Sarah Morris Email and Phone Number

- Navigated 8 different Middle School stakeholders to fill immediate and upcoming teacher and school support vacancies- Maintained a 97.5% hire rate for immediate hires and filled 30+ vacancies for the 2021-2022 school year - Supported the entire San Antonio portfolio and Houston High School portfolio during transitions to fill 20+ roles - Created new data reporting structures and metrics through SmartRecruiters (applicant tracking system); send regular reports weekly to team leaders and stakeholders reporting on the hiring progress of each recruiter- Crafted entire data strategy for hiring, terminating, and auditing ESSER (Elementary and Secondary School Emergency Relief Fund) positions (600+ roles). Report regularly on progress to goal and work directly with project manager to ensure data fidelity- Successfully onboarded two new team members, leading trainings on KIPP Texas, Candidate Review, and Hiring Season- Transitioned to Houston Elementary School portfolio (5) schools as the first fully remote recruiter for KIPP Texas

- Projected viability of studio growth and purchased underperforming location to turnaround the success of the studio- Ran overall operations of the studio (200+ clients), regularly analyzing expenses and targeting areas of growth to create a thriving business. Grew business by 127% in membership and 83% in average monthly revenue between Feb 2019 – Feb 2020- Ensured studio remained profitable during COVID-19 pandemic by moving operations online; retained 75% of members during an economic crisis and conducted online classes. Continued to employ staff during this time to ensure staff retained income. Created an entire cleaning protocol to follow, step-by-step, to successfully reopen the studio at the highest level of safety- Managed a team of over 20 employees (full-time and part-time); executed payroll, performance management, and led by example to create a welcoming and open environment to better facilitate growth in the studio- Worked with local partners to increase brand reach; hosted monthly pop ups around Houston and regularly altered digital marketing campaigns to maximize cost per lead and cost per new member in order to increase speed of membership growth- Successfully sold the studio for a profit during the COVID-19 pandemic; managed the transition and taught new owner how to run the ins and outs of the business while maintaining consistency for staff and clients to create a smooth changeover

Strategic Partnerships Team- Conducted competitive analysis and industry research on players across the auto industry; presented findings to senior leaders and created comprehensive industry analysis report shared with entire Auto organization (50+ key leaders and their teams) to give company a well-rounded view of the entire auto lending landscape and points of leverage for company to utilize- Coordinated requirements to create partnerships and ensure that implementation is running seamlessly (including product, technology, business, legal, and compliance) to properly onboard new partners while ensuring company needs are not sacrificed- Managed partner relationships, acting as primary point of contact for clients and resolving internal and external issues for the purpose of amplifying our Business Development strategy. Partners included Nissan, Hyundai, and Fiat Chrysler

Financial Services Strategy Team- Analyzed the impact of shutting down out entire Home Loans business; assisted with the transition of closing the business and determining our go-forward strategy as an auto lending division to exit a cost-high business and boost a profitable business- Evaluated the monetary and qualitative impact of utilizing “digital data” sources to leverage existing customer data when applying for a home loan and/or auto loan to explore new areas that could provide an edge in the auto lending space- Consulted on various projects within Financial Services including development of a new data strategy for the entire division, creating digital products to thrive in a competitive industry, and analyzing the impact of new regulations and technology in the auto industry to push our auto strategy forward across the business- Interacted with and advised senior executives on the aforementioned projects; served as an advocate for projects to the President of FS and CEO; trusted with confidential and proprietary information on a daily basisMarketing and Analytics Prequalification Team- Acted as a product manager to lead a 10-person tech team in development of a national online prequalification product with approximately 8,000 mortgage prequalification approvals per month to build up our digital presence - Conducted a credit decision for launch of product forecasting NPV and evaluating the risk should the product be low performing in order to launch our new digital product; involved meticulous analysis and was subject to approval by a senior VP

• Worked 32 hours a week assisting teachers and administrators (9 total) by analyzing the organizational dynamic of the school, addressing problems from an external perspective and providing solutions • Improved the structure of special education for underperforming students (30) to reflect standards and track ensuing results

• Gained a thorough understanding of the numerous economic, geopolitical, and financial indicators that impact the FX markets, such as debt, political instability, and employment; learned the relationship between FX and other trading products• Priced and executed trades between $25,000 - $4,000,000 USD for customers in various currencies such as EUR, GBP, CHF• Developed systems used to track customers and their trading platforms and further improved the BMO Emerging Markets capabilities; can speak knowledgeably about the benefits of FX hedging and different types of FX trading (forwards, options)

• Maximized returns of clients through analysis of structured-notes and annuity percentages• Projected financial outcomes for clients through Monte Carlo analysis and kept track of monetary returns

• Completed 5 Annual Due Diligence questionnaires and one Request for Proposal for high profile clients earning Citi Israel over $1,000,000 yearly• Analyzed over 1000 clients, contacting them when they lacked required tax forms and updating the Client Management System• Learned about direct and global custody, clearing, and settlement through sitting in on international phone calls and meetings and researching the 61 markets that utilize these services by Citibank

• Mentored four and five year olds from 9:00 AM to 4:00 PM five days a week• Selected to plan and execute special days within camp, including various programs for the children and instructing the other counselors in the division on the programs• Worked with particularly difficult children requiring extra communication with parents

• Researched publically traded companies to which BMO could offer its services• Observed both traders and salespeople, learning about their specific tasks and about the computer programs they use