Experience

Braviant Holdings

• United States
• Financial Services
• 1 - 100 Employee

• Senior Manager FP&A

  • Jul 2023 - Present



LendingClub

• United States
• Financial Services
• 700 & Above Employee

• Financial Analysis & Reporting Manager

  • Nov 2021 - Jul 2023



Merrimack Valley Credit Union

• United States
• Banking
• 1 - 100 Employee

• FP&A / ALM

  • Sep 2020 - Nov 2021



Citizens

• United States
• Banking
• 700 & Above Employee

• Program Manager, VP - Finance Strategic Delivery Office

  • Aug 2018 - Sep 2020

  -- Libor Transition Program Delivery -- CCAR / Stress Testing / Capital Planning Delivery -- Libor Transition Program Delivery -- CCAR / Stress Testing / Capital Planning Delivery



Columbia Threadneedle Investments, US

• United States
• Financial Services
• 700 & Above Employee

• Finance Manager - Retail Intermediary Distribution

  • Jan 2016 - Aug 2018

  -- Intermediary Distribution compensation plan design and administration -- Planning and forecasting of investment product flows -- Sales and ad-hoc reporting and analytics -- Intermediary Distribution compensation plan design and administration -- Planning and forecasting of investment product flows -- Sales and ad-hoc reporting and analytics



Citizens

• United States
• Banking
• 700 & Above Employee

• Various Finance Roles

  • 2007 - 2015

  -- Capital Management Analyst, VP - Treasury PMO (2014-2015) -- Lead Financial Analyst, VP - Corporate Planning & Analysis (2012-2014) -- Senior Financial Analyst, AVP - Marketing & Communications (2010-2012); Home Lending Solutions (2009-2010); Debit, Rewards & ATM (2007-2009) -- Capital Management Analyst, VP - Treasury PMO (2014-2015) -- Lead Financial Analyst, VP - Corporate Planning & Analysis (2012-2014) -- Senior Financial Analyst, AVP - Marketing & Communications (2010-2012); Home Lending Solutions (2009-2010); Debit, Rewards & ATM (2007-2009)