· Provided senior management and key stakeholders of financial institutions with customized strategic plans that were designed to increase business process efficiency and optimize revenue generation. Accomplished this through conducting end-to-end project analysis across multiple teams which included: preliminary process review, solution design, and solution implementation. For each of the aforementioned phases, created project roadmaps including key deliverable milestones, solution test hypotheses, modeled the cost/benefit associated with key tasks, and produced and presented recommendations based on my analysis.· Lead U.S ESG & Climate Risk practice. In this capacity, I developed internal ESG & sustainability research and marketing initiatives in conjunction with assisting financial institutions in developing a strategic plan to either develop or enhance their ESG and sustainability programs.· Developed acquisition and post-merger integration strategies for buy-side financial institutions.· Developed deal generation, fund raising, and acquisition strategies for private equity funds.· Lead strategic and technological transformation of a global CIB Global Structured Credit solutions department.· Advised financial institutions that sought to develop new revenue streams, improve sales efficiency and transform/optimize their operating model.

· Chief developer of bank-wide project to launch an RMB (Renminbi) Clearing Bank, an international capital markets entity designed to facilitate trade between the U.S and China using the RMB as the trade currency; managed and coordinated all aspects of project and conducted competitive analysis to determine Clearing Bank’s marketing strategy · Regularly led large internal teams on research projects tasked by senior management, including the interconnectivity of the U.S. and Chinese economies and the internationalization of the RMB · Advised senior management on domestic and global economic conditions, financial markets and banking regulations. The information I disseminate is used to determine BOC’s high level strategic decisions. · Develop Bank’s financial institution clientele through new relationships with banks, broker dealers and insurance companies · Conducted market/competitive analysis to determine a strategy to increase the Bank’s revenue

· Responsible for the strategic growth and development of Firm’s Financial Advisor /Non-discretionary investment program (3.5B in AUMs)· Responsible for strategic growth and development of Firm-Discretionary investment program ($1.1B in AUMs)· Perform due diligence on mutual fund, ETFs and alternative investments· Effectively managed asset allocations for over 50 models while also selecting the best asset managers through quantitative analysis· Researched and analyzed investment industry trends and developed strategic initiatives for the Firm’s advisory programs· Served as an organization-wide sponsor for investment products and research by giving presentations internally· Comprehensive familiarity of the bank business channels and key drivers of sales and revenue· Actively implemented registered investment advisory (“RIA”) driven projects and monitor RIA policies and procedures · Responsible for ongoing in-business reviews, compliance testing and internal audits

· Worked with bank administration to develop AML policies and procedures· Collaborated with account managers to review, update and ensure compliance of foreign correspondent banking accounts with internal and external AML regulations· Performed company valuations utilizing comparable public company analysis, precedent transaction analysis and discounted cash flow analysis· Published research reports based on research of M&A market trends across healthcare, technology and education sectors· Built financial statement projections, LBO, and accretion/dilution merger models

· Determined content for, and confirmed accuracy of data used in Frm’s research publication, with readership of over 35,000 investors· Oversaw 6 analysts in assessment of domestic and global economic data and reported findings in the Firm’s research publications· Conducted due diligence on hedge fund, private equity and real estate managers that applied for admission to Firm’s alternative investment manager platform· Sourced qualified investors for 23 hedge fund managers with AUM ranging from $50 million to $25 billion· Assisted C-level executives and investment analysts at pensions, endowments, sovereign wealth funds, and investment consulting firms in search of alternative investment products

· Supported sell-side and buy-side transactions by creating M&A and LBO financial models· Conducted due diligence and analyzed financial statements during the preparation of business valuations· Analyzed mergers and acquisitions within the asset management sector based on SEC disclosures· Created reports that identified asset management firms in need of capital infusion or strategic partner· Created M&A and buyout models to determine quality of potential co-investment opportunities· Reviewed investment proposals from private equity and venture capital investment managers

· Devised asset allocation strategies and created asset allocation recommendations for endowments, pensions and high-net-worth individuals· Created discussion materials for Investment Committees with AUM ranging from $100 million to over $2 billion· Performed due diligence on private equity and hedge funds · Evaluated investment implications using Markowitz Efficient Frontier, Monte Carlo simulations and ad-hoc models · Created quantitative and qualitative exhibits describing Firm’s recommendations on asset allocation, manager selection and portfolio diversification