Global Banking and Markets Stress Testing – Balance Sheet & NII Team• Forecasting (Equities Team Lead): Responsible for the Global Markets Balance Sheet and Net Interest Income projections for CCAR and quarterly Baseline and Stress Testing scenarios. Requires various levels of analysis around the balance sheet qualitative models as well as the rate grids used to project NII. Perform model maintenance including enhancements, documentation and model governance routines (monitoring plans and reviews, validation, back testing, etc). • Infrastructure/Efficiency/Automation: Built the existing infrastructure to extract, transform, and load (ETL) the large volume of data necessary for our job function. This has been in place for 6 years and has been very stable. Built in MS Access utilizing forms and VBA to limit human interaction. • Forecast Connect (Enterprise Project): I operate as a SME and an influencer capacity to the Forecast Connect end to end forecasting project. My focus is to make sure the end solution demonstrates flexibility, scalability, simplicity and efficiency attributes. • People: FMAP day manager, manage business partners required actions, team routines (task trackers, cross team communications), and conduct trainings and knowledge sharing sessions to build a stronger team. As the Equities team lead, I am responsible for all things Equities. This requires me to manage my teammates supporting the Equities LOBs. Mentor to junior staff due to my nature and seniority/tenure on the team (6 years) and the Bank (17 years)• Executive Level Presentations and Business Partnering: Review and Challenge presentation are made to the FLU desk head as well as executives in Risk, COO, ESPE, and BSM. This role partners heavily with BFOs, FP&A, BSM, and Banking Finance.

Global Banking and Markets Stress Testing – Balance Sheet & NII Team• Forecasting (Equities Team Lead): Responsible for the Global Markets Balance Sheet and Net Interest Income projections for CCAR and quarterly Baseline and Stress Testing scenarios. Requires various levels of analysis around the balance sheet qualitative models as well as the rate grids used to project NII. Perform model maintenance including enhancements, documentation and model governance routines (monitoring plans and reviews, validation, back testing, etc). • Infrastructure/Efficiency/Automation: Built the existing infrastructure to extract, transform, and load (ETL) the large volume of data necessary for our job function. This has been in place for 6 years and has been very stable. Built in MS Access utilizing forms and VBA to limit human interaction. • Forecast Connect (Enterprise Project): I operate as a SME and an influencer capacity to the Forecast Connect end to end forecasting project. My focus is to make sure the end solution demonstrates flexibility, scalability, simplicity and efficiency attributes. • People: FMAP day manager, manage business partners required actions, team routines (task trackers, cross team communications), and conduct trainings and knowledge sharing sessions to build a stronger team. As the Equities team lead, I am responsible for all things Equities. This requires me to manage my teammates supporting the Equities LOBs. Mentor to junior staff due to my nature and seniority/tenure on the team (6 years) and the Bank (17 years)• Executive Level Presentations and Business Partnering: Review and Challenge presentation are made to the FLU desk head as well as executives in Risk, COO, ESPE, and BSM. This role partners heavily with BFOs, FP&A, BSM, and Banking Finance.

Global Banking (Corporate & Commercial) Credit – BFO Support • Increased responsibilities: Projects in this role are focused across all of Global Banking Credit and vary in topic. Some recent topics have been LCR, B3S Capital, R-Credits, and Overdraft Booking.• Consolidated Reporting: Responsible for compiling the Investor Relations Credit Supplemental package. Requires sourcing data across multiple database and business partners. The package is used to build the story of the previous quarter and to ultimately prepare our leaders for the Investor Relations meetings during quarter close.• Database Manager: Manage Global Credit Analytics (GCA) database. GCA houses loan level credit details from multiple source systems. It is used by BP’s for trending, forecasting, variance explanations and ad-hoc research purposes. I am the sole contact for users to report questions, issues and requests. I also guided GCA Tech team on prioritizing enhancements projects and BAU break/fix items.• Mentoring: As the most senior member of my team I have been provided various opportunities to train and mentor new members including new managers, co-workers, and FMAP associates. I have increased my mentoring and training abilities through providing proper level of delegation while also providing history behind our processes and business decisions.

Global Commercial Banking Credit - BFO Support• Modeling: Rebuilt the GCB credit models to incorporate new functionality/granularity and to improve the speed of refreshing the models (reduced 3 days to 4 hours).• Capital Reporting: Built GCB Basel 1 reporting to provide weekly changes in exposure and corresponding B1 impacts to leaders. Utilized client level details to appropriately convert and risk weight the assets.• Partnership: Built trust and reliability with GCB BFOs by consistently meeting their needs on various ad-hoc topics and research requests.

Financial Protection Services - BFO Support • Forecasting: Responsible for the Life Insurance sales team forecasting starting with lead source expectations to sold policies and revenue recognition.• Efficiency and Accuracy: Enhanced reporting by utilizing Access databases and VB scripts to automate manual and repeatable processes. Improved the speed and reduced errors compared to prior methods.• Partnership with offshore teams: Effectively trained our teammates in India on reporting procedures and business knowledge. These teammates produced the routine reporting allowing me to focus on the new reporting requests and enhancements to meet our business partners’ needs.

Richmond BPP/LPP Inside Sales and Property & Casualty • Countrywide Transition: Key member of the Telephony Transition, Debt Can Benefits and Servicing & Debt Can End to End projects. Projects converted BAC systems to CFC platforms. This required new processes, databases and reports to be developed to work with these new systems.• Project Management: BLITZ & PMT- Managed all facets of BLITZ and PMT web application design and development. Monitored and instructed programmers located in Buffalo, NY regarding LOB’s requirements and needs. • Project: Built a MS Access database to reorganize Richmond BPP Inside Sales data to improve the speed, accuracy, and breadth of reporting capabilities. All reports are now automated. Reports that used to take hours to assemble now take minutes. They are now able to report metrics that were not available in the past.• Partnership: Collaborated with various departments in order to build streamlined processes and reports. Telephony, Card, CP+, CCDB, etc.

Property and Casualty – Personal Lines• Sold homeowners, automobile, umbrella, flood and other personal lines insurance products.• Worked with management to develop standards of operating procedures (SOPs).• Worked with upper management to develop lead generation tools.