● Create change management strategies in collaboration with senior key stakeholders that reduced cycle time 33% for party create and maintenance requests● Maintain an on-going portfolio of 6 projects, while managing team members, processes, and technology innovation that consistently achieves clients’ desired outcomes ● Oversee environment users ensuring an increase of project needs availability in APAC, EMEA, and NA markets● Identified synergies between client onboarding and Know Your Customer processes that increased efficiency by 37%● Orchestrate and develop 12 frameworks with senior leadership that improve future-state organizational designs ● Chair the company’s PRIDE Mid-Atlantic chapter, which has grown to be the 6th largest in North America through market research expansion, improved communication, and enhanced community support● Coordinate the PRIDE chapter’s engagement strategy that has resulted in a 219% increase in year-over-year participation, a 100% increase in managing directors’ endorsements, and a 25% increase in membership

Alcohol & Cash Management during NASCAR racing events and FIREFLY music festival.

Managed a $50 billion+ portfolio of c-level clients with a customer satisfaction rating of 100% ● Trained over 7 new hires in product specifications, company best practices, and standard operating procedures, which increased employee retention by 20% ● Liaised with internal and external partners, including high-revenue, global clients, and government accounts that focused on an exceptional customer experience● Audited operational procedures that reduced operating deficiencies by 17% and increased productivity by 11% ● Improved client experience through proactive measures at client and product level, and root-cause analysis as needed ● Resolved over 150 complex client inquiries per week as the designated Cash Management products point-of-contact

Account Reference Data Analyst| Client Reference Data| Corporate and Investment Banking● Promoted to Senior Analyst and Team lead within a year. ● Generated over $9 million through strong client relationships, accurate documentation, and strategic financial analysis ● Monitored and transferred cash/assets valued over $1 million of custody and trustee accounts to financial institutions● Implemented Global Directive Tracking with leadership to monitor activity that increased productivity by 50%

● Managed private wealth client relationships and administered investment management portfolios consisting of 100+ accounts valued at $1.2B in total assets● Produced over 20 daily activity reports, executed cash transfers and security trades, and processed capital calls/returns ● Achieved exemplary audit and compliance scores through proper recordkeeping for external and internal contacts● Served as a liaison to assist with trust implementation plans and issues in support of client advisors and managers

● Generated over $2.2 million in balance growth each year through strategic sales, marketing, promotion, and product referrals and was awarded the Top Sales Performance Award in 2009 and 2010● Developed and managed relationships with several partners per year to maximize sales opportunities and achieve sales standards with the goal of acquiring 100% of the client's financial services business, while maintaining client retention ● Collaborated with a multi-disciplinary team of branch managers, wealth advisors, and marketing, investment, business banking and mortgage services to serve in the best interest of a client’s financial needs

Logistics Readiness SquadronHonorable Discharge