Sr Manager Data Governance

• Dec 2022 - Present

Senior Data Governance Analyst

• Mar 2022 - Dec 2022

Sr. Data Governance Analyst

• Aug 2021 - Feb 2022

Data Management Consultant

• Jun 2019 - Jul 2021

Guest Relations Specialist

• Jun 2019 - Oct 2019

Customer Relations Specialist Customer Relations Specialist

Senior Consultant

• Mar 2018 - Sep 2018

IT Business Analyst III

• Aug 2017 - Mar 2018

14Q Redesign for H1/H2 CRE/CORP 14Q Redesign for H1/H2 CRE/CORP

Business Analyst IV

• Nov 2016 - Aug 2017

GBAM Credit Risk Information Simplification project (CRIS) - Creation of a consolidated ADS (Authorized Data Source) for wholesale and retail. Tools - Tableau, Toad, SQL Server, VersionOne, SharePoint, Excel, PowerPoint, MS Project Systems - ASPEN, Alpide, ALPS, CECL, CIDW, CRP, Enterprise Credit Risk Workbench, PEAKS, GBAM Credit Risk Information Simplification project (CRIS) - Creation of a consolidated ADS (Authorized Data Source) for wholesale and retail. Tools - Tableau, Toad, SQL Server, VersionOne, SharePoint, Excel, PowerPoint, MS Project Systems - ASPEN, Alpide, ALPS, CECL, CIDW, CRP, Enterprise Credit Risk Workbench, PEAKS,

IT Principal Consultant

• May 2016 - Oct 2016

UST Bankruptcy for Top Financial Services organization. Developed VBA macros for the 10,000 loans to allow consultants to work loans. UST Bankruptcy for Top Financial Services organization. Developed VBA macros for the 10,000 loans to allow consultants to work loans.

Consultant

• Feb 2016 - May 2016

Consulted with S&D Coffee. Developed of VBA Macro to take SQL file from top client and worked with marketing department to aid with marketing department market mix recommendations. Consulted with S&D Coffee. Developed of VBA Macro to take SQL file from top client and worked with marketing department to aid with marketing department market mix recommendations.

Business Analyst/data analyst

• Jul 2013 - Feb 2016

Responsible for working with Data Stewards with Data linage and Enterprise Data Management for Core Finance (CCAR). Consulted with Data Stewards to develop up-stream and down-stream impacts on the linage. Developed documentation for the group. Responsible for working with Data Stewards with Data linage and Enterprise Data Management for Core Finance (CCAR). Consulted with Data Stewards to develop up-stream and down-stream impacts on the linage. Developed documentation for the group.

Business Analyst

• Feb 2013 - Jun 2013

Microsoft Business Intelligence Track

• Jan 2012 - Apr 2013

• Receiving corporate training in Microsoft Business Intelligence applications while incorporating business intelligence modeling. • Creating data gathering and manipulation using T-SQL against multiple data sources and formats. • Applying Excel 2012 including Power Pivot to complete Data Analysis and Business Modeling on sample data. • MS SQL Server 2012 installation and set up (On Windows Server 2012 and MAC OS) • Additional course work, including: o Designing Business Intelligence Solutions with MS SQL Server o SQL Server Integration, Analysis and Reporting Services o Self-Service Business Intelligence Solutions with Power Pivot and Power View o Group Service Business Intelligence Solutions with SharePoint Show less

Project Coordinator - Team Lead

• Dec 2011 - Sep 2012

Wholesale migration of treasury management transmissions clients from the DTS to CEO during the Wachovia/Wells Fargo merger. Role as team leader to multiple state group of migration specialists. Systems - Hogan, AES, UAM, DTS, CEO Wholesale migration of treasury management transmissions clients from the DTS to CEO during the Wachovia/Wells Fargo merger. Role as team leader to multiple state group of migration specialists. Systems - Hogan, AES, UAM, DTS, CEO

Sr. Business Analyst

• Jan 2011 - Jun 2011

• Responsible for the process flow and documentation of the Milestone Task Handoff process during merger events; Worked with the Event Team to deliver requirement gathering of tasks, and led the repeatable process during project events. • Responsible for the process and documentation of the project process for Store Channel Experience, participated in meetings and worked to proactively understand process, issues, and progress of that team. • Coordinated and facilitated meetings across multiple business units in the treasury management department. • Process Development, Problem Solving, Critical Thinking, Verbal and Written Communications, Lessons Learned, SharePoint, Microsoft Excel, Outlook, PowerPoint, Analyzing Information, Documentation Skills, Problem Solving, Organization Astuteness, Multi-Tasking • Projects – Store Experience Process Deck, Dress Rehearsal Process Deck, Store Experience Visio Systems Analysis, Milestone Task Handoffs Process Computer Programs - Excel, Power Point, Visio, MS Office, Transmission Conversion Repository, HOGAN, Automatic Enrollment Solutions Show less

