Product Management | Strategy | Evangelism• Define product strategy roadmap and long term vision• Collaborate with product and development to prioritize and achieve initiatives• Work with internal and external stakeholders to solidify design and functional requirements• Collaborate with development on data engineering and analysis for product functionality• Publicly speak on industry trends, norms, and on the behalf of RiskScout products

Management | Strategy | Evangelism• Define product strategy roadmap and long term vision• Collaborate with product owners to prioritize initiatives• Perform data analysis for product research and development• Work with stakeholders to solidify design and functional requirements• Publicly speak on industry trends, norms, and on the behalf of RiskScout products

Consulting | Product Management | Thought Leadership• Consult for organizations exploring or engaged in high-risk or high-touch industries• Research and design future compliance initiatives and product requirements• Define business needs for product utility considering client requests and industry trends• Research, create, and present on higher risk banking and compliance• Monitor, identify, and communicate industry and regulatory trends that impact clients

An in person group in the Austin area that meets about product, strategy, and entrepreneurship. We work through ideas, talk about new technology, and learn from each other through conversation and targeted readings.

• Selected to Leadership Exploration and Development (LEAD) to work with agency leadership in management and team lead roles on projects such as coordinating business lines to develop national risk committee priorities• Lead teams of up to twenty examiners to deliver conclusions on examinations of multi-billion dollar banks in the northeast by establishing deliverables, coordinating training, accounting for production needs, and managing workload based on bank specific risk and staff expertise• Spearhead engagement for PPP lending and loan deferral guidance for institutions supervised by the Boston Field Office as a member of the northeast district credit committee, ensuring bankers are able to meet customer needs while maintaining the safety and soundness of their credit position• Developed nationally available tools using Excel and Tableau for analyzing a bank’s allowance for loan and lease losses, loan portfolio performance, financial capacity, stress testing, and shared national credits allowing non-technical users to incorporate otherwise time prohibitive analysis• Developed curriculum and a bi-weekly training program for Boston field office employees on subjects such as capital adequacy, commercial credit, and the Bank Secrecy Act• Portfolio manager and point of contact regarding dividend requests, regulatory concerns, mergers and acquisitions, and new product discussions for several Northeast regional banks

• Developed and subsequently adjusted the supervisory strategy to ensure staffing and target exams were appropriate in light of changing risk conditions driven by COVID-19• Coordinated supervisory activity and findings with regulatory agencies including the FDIC, FRB, CFPB, SEC, and OSFI• Oversaw the development of the bank's report of examination, quarterly risk assessment, and ongoing and targeted examinations

• Analyzed and concluded on the adequacy of bank capital, earnings, capital markets exposure, cybersecurity, and anti-money laundering controls by performing stress tests, vulnerability reviews, and transaction testing• Led reviews under supervision by a commissioned examiner and presented findings to management and the board• Developed widely available tools for analyzing a bank’s allowance for loan and lease losses, loan portfolio performance, and SNC line sheets, allowing non-technical users to incorporate otherwise time prohibitive analysis• Led teams of up to approximately 10 examiners as the loan portfolio manager, verifying accuracy of loan risk ratings, adequacy of loan review, management competence, and other metrics pertinent to the asset quality rating

Call incoming students and talk about the opportunities and benefits of choosing the Isenberg School of Management

Assimilate freshmen into a college environment by teaching them about school resources, networking, building their resumes, and general business practices.Mentor students and answer any questions they may have whether they be academic or not.

Processed medical claims from insurance companies and hospitals.Made calls to patients and insurance companies regarding accounts.Prepared and reconciled spreadsheets to source documents.Analyzed and resolved accounts payable discrepancies.

Created Advisory Reports and illustrations for advisors and clients.Followed up with insurance companies regarding policy changes and benefits.Researched potential investments as well as overall market volatility and direction.Updated 401k Plan holdings and flagged investments in need of review.

Process and edit International and Domestic transactions.Work on GIMS (Global Inquiry Management System) to process incorrect and difficult transactions.Working with other employees to analyze and complete difficult transactions.

Created and updated investment proposals and client information.Utilized Salesforce and Excel to better organize and present information.Handled class action stock suits and expense reports.

Acquired level 1 Foreign Exchange Certification.Made sales calls and meetings with potential clients.Researched currencies using Bloomberg and alerted clients when opportunities arose.Facilitated international payments and client planning using the company software FXpert.