Experience

Hatch Bank
• United States
• Banking
• 1 - 100 Employee
• Fintech Relationships, Program Manager

  • Mar 2023 - Present


Even Financial

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Partner Manager, Demand

  • Aug 2022 - Dec 2022

  Acquired by MoneyLion (NYSE:ML). Even is a B2B platform for embedded finance marketplaces. - Served as dedicated partner manager for USD 6M book of work (Q3 '22) - Grew relationships with Even’s financial institutions partners: high originating fintech lending platforms, banks - Lead partner initiatives: platform launch, program design, performance analysis, business reviews - Strategized and created account plans to deepen multi-million $ relationships, cross/upsell features -… Show more Acquired by MoneyLion (NYSE:ML). Even is a B2B platform for embedded finance marketplaces. - Served as dedicated partner manager for USD 6M book of work (Q3 '22) - Grew relationships with Even’s financial institutions partners: high originating fintech lending platforms, banks - Lead partner initiatives: platform launch, program design, performance analysis, business reviews - Strategized and created account plans to deepen multi-million $ relationships, cross/upsell features - Provided consultative guidance to key stakeholders across partner’s organization - Partner advocate to guide product development roadmap - Cross functional collaboration with Sales, Marketing, Product, Data Science and Engineering Show less



Nium

• Luxembourg
• Biotechnology
• 1 - 100 Employee

• Senior Manager, Client Lifecycle Program

  • Oct 2021 - Jul 2022

  - Client experience playbook creation for Crypto-as-a-Service program - Lead and funnel management with Sales and Strategy/Operations - Design and test onboarding process with Product



FinWise Bank

• United States
• Banking
• 100 - 200 Employee

• AVP Lending Partnerships

  • Jul 2020 - Oct 2021

  New York City Metropolitan Area - Lead Program Management team dedicated to sponsored fintech lending partnerships - In 2021, successfully onboarded two partnerships onto the Bank program in 100 days - Managed high originating programs - Bank wide cross functional collaboration with Compliance, IT, and Risk - Regular portfolio and profitability analysis of partners - Product rule creation and configuration in the Bank’s API per partner’s credit policy - Technical and credit exceptions review - Legal… Show more - Lead Program Management team dedicated to sponsored fintech lending partnerships - In 2021, successfully onboarded two partnerships onto the Bank program in 100 days - Managed high originating programs - Bank wide cross functional collaboration with Compliance, IT, and Risk - Regular portfolio and profitability analysis of partners - Product rule creation and configuration in the Bank’s API per partner’s credit policy - Technical and credit exceptions review - Legal matters liaison with Bank’s and Partner’s attorneys - Completed the 2020 Business Impact Analysis for Program Management

• Program Manager

  • Sep 2019 - Jul 2020

  Greater New York City Area - Responsible for all aspects of the day-to-day oversight and management of three fintech programs - Direct relationships with partners, proactively resolved issues - Periodic and annual partner site visits - Regulatory exams and internal audit support - Business Development efforts via conference and event participation



Société Générale

• France
• Banking
• 700 & Above Employee

• Development and Finance

  • Mar 2019 - Sep 2019

  - Return to work program within the Finance team. Alongside the team, provided deal analysis, commentary and trend reporting on the global markets and advisory businesses



Incremental Media

• Advertising Services
• 1 - 100 Employee

• Accounting

  • Oct 2018 - Mar 2019

  - Daily accounts payable management, communicate with vendors and media buyers regarding invoicing



Societe Generale

• France
• Banking
• 700 & Above Employee

• Product Control Associate

  • Oct 2009 - Mar 2015

  Greater New York City Area - Lead the setup and maintenance of debt products in reference databases - Escalation point for clients, data users and team members - Cross functional collaboration on projects - Daily P&L production, commentary, reporting and reconciliation - Month end P&L reconciliation between front office and market close - Audit and regulator support

• Fund Administration Analyst

  • Jun 2008 - Sep 2009

  Greater New York City Area Relationship management: - Hedge fund trade orders in cooperation with fund managers - Collaboration with financial engineering and risk for client requirements Data Analysis: - Hedge fund valuations, performance histories and liquidity terms for risk management - Maintenance of portfolio cash balances based on account activity

• Global Banking Services Analyst

  • Mar 2006 - Jun 2008

  Greater New York City Area - 2006: foreign exchange activity business transfer from Paris to New York - Composed procedures and trained account services staff on activity Client Services: - Daily client communication and account analysis (cash management and correspondent banking) - Close collaboration with Compliance regarding money laundering activities and suspicious transactions



MUFG

• Japan
• Financial Services
• 700 & Above Employee

• Financial Institutions and Emerging Markets Specialist

  • Jul 2003 - Feb 2006

  Greater New York City Area - Commercial Banking work alongside account officers to promote and manage global letter of credit lines, short and long term loans, FX transactions - Database revisions and testing of client portal with Credit Risk Management



Thomson Reuters

• Canada
• Software Development
• 700 & Above Employee

• Equity Research Pricing Team Associate (Consulting assignment)

  • May 2002 - Jul 2003

  Greater New York City Area - Addition of new North American securities to portal - Client inquiries