With deep and diverse knowledge of both the beneficial owner and agent lender sides of the industry, from a technical as well as strategic perspective, I'm working within an industry leading team to synthesize and replicate decision-making at the trading desk level proven to optimize intrinsic return, cash collateral management and utilization through generative AI as well as derive real-time counterparty and operational risk benefits.I previously led the Securities Lending Oversight consulting efforts at Aon Consulting collaborating with a diverse group of global asset owners, asset managers and lending agents. I joined Aon with 30 years of hands-on securities finance experience gained from multiple, major agent lenders and borrowers that included The Bank of New York, Mellon Bank, The Chase Manhattan Bank, Chemical Bank and Salomon Brothers in program development, trading, client management, sales and marketing. Most recently, I worked at BNY Mellon where I headed US & LatAM business development. My deep knowledge of securities finance coupled with past public accounting and audit experience enables me to provide unique insights, as well as broad consultative guidance. I am a CFA charter-holder and a member of the CFA Institute. I passed all parts of my CPA exam in one sitting and held Series 3, 7 and 63 licenses. I have a bachelor’s degree in business administration in accounting and MBA in finance with high honors.I am an accomplished, mission-driven, million-dollar contract sales leader employing a bespoke, market-differentiation and continuous improvement mindset for Fortune 500 consulting and banking organizations. A strategic thinker that led buildout of business services from creation to delivery and transforming project fees into annuity revenue. Focused on creating strategic, repeatable processes to drive high productivity and optimize resources. Demonstrated strength in building referenceable client loyalty by providing insightful and action empowering education and consultative guidance. Inclusive manager fostering high-performing teams based on trust and common goals. Excellent communication, interpersonal and analytical skills.Competencies include: • Securities Finance and Custodial Services• Business Development and Relationship Management• Marketing, Product Strategy and Execution• Quantitative and Qualitative Analysis• Securities Lending Trading, Operations and Cash Collateral Management• Contract Review and Negotiation