Prepare and deliver lectures to undergraduate students for several courses including Principles of Finance and Economics

Provide comprehensive consulting services to retail businesses. Minimize clients' risk while increasing efficiency by strengthening their operational infrastructure. Analyze existing processes/systems to identify deficiencies and implement corrective action. Partner with senior executives and other stakeholders to develop strategic plans.➢ Initiated core projects to resolve long-standing issues, enhance operational procedures, and facilitate expansion; provided leadership and direction to project team members and outside contractors; formulated plans and schedules to achieve project goals on time and within budget; projects included:► Conducted in-depth market analysis to help a fashion house achieve growth objectives; researched global markets to identify viable locations; developed proposal to support international expansion.► Identified critical flaws in a client's accounting system, which were creating inaccurate forecasts/inventories; developed new processes and controls to eliminate discrepancies and provide a sound financial foundation.

Provided expertise to global financial institutions in all aspects of middle office operations and management. Member of a first-rate management consulting team that serviced top-tier firms including Goldman Sachs, AIG, and Lord Abbett. Provided leadership to four Junior Associates and two Financial Analysts.➢ Worked collaboratively with senior executives to design project strategies; analyzed clients' middle office operations, processes, and controls to identify risk and improvement opportunities; worked with colleagues to develop plans to strengthen operational efficiency, regulatory compliance, and risk management functions.➢ Instituted best practices in middle office operations; liaised with clients' leadership and project teams to communicate strategies and coordinate projects; played a key role in securing future consulting engagements through effective relationship management and project direction; achievements included:► Goldman Sachs: Strengthened firm's technological capabilities by recommending upgrades to antiquated systems; played a key role in improving middle office operations for two key hedge funds by streamlining and improving internal processes; increased accuracy and improved efficiency of internal controls by 18%.► AIG Premium Reconciliation Project: Streamlined a cumbersome, complicated data management system; devised Excel formulas to better reconcile critical data for several entities that shared the same database; improved accuracy and efficiency, resulting in a significant improvement in compliance and data integrity.► Lord Abbett: Member of a consulting team tasked with conducting research to identify the most appropriate and beneficial clearing provider for the firm; performed due diligence and detailed competitive analysis to select a provider that could best satisfy the firm's business requirements and manage their volume.

Provided efficient, effective middle office support for a high-volume FX trading desk. Protected the firm's assets by closely monitoring trades to identify and resolve discrepancies and irregularities. Communicated extensively with operations departments of major hedge funds to coordinate and facilitate FX trading activities.➢ Contributed to increased profitability for the firm through expense analysis and process improvement; continuously evaluated costs to ensure accuracy; achievements included:► Generated multimillion-dollar annual savings through meticulous auditing of invoices; reduced administration costs by 25% by identifying overbillings and other invoice inaccuracies.► Converted the processing of FX deliveries and payments from a manual process to an automated system; reduced processing time by 33%, saving more than 600 labor hours per year; managed SWIFT messages internally and with foreign banks to monitor entire firm's FX deliveries and payments.➢ Prepared daily reports timely and accurately; prepared FX and commodity prime brokerage client credit usage and cash flow management reports; generated daily P&L reports; prepared price testing and month-end flash-to-actual P&L ledger journals

Provided consulting services to financial firms in the areas of operations, technology, and data management. Assessed business models and functional requirements to create project plans to support process reengineering. Monitored and reported on project progress. Created Excel files to mirror production data for testing purposes.➢ Completed engagements independently and as a member of cross-functional teams; projects included:► Bank of New York: Implemented a large-scale risk management project following the 9/11 tragedy; erased a massive amount of data using established procedures to ensure compliance with regulatory requirements.► Hedge Fund: Served as Project Manager and acted as a liaison between client's business stakeholders and Sysallies' IT team; ensured new systems satisfied clients' functional requirements.