Developed and implemented comprehensive incident response plans for clients, coordinating breach investigations, managing stakeholder communication, and taking swift actions to minimize the impact of data breaches.Conducted thorough Privacy Impact Assessments for new and updated products and services, analyzing results and recommending effective mitigation and remediation activities.Worked closely with marketing and legal teams to craft a transparent privacy policy for clients, ensuring that it clearly communicated data handling practices to data subjects and met all compliance requirements.Designed and deployed an effective user consent mechanism for cookies, providing users with clear choices and control over their data. Ensured the cookie management system met all regulatory requirements, including GDPR and CCPA.Provided guidance, advice, and training to employees at all levels, raising awareness of data protection and privacy best practices, and ensuring adherence to policies and procedures.Collaborated with the cybersecurity team to integrate privacy considerations into the NIST framework technology resource assessment, ensuring comprehensive protection of sensitive data and alignment with regulatory standards.Identified potential data privacy and security risks through comprehensive data mapping. Developed and implemented mitigation strategies to address identified risks and enhance overall data protection.

Oversaw the design and implementation of a best-in-class Data Protection program, ensuring robust data security and privacy measures.Prepared detailed summaries, data flows, and other materials related to privacy activities, facilitating clear understanding and tracking of privacy efforts across the organization.Worked closely with IT, legal, and compliance teams to gather necessary information, verify identities, and fulfill data subject requests in a secure and compliant manner.Established processes for the continuous monitoring of third-party risks, regularly evaluating vendor performance and compliance. Implemented techniques through OneTrust to track and manage third-party risk exposure effectively.Engaged in contract negotiations with vendors, suppliers, and third parties, ensuring robust data protection clauses and security measures were included to safeguard sensitive information.

Developed and applied tax scenario models to analyze various client situations, supporting effective tax decision-making.Conducted detailed tax projections in collaboration with Wealth Management Advisors, providing strategic insights for optimizing tax outcomes.Collaborated with the tax team to manage tax compliance and develop year-round tax planning strategies, optimizing clients' tax positions.Served as the in-house tax expert, advising on complex cases including Roth conversions, real estate transactions, and other tax-sensitive situations throughout the year.