➢ Returned to Cantor Fitzgerald to lead Financial Planning & Analysis, before accepting responsibility to also oversee Compensation Finance, Partnership Accounting and Accounts Payable • Directs a global team of 40 employees• Transformed management reporting through the implementation of visual reporting and analytics tool Tableau• Developed financial dashboards and tools to maximize analyses for business leaders• Leads annual review with Chairman and CEOs focused on financial performance, projections and compensation• Responsible for the development of a five-year Finance Transformation program focused on process and systems• Focused on cost reduction planning and strategic initiatives• Initiated and currently leading project to transform the Equity and Partnership system, processes and reporting• Member of the Culture and Values Council, Diversity and Inclusion Committee and the IB Operating Committee

➢ Led team to ensure all aspects of stress testing projections undergo effective review and challenge by Finance, Risk, Business Management, and ultimately the Board of Directors• Implemented improved review and challenge processes and authored framework documentation to meet Federal Reserve Board quantitative and qualitative stress testing guidelines • Enhanced review and challenge presentations by developing a best practices document focused on projections, models, assumptions and overlays• Led initiative to redesign data architecture and processes in cloud-based technology to produce the capital plan and stress testing methodology documentation with greater flexibility and efficiency• Redesigned Board-level presentations with a focus on impact and analysis by gathering stakeholder feedback • Created peer benchmarking reporting to analyze income, capital ratios and loss rates across all CCAR banks

➢ Trusted advisor to executive business leaders by delivering revenue enhancement, capital management programs and cost reduction initiatives aligned to the corporate strategy• Responsible for directing the design, development and execution of programs and initiatives• Implemented dashboard reporting utilizing key performance indicators• Increased business satisfaction by engaging stakeholders and implementing improvement measures• Leveraged external market data to deliver superior business information in reporting and competitor analysis• Led projects during the integration of RBS and ABN Amro, the establishment of a Core and Non-Core Bank, as well as other regional transformations• Partnered in creation of regional 5-year strategic plans in conjunction with global strategic initiatives• Developed FINRA required business continuity plans that were maintained and tested regularly➢ Leader of analysis deal team on $36bn divesture of loan portfolio and related businesses• Authored strategy proposal papers and delivered regular updates to Board members• Calculated internal business valuations and comparisons of external bids• Prepared and delivered responses to formal Q&A received from the bidders• Oversaw the confidential data room for over 100 participants and more than 1,000 files• Provided a seamless transition to the deal execution team after the deal closed➢ Directed a team of 14 employees providing first line of finance support for all business in the Americas• Led annual budgeting processes by partnering with senior executives and coordinating with international business lines to deliver a high-quality aligned business plan• Implemented strict benchmarking and reconciliations to deliver accurate and relevant financial reporting• Participated in the selection and design of strategic planning tools for the firm• Utilized Six Sigma Lean principals to streamline processes and improve efficiency

➢ Returned to Cantor Fitzgerald post 9/11/01 to assist in the firm’s recovery and strategic planning• Developed tactical and strategic plans to rebuild all aspects of the US Management Reporting team including staffing, reporting and data recovery & restoration• Directed and presented monthly analysis and evaluation of business segments to the CEO• Produced the financials to increase firm capital through a $250m private placement offering• Prepared financial segments of the 9/11/01 business interruption insurance claim to recover $40m• Created the business reporting hierarchy for the formation of BGC Partners Ltd., a spin-off of Cantor Fitzgerald LP’s voice brokerage business• Controller for all Back Office and Corporate divisions’ costs for reasonableness and continuity with the budget, actual year-to-date results and prior forecasts

• Analyzed and prepared profitability reports by business sector for the Investment Banking division• Implemented Business Objects data analytics and reporting tool for investment banking data• Composed the requirements document and partnered with IT delivering automated expense sub-ledger reporting to recover costs more timely and efficiently• Controller responsibilities included ensuring proper revenue recognition and balance sheet substantiation

• Teamed with CFO to assess the strategic direction and optionality for the firm• Accounted for daily revenue and expenses for Matched Book, FX Options, Mortgages and Agencies products• Prepared partnership and individual federal and state tax returns

• Performed 8 internships at Siemens Medical and Siemens Corporation through high school and university. This included a 6 month Praktikum in Munich, Germany supporting the Telecommunications Contract office