• Spearheaded media operations transformation, exceeding global account revenue and margin targets by 5%+, maintaining an average 7.5 client TRR score, while supporting an extensive agency review• Partnered with data and technology to unify all global data points, achieving 98% adherence to standard naming conventions and 97% tool compliance, enabling data-driven decisions that exceeded KPIs related to Amazon’s $2.5B media spend• Served as a Rufus executive sponsor, driving nearly 100% compliance with the Interact platform (Interpublic's integrated marketing platform) in the US, optimizing media and providing feedback to ensure the most effective product roadmap • Oversaw the build, launch, and subsequent prompt training of Rufus Bot, an AI chat assistant built using AWS Bedrock infrastructure and powered by Anthropic’s Claude 2 Large Language Model, which has over 36,000 prompts across 40 countries• Implemented a standardized 9-step global media planning, buying, and payment process, resulting in 100% SLA adherence

• Established and now lead the strategy, team, and multi-year plan for automation and global sourcing for the first US Media Service Line, Business Transformation Operations team, in close collaboration with our CEO, COO, and BT Ops leadership • Delivered $3M in annual savings by rapidly scaling shared service groups by 2x under an accelerated transformation initiative• Reduced time-to-market by ~50% and manual effort by ~3,000 hours/year by building an automated workflow using low-code programming and RPA; optimized the resource management process, secured data integrity, and improved budget forecasting• Created a new process for all functions within the US Media Service Line to reduce financial liability for media write-offs

• Redesigned a single shared service group and gained company-wide stakeholder buy-in for implementation, resulting in 250% growth and delivery against targets ahead of plan• Managed a $2M annual budget and $5M annual revenue; created a standardized shared services commercial model to ensure client/ agency transparency and consistent process company-wide• Standardized and partially automated the end-to-end media P2P process- drove adoption by 300 media employees and 60 account teams, resolving complex audit compliance risks• Marshalled agency-wide programs including offshoring, automation, resourcing & special projects while mentoring new operations team members to develop the best-in-class operations team under the COO's leadership

• Partnered with the Automation COE to reshore previously offshored tasks through centralized, standardized processes run by intelligent automation solutions such as IPA, narrow/deep AI, natural language processing (NLP), and machine learning• Generated ~$6.1M in annual cost avoidance with the creation and execution of the offshore operations strategy for 7 agencies, totaling 170+ FTEs located in Chennai, India• Established a CSR partnership with AutonomyWorks and subcontracted ad operations FTEs to associates with autism• Collaborated with global teams to develop and track KPIs related to offshoring, including throughput, error rate, SLA compliance, and turnaround time

• Achieved a 99% on-time delivery rate across four concurrent projects totaling over $2M in budget and over 400 deliverables• Delivered $2M in cost savings and $3.2M in increased client revenue quarter-over-quarter by creating a time tracking solution• Managed complex, multi-channel, programs for clients across various industries, including financial services, and retail • Collaborated with client services, business dev, and product teams to evaluate client needs, defined scope and commercials, and create proposals to upsell existing and prospective clients

• Joined as the 2nd employee; developed and oversaw the full sales process and account management operations• Increased transactional revenue by 300% YoY and reduced customer attrition by 20% YoY• Functioned as “jack-of-all-trades” leading everything from business strategy, hiring, marketing, product management, and PR• Established independent contractor relationships which decreased the number of hours spent on data entry by 40 hours/week• Collaborated with the development team on crucial changes for the app UI and UX including navigation, updating, tracking, bug reporting, and product placement based on client feedback• Coordinated and budgeted for the 2015 National Restaurant Association and 2015 CMAA trade shows, which achieved 400 new sales leads, positive ROI and a direct impact on the Uncorkd bottom line

• Managed a book of over 425 merchants. ◦ Implemented the Groupon platform into daily operations of small and midsize businesses. ◦ Performed quantitative and qualitative analyses of ROI with business owners based on customer overspend, cost, margins, marketing efforts and geographical coverage. ◦ Managed the ongoing relationship between owners and Groupon to hold a 90% re-feature rate exceeding sales targets. • Consulted with approximately 20 entrepreneurs per month with a focus on business needs, generating $90,000 in NEW gross profit for Groupon; 140% to Q1 2014 goal.• Sales liaison for an automated deal approval tool cutting approval time by 20%: working directly with developers, city analyst, global operations to ensure efficiency and profitability prior to departmental implementation. • Collaborated with the Merchant Services Analytics Team to propagate accurate and consistent metrics for the entire department of approximately 100 account managers.• Managed the beta environment of Groupon Scheduler to optimize the product prior to implementation. The fully developed scheduling system is now offered throughout the United States & Canada.• Successfully launched and aided in development of a merchant tailored loyalty program to analyze and influence return business post Groupon feature. • Assisted Development and Accounting in the enhancement of a merchant-facing platform to provide financial data at the conclusion of a Groupon campaign.

• Managed B2B relationship between Fifth Third Bank and it's affiliates with accounts in excess of $4.4B.• Collaborated with trust officers to resolve complex trade settlement inquires, monitoring upwards of $800M daily.• Analyzed the settlement of multiple security instruments including domestic/foreign equities, fixed incomes, FXs, tri-party repos, mutual funds, etc. utilizing DTC, BONY, Bloomberg, Am Trust and Matrix.• Researched failed trades to report unaccounted funds for daily balancing assisting custody accountants in cash settlement.• Placed approximately $1M in mutual fund trades per week instructed by the trust officers associated with my clients.• Instruct SPO charges for factor updates in MBS transactions.• Research newly issued securities.• Research corporate actions.

Financial Representative (Series 7 & Series 63 acquired 05/10)• Exceeded new client & active trading referrals by 25% month over month in a fast-paced team-oriented environment.• Maintained compliance with all FINRA/SEC rules and regulations with zero reportable errors.• Led a team of employees in a volunteer program restoring the library of a local, low-income middle school.

DC/DB Customer Support Services• Interacted with clients via inbound calls to guide customers in the correct direction based upon their unique financial situation.• Performed all 401k/Pension transactions up to 100K ensuring accurate and efficient execution. (Transactions included exchanges, rebalances, contribution updates, maintenance, loans and withdrawals.)

Crew Leader• Supervised a team of employees through daily activities while ensuring accuracy across all managerial functions including bank deposits, daily accounting/employee record, and employee/customer relations.• Developed techniques improving the overall efficiency of opening/closing by 25% lowering end-of-day labor cost.