CORPORATE PROFILE: A global management consulting services provider for Fortune 1000 companies. RESPONSIBILITY PROFILE: For Stratosphere, I am responsible for delivering results in several management consulting firms, hedge funds, startups, and banking, financial services, oil & gas, manufacturing, and fintech companies ranging from $369M to $162.47B Fortune 500 global businesses. I have been consistently engaged to initiate turnaround efforts to restore operational functionality, form strategic relationships, set investment strategies, and maximize business growth.

CORPORATE PROFILE: A $4.993B fintech company/hedge fund servicing firms in capital markets and wealth/asset management. RESPONSIBILITY PROFILE: In my current role, I report to the President and SVP of Wealth & Capital Markets with a $50M P&L and 40 resources (with 15 direct). I am in charge of working on the President’s initiatives for wealth and capital markets, restructuring the firm, and establishing new controls and processes to better serve new and existing clients in the conversion of the trade settlement platform.ACHIEVED IN THIS ROLEGO-TO-MARKET STRATEGY• Leadership charged me with establishing a cohesive GTM strategy to increase visibility and align cross-functional teams. After investigating, I drafted a workflow document. My efforts became SOP, reduced scope creep, saved time on product conversions, lowered incremental expenses by 10%, and elevated revenue-per-contract by 6%.LIFECYCLE PROCESS DEVELOPMENT• I forged a partnership with QuickBase to collaboratively load product functionalities, build a conversion workflow, and improve process visibility and comprehension. This platform streamlined project scope with clients and knowledge sharing, enhanced client services, and was utilized by senior leadership in other groups to benefit their teams.

ACHIEVEMENTS CONTINUEDBANKING RELATIONSHIPS• I collaboratively created dashboards to improve project progress visibility and close a 4-year gap in relationship management with financial institutions. Steering committee meetings were then instituted weekly to brief customers on milestones, risks, and difficulties (while simultaneously gathering feedback). This level of client communication has become SOP, enabling clients to execute their tasks and ensure project success more readily.GLOBAL / INTERNATIONAL / NATIONAL EXPANSIONS• A private corporation was chosen for international expansion. I developed a business case, then briefed the management on the company's portfolio, revenue, market share, and any potential merger synergies, which included a stronger presence in EMEA and APAC. This merger strengthened capital markets, positioned the company for larger shareholder returns, and strengthened relationships with 24 out of the top 25 global banks.INVESTOR RELATIONS• I prepared and presented quarterly earnings reports for portfolio companies to the Board, investors, and C-Suite. Every quarter, I collaborated with the finance teams of all groups to protect all data and present it in a dashboard for the following fiscal year. These methodologies have become SOP, as they clearly inform the Board and investors about fiscal objectives, market positioning compared to competitors, and continuous improvement goals.

CORPORATE PROFILE: A $2.263B investment banking company with 1,950 employees. RESPONSIBILITY PROFILE: With Evercore, I reported to the Managing Director of Advisory Applications with five direct employees. I was responsible for conducting market, competitor, and due diligence research in partnership with third-party vendors (which included Thomson Reuters and FactSet). I also gathered and analyzed data to advise Boards of Directors and investment partners on potential M&A transactions, organizational restructurings, and investor relations.ACHIEVED IN THIS ROLEINVESTMENT STRATEGY• I oversaw the development of a website to obtain daily market data and regularly improved/tailored it for Evercore's advisory teams to extract, view, and normalize it to support M&A transactions. This platform has enhanced advisory communication, enabled information shared with shareholders to be more competitive, and has won business for Evercore’s partners.

CORPORATE PROFILE: A provider & servicer of communication systems & trading infrastructure for financial companies. RESPONSIBILITY PROFILE: In this position, I reported to the SVP with a $25M P&L and three direct employees. My duties included maintaining multi-line trading floor communication infrastructure functionality by monitoring and directing 25 on-site service staff in New York, London, and Singapore. I also supported the Bank of America (BoA) trading business, serving as a primary stakeholder to ensure seamless client support and contractual deliverables execution.ACHIEVED IN THIS ROLELIFECYCLE PROCESS DEVELOPMENT• The SVP of Managed Services commissioned me to develop ITIL procedures, which the service desk team utilized to open Remedy tickets for IT service management. I created all the ITIL process documentation, instructed staff, and ensured that current and potential clients would abide by the new guidelines. These processes have enabled the service desk to resolve issues faster, strengthening client confidence/satisfaction and fostering cohesion with their 3rd party vendors.

CORPORATE PROFILE: A $1.8B provider of electronic payment services with 5,000 employees. RESPONSIBILITY PROFILE: I was responsible for managed development and launch of a retail-facing mobile application, which enabled inventory verification, order placement, and transaction purchases via handheld devices.ACHIEVED IN THIS ROLEMARKETING COMMUNICATIONS STRATEGY• I gathered client needs, spoke with cross-functional stakeholders, outlined customization requirements, and ensured the mobile app prototype division's UI was consistent across platforms. The prototype was delivered on time and kept stakeholders informed of product updates, changes to mobile apps, consumer behavior, and feature acceptance.

CORPORATE PROFILE: A $162.47B oil & gas company with 42,595 employees. RESPONSIBILITY PROFILE: In my last role with Chevron, I collaborated with internal software developers to create and implement a new, in-house supply chain operation application compatible with the Ariba system, replacing manual spreadsheets with systematized procedures to expand data visibility and accessibility.ACHIEVED IN THIS ROLETECHNOLOGY TRANSFORMATION• To replace five years of manual processes and improve data accessibility, I collaboratively developed a new internal platform (compatible with Ariba). Then, we consulted the supply chain team to learn more about current processes and future objectives. The resulting automated system improved inventory controls, billing, and supply chain structure while optimizing material procurement, management, and delivery processes for supporting deep-sea service locations.

CORPORATE PROFILE: A €2B food company focused on baked goods, patisserie, and chocolate. RESPONSIBILITY PROFILE: As a Business Analyst at Puratos, I led the business unit’s SOP (sales/operations planning) process that drove manufacturing plans (production, capacity, and inventory), sales plans (forecasting, bookings, and shipments), sourcing plans (raw materials), financial plans (budgeting & financial outlooks) and impact/contingency analysis.

RESPONSIBILITY PROFILE: I directed efforts for material acquisition in this role (supplier selection, purchase order processing, expediting, and warehousing).

CORPORATE PROFILE: A $4.7B news and media company. RESPONSIBILITY PROFILE: Here, I was responsible for using Crystal Reports to prepare quarterly forecasts, the annual budget, and management reporting to provide a broader picture of project status and future milestones for management.