Recent Engagements:- Built and managed a team of 11 resources as the Engagement Manager of a bank loans operations transformation program that enabled operational efficiencies, improved client experience, and mitigated operational risk through operating model and digitization programs- Helped launch and scale a new financial product (Separately Managed Accounts) through development and implementation of framework to analyze current state processes to formulate a target state strategic operating model and then operated as a program management lead for all digital initiatives across the program- Assisted a Tier One Asset Manager with their discovery and strategy efforts to replace their order/execution management system across their Investment Division globally - Supported a Global Life Insurer on defining their end-to-end digital ambition and strategy, across all functions, regions, and business units in-order to transform the Investment Division's operational platforms (all systems and processes) supporting the front, middle and back officesRecent Clients Include: - Goldman Sachs Asset Management- State Street- Capital One- Cigna Investment Management- Morgan Stanley

Additional Work Includes:- Helped launch and lead the Syndicate Loan Campaign across KPMG’s clients- Serve as a business development lead for a key Capital Markets Account - Support KPMG Leadership on RFP Initiatives- Support KPMG Leadership on Thought Leadership creation and client distribution- Support on the T+1 Trade Settlements Campaign across KPMG’s clients

Main responsibilities were centered around Business Transformation, Trade Lifecycle Management, Trade Settlements, and Term Loan/Bank Debt Operations

Main responsibilities were centered around the GO Program Management Team, working alongside eight different Business Units/Workstreams (ABOR, Data, Reporting, Term Loans, Trade Lifecycle, etc.) to ensure the execution of all program milestonesThe Global Optimization (GO) Program is the largest transformation initiative ever executed by John Hancock/Manulife to date. The multi-year program transformed the Investment Division's operational platforms (all systems and processes) supporting the front, middle and back offices with $833 billion in Assets Under Management (AUM) and Administration (AUA) of as June '18