- Partnered with business leadership in Personal Loans, Technology, Risk, Operations and Marketing to drive new initiatives and develop financial analyses for investment decisions, enhancements to existing processes and operational efficiencies- Led Personal Loans capital planning process and constructed comprehensive long-term financial plans for multiple capital planning scenarios - Created and enhanced financial models and modeling techniques to guide profitable business decisions, improve forecast accuracy and adhere to model governance standards

Product management for balance transfer, cash advance, Discover Business Card, International Acceptance, spend engagement programs, and sweepstakes- Managed offer and servicing strategy to enhance customer experience, grow revenue, and reduce costs- Led prioritization, testing, and implementation of innovation and continuous improvement projects, integrating voice-of-the-customer information, profitability analysis, and insight / objectives from Customer Service & Engagement, Marketing, Finance, Workforce Management, and Risk- Developed Marketing Scorecard with KPIs for all portfolio processes, and chaired monthly meeting with executive leadership

- Led and supported internal consulting projects for Personal Loans, Homes Loans and Deposits business units- Evaluated emerging business development and performance improvement opportunities for consumer banking and lending division- Generated detailed analysis and presented recommendations regarding entry into adjacent industries, potential new products and acquisition targets- Served as Recruitment Ambassador for Strategic Leadership Program

- Assessed company and industry structure to develop an in-depth understanding of specific market segments. As part of this process, built models, developed databases, and analyzed economic and financial information- Interviewed Fortune 1000 executives at client firms and met with influential participants along the client's value chain. Synthesized insights from these conversations- Formulated strategic and tactical recommendations with project team. Authored PowerPoint presentations that delineated action plans for clients- Delivered recommendations to clients with consulting team

- Built client base of high net worth households and business owners- Managed relationships with clients to develop portfolios based on changing objectives, constraints and risk profiles- Gained proficiency in working capital management and estate planning, in addition to a wide range of financial products including equity, fixed income, futures, options, and alternative investments- Acquired FINRA Series 7 (registered representative), Series 66 (securities agent and investment advisor), and Series 31 (managed futures) licenses