Licensed Branch Manager III

• Jun 2008 - Jul 2010

• Training and Development, Multitasking, Performance Management, Consulting, Audit, Client Relationships, Process Improvement, Sales Planning and Skills, Financial Skills, Critical Thinking, Customer Service, Motivation, Internal Communications, Legal Compliance, Problem Solving, Staffing, Supervision, People Management Accounting, Critical Thinking, Financial Diagnosis, Interpersonal Savvy, Managing Profitability, Mathematical Skills, Meeting Sales Goals, Verbal and Written Communications• Achievement - $56 Million in Deposits and Loan portfolio that produced $4.65 profit for every dollar brought in to the book of business ranking the branch #10 out of 1462 branches in profitability Show less

Regional Project Manager & Market Analyst

• Sep 2007 - Jun 2008

• Projects to Improve Revenue, Training and Development, Reporting, Strategic Planning, Consulting, Resolving Problems, Analyzing Information, Branding, Coaching, Market Research, Time Management, Verbal and Writing Communications, and Process Improvement • Computer Programs – IBM Cognos 7, Epicore CRM, Excel, Access, Word, Ariba, Crystal Reports BI, Salesforce.com, and Outlook• Projects – Equity on Demand, Needs Based Sales Process, Regional Strategic Plan

Licensed Branch Manager

• Mar 2005 - Sep 2007

• Training and Development, Multitasking, Performance Management, Consulting, Audit, Client Relationships, Process Improvement, Sales Planning and Skills, Financial Skills, Critical Thinking, Customer Service, Motivation, Internal Communications, Legal Compliance, Problem Solving, Staffing, Supervision, People Management Accounting, Critical Thinking, Financial Diagnosis, Interpersonal Savvy, Managing Profitability, Mathematical Skills, Meeting Sales Goals, Verbal and Written Communications• Achievement - Consulted and turned around Branch from a ranking of 143 (out of 145) to 20th; Increasing all categories of Non-Recurring Revenue, Deposits, and Loan Portfolio while Customer Services Scores were over 93% and Operations were top 15 in the Region. Show less

Banking Center Manager

• 1998 - 2005

• Training and Development, Multitasking, Performance Management, Consulting, Audit, Client Relationships, Process Improvement, Sales Planning and Skills, Financial Skills, Critical Thinking, Customer Service, Motivation, Internal Communications, Legal Compliance, Problem Solving, Staffing, Supervision, People Management, Critical Thinking, Financial Diagnosis, Interpersonal Savvy, Managing Profitability, Mathematical Skills, Meeting Sales Goals, Verbal and Written Communications • Achievements – 2 time winner of South Charlotte Manager Club for loans, 2 time winner of South Charlotte Highest Credit Card over goal • Projects – MBNA Credit Card Conversion; Teller System Integrations; Initiated, planned and developed project of specialized credit card portfolio Show less

Financial Advisor

• 2004 - 2004

accounting, active listening, analyzing information, building relationships, business knowledge, corporate finance, customer focus, customer service, developing, electronic payment technology, financial diagnosis, financial planning and strategy, financial skills, financial software, forecasting, general math, managing profitability, professionalism, reading comprehension, reporting research results, time management, and verbal communication. accounting, active listening, analyzing information, building relationships, business knowledge, corporate finance, customer focus, customer service, developing, electronic payment technology, financial diagnosis, financial planning and strategy, financial skills, financial software, forecasting, general math, managing profitability, professionalism, reading comprehension, reporting research results, time management, and verbal communication.

Investment Specialists formerly BAISI

• 2003 - 2004

Sales Representative

• 1998 - 2001

• Sales and Sales Process, Consulting, Initiated Process Improvements, Needs Based Selling • Project – Sales Tools • Achievements – Top Unit Sales - Charlotte Region, Top Cross-Sell Sales, Presidents Club Award • Sales and Sales Process, Consulting, Initiated Process Improvements, Needs Based Selling • Project – Sales Tools • Achievements – Top Unit Sales - Charlotte Region, Top Cross-Sell Sales, Presidents Club Award

Regional Sales Manager

• Nov 1994 - Sep 1998

• Sales Management, Communications, Budgeting, Coaching, Mentoring, Staff Training and Development, Mentoring, Analyzing Information, Process Improvement, Strategic Planning, Verbal and Written Communication, Presentation Skills, Managing Profitability, Decision Making, Negotiating • Projects – Product Training Design, Sales Training Design, Customer Service Training • Sales Management, Communications, Budgeting, Coaching, Mentoring, Staff Training and Development, Mentoring, Analyzing Information, Process Improvement, Strategic Planning, Verbal and Written Communication, Presentation Skills, Managing Profitability, Decision Making, Negotiating • Projects – Product Training Design, Sales Training Design, Customer Service Training

Assistant Manager

• Jun 1992 - Oct 1994

• Active Listening, Business Knowledge, Supervision, Time Management, Persuasion, Supervision, Monitoring, Decision Making, Interpersonal Communication • Project – New Location Development that worked with Stakeholders, Executives, Internal and External • Active Listening, Business Knowledge, Supervision, Time Management, Persuasion, Supervision, Monitoring, Decision Making, Interpersonal Communication • Project – New Location Development that worked with Stakeholders, Executives, Internal and External