practices and internal standards. ▪ Led the central data governance function during its inception, and closed data-related regulatory audit points for BCBS 239. Hired and managed central team of 6 resources, oversaw creation of adoption roadmap with linked delivery metrics, and worked with divisional data governance leads to drive execution. ▪ Managed a business management team with oversight over budgeting, forecasting, hiring, and vendor management for the CDO business and operations teams.

▪ Delivery manager for multi-year $15M program, at a top-10 asset management firm, to create new infrastructure for client management, portfolio analytics, and performance reporting. Led team of 12 resources to create a client management system, designed system architecture, oversaw data migration (ETL), and designed web service API’s to expose functionality to client onboarding and reporting systems. System was developed using Java EE, WebLogic, Oracle, and REST services. ▪ Managed development of cloud-based application for legal practice management. Oversaw team of 14 resources (PM’s, BA’s, developers) and delivered the application using an agile development process. Developed the software architecture on the Microsoft Azure platform. ▪ Established data governance office at a leading asset management firm. Developed governance framework, established data governance council, and ran data quality issue management process. - Led creation of dashboards to monitor data quality metrics for corporate actions data, and resulting impact on portfolio performance due to inaccurate cash positions - Developed remediation plans for resolving data architecture issues and data quality issues in central data warehouse containing trade data and brokerage data ▪ Delivered $4M+ annual cost savings, for listed derivatives unit of a top-5 global investment bank, by reducing broker fees and regulatory fines. Increased accuracy of data reconciliations (accounts, positions, fees) and client money calculations, by creating common global processes and improving data quality.

Consulting firm providing data analytics and business intelligence services using a global delivery model. ▪ Grew client service delivery team to 40 people within first year, while building a data analytics and business intelligence consulting firm. Oversaw all aspects of client delivery, with oversight of engagement managers and delivery teams. Recruited and trained staff across US and India offices. ▪ Generated $1M+ revenue from service offering that aggregated competitive retail advertising data, and provided analytics evaluating client revenue outcomes against competitive marketing actions. Managed development of service operations, underlying data platform, and supporting business intelligence tools. ▪ Reduced data migration timelines by 50% and saved $0.5M on a client master data initiative at a Fortune 100 manufacturer. Led the development of a semi-automated software tool to accelerate consolidation of 500K+ client records across divisions, and deliver high-quality client master data. ▪ Evaluated performance of in-store featured product displays for a Fortune 100 retail client, determining the effect of specific marketing levers (pricing, promotions, feature location, etc.) on sales and margin. Refined feature space allocation methodology to help client towards goal of increasing revenue by $50M.

Global management consulting firm providing Fortune 500 clients analysis, insights, and recommendations to refine business strategies, identify opportunities for improving operational efficiency, and develop actionable execution plans for implementing recommendations. ▪ Advised leadership team for a Fortune 100 property & casualty insurer in executing a $100M+ technology and operations transformation program. Worked with business and technology leads across divisions to define future state technology and operational capabilities, and create delivery roadmaps. ▪ Identified 2% - 4% margin improvements for division of a $6B building products company, by analyzing existing pricing tactics and identifying pricing inefficiencies. Created methodology and process for reporting customer-level profitability, a key metric that the client was unable to determine previously.