Established a new scalable, efficient organization within Global Investment Product Operations division that optimized platforms and promoted consistent global processes. Delivered end-to-end improved business outcomes and solutions based on data-driven insights and analytics.

Program Manager for Global Asset & Wealth Management for the transition from LIBOR – the world’s most widely used interest rate benchmark – to alternative interest rates across $350B00bn worth of asset and liability products.

Program Manager for EMEA Economic Model & Pricing Strategy Program - designed and implemented the strategic pricing landscape for the Private Bank in order to stay competitive with clients and sustainable for shareholders, while complying with new regulation (MiFID II).

Lead program manager for EMEA Private Banking businesses implementing JPMorgan's Suitability Framework, including Client Assessment, Trade Controls, internal Procedures and external Client Communications. Documented the full end-to-end Operating Model, outlining processes, roles & responsibilities and key controls (both systematic and procedural) across JPMorgan's International business, including Asia and LatAm businesses. Oversaw coordination and agendas of Global Governance forums, ensuring adherence to key deliverables and timelines and engaging with senior stakeholders globally to ensure consistency of JPMorgan's Suitability Framework. Chaired EMEA Steering Committees to EMEA CEO and Head of Investments with participation from all business areas including Legal, Compliance, Technology and Operations.

Focused on delivering high impact strategic initiatives for the Private Banking business by acting as an internal consultant, partnering with senior management to deliver on the priority objectives for the year that will drive growth and transform the business.Lead Project Manager for Business Transformation project, Client Relationship Management (CRM), leveraging Microsoft Dynamics software to drive sales processes, increase productivity, and simplify the user experience for over 5,000 Advisors.+ Collaborated with Advisors and cross-functional teams to understand the current sales management model; lead global working groups to identify opportunities for improvement and develop recommendations for improving processes across the Private Bank client lifecycle. + Supported development and implementation of solutions that strengthened business operating models for both client and advisor experience initiatives.

Project Manager for organizational change program aimed at merging Chase Private Client with Wealth Management's Private Client Direct affluent businesses. Project Manager for organizational change project intended to create a new cross-lob group - Endowments and Foundations Group. Established the final operating model.

Developed fixed income portfolio solutions for Private Banking clients Analyzed fixed income portfolios held at competitor firms for prospective clients and identified potential portfolio gaps Evaluated discretionary fixed income portfolio characteristics to articulate the drivers of portfolio performance results to clients