• Responsible for overhaul and upgrade of Citi Research’s global authoring and distribution systems on desktop and mobile platforms, improving productivity of 1,200+ users across four regions. Overseeing the project life cycle from planning to execution over an 18-month schedule, delivering the project on time• Work with product strategy teams to create customizable product curation process using a client-centric approach, leading to an increase in efficiency and readership by 14% YoY• Identified relevant emerging technologies for Citi Research to boost analyst productivity, automated authoring of research reports and other relevant innovation areas. Assisted Citi Markets Strategic Investment team’s investment diligence efforts for Aiera• Negotiated and managed relationships with clients and vendors for data delivery• Liaise with business users, technology, and compliance partners on the daily basis to ensure holistic requirement gathering and smooth product delivery, while providing consistent updates to senior management on rollout metrics and success criteria • Manage a global team (12) responsible for delivering client interaction data to 400+ clients. Processes involved high-touch communications with both clients and third-party vendors for customized data delivery• Host monthly senior management meetings to provide updates on accuracy, completeness, and timeliness of data delivery• Established a workflow framework that increased data quality by 17% and shortened delivery time by 38%• Led the global implementation of regulatory frameworks (MiFID II regulation of research unbundling) by working with clients, senior management, legal, and technology• Provided recommendations to business and senior executives to improve process, cleared roadblocks, ensured global consistency, and closed gaps between current and target state

• Established Enterprise Data Management functions (data custodians and business process owners) in metadata and data quality management to ensure accurate and consistent regulatory reporting• Instituted workflow for issue management and remediation by creating automated flags and notifications for appropriate process owners and data custodians. Future workflow will also include escalation framework• Defined key data elements and data standards for liquidity regulatory reporting in partnership with business process owners across the firm• Presented monthly updates on EDM initiatives at the Enterprise Risk Management Committee to senior management and the Chief Risk Officer

• Led transition of 17g-7(N) Disclosure Reports from Structured Finance Analytical Team to the Data & Operations Team globally; resulted in the reduction of manual errors by 55%, increased efficiency by 40% and decreased costs by 37%.• Managed a diverse team of seven associates based in Denver, London and Mumbai. • Managed the transition to new Dodd Frank regulations before deadline for all Structured Finance and US Public Finance disclosure reports. Three new Disclosure Benchmarks (2 US Non-Traditional CLOs, 1 EMEA RMBS) were created and are continued to be utilized by the business.• Created senior management dashboard reporting to illustrate total issuance, market penetration, and trend analysis.• Enhanced recovery rating model optimizing data integrity by standardizing fields, creating cross reference identifiers, and building reporting functionality.• Spearheaded the recovery portion of Leverage Finance Analytics (LFA) which aggregates essential recovery data for analysts working with IT, Operations, and Support team in Mumbai to gather data, design web based interface, and preform ongoing application maintenance. • Analyzed defaulted companies’ recovery ratings for recovery trends by region, industry, and issuer type; which included reporting on recovery point estimates, and their accuracy compared to the original recovery rating assessment.• Maintained a web based product “CreditPro” for all globally rated corporate entities including: issue level default data, debt outstanding, and ratings history. Assisted users with troubleshooting questions regarding default statistics.• Researched new issuances and maturing deals for possible revenue opportunities.• Comprehensive understanding of debt issuances, ratings, recoveries, and restructuring for corporations.• Assisted Structured Credit and Recovery Analytics teams in providing a more granular understanding of the Recovery Rating to the external clients.

• Created opportunities to increase revenues by cross selling products through appropriate client profiling• Coordinated weekly brainstorming meetings and briefs with personal bankers to implement new sales strategies and improve efficiency• Promoted business by maintaining good customer relations by providing outstanding customer service, recommending new services, and resolving product or service issues• Prepared weekly sales reports for the sales team and management • Assisted management with audit reviews to ensure bank compliance with federal regulations• Maintained controls for transaction accuracy as well as account information and history • Managed, mentored and trained new personal bankers • Resolved any banking problems and client dilemmas• Responsible for performing support duties for branch operational activities and financial services