Experience

HealFast, Inc

• United States
• Health, Wellness & Fitness
• 1 - 100 Employee

• Chief Executive Officer

  • Mar 2017 - 6 years 10 months

  New York, New York, United States



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Vice President

  • Apr 2016 - 7 years 9 months

  New York • Developed and customized a comprehensive customer data remediation workflow tool under tight OCC Consent Order deadlines, completed ahead of schedule • Directed 25 resources (including PM, BAs, QAs, and Dev) to enhance system capabilities during live remediation efforts • Prioritized system requirement requests from Business, Compliance, and Remediation teams against real-time strategic needs, risks, and performance capabilities • Coordinated remediation progress across 40 Business… Show more • Developed and customized a comprehensive customer data remediation workflow tool under tight OCC Consent Order deadlines, completed ahead of schedule • Directed 25 resources (including PM, BAs, QAs, and Dev) to enhance system capabilities during live remediation efforts • Prioritized system requirement requests from Business, Compliance, and Remediation teams against real-time strategic needs, risks, and performance capabilities • Coordinated remediation progress across 40 Business lines with daily calls to keep time-sensitive milestones on track • Supported the remediation of over 300K client accounts including 100% of high-risk clients while adhering to milestone goals • Guided transition efforts of consolidated remediated information from workflow tool into an internal reference data system • Provided round-the-clock support as the first line of defense against global system issues, outages and other emergencies • Prepared and communicated weekly progress, MI, and Data analytics metrics reports to key Business stakeholders • Participated in cross-divisional community building and team enhancement efforts as a representative for the PM team • Aided the Commercial Distribution Finance team’s global compliance and policy implementation with OCC directives • Assisted the remediation of Cash Vault customer accounts and risk profiles through data analytics management • Executed and augmented a semi-annual internal compliance certification program to validate and improve bank aptitude Show less



Epiphany Products

• United States
• Manufacturing

• CEO and Co-Founder

  • Jun 2013 - Feb 2017

  Greater New York City Area Epiphany Products, Inc is an idea creation and design company that focuses on useful, innovative, and polished products that improve the lives of the modern consumer. Our business model embraces rapid and iterative development, testing, and patenting; while quickly reaching markets through licensing and outright concept sales. The Epiphany team draws strength from its diverse collection of skills spanning: electrical and mechanical engineering, front to back product design… Show more Epiphany Products, Inc is an idea creation and design company that focuses on useful, innovative, and polished products that improve the lives of the modern consumer. Our business model embraces rapid and iterative development, testing, and patenting; while quickly reaching markets through licensing and outright concept sales. The Epiphany team draws strength from its diverse collection of skills spanning: electrical and mechanical engineering, front to back product design, manufacturing and marketing, medical and health sciences, finance, accounting, and project management. Show less



The Katadhin Company

• United States
• Manufacturing

• Business Consultant

  • Mar 2016 - Jan 2017

  New York Great people, great projects, great culture, great times! General consulting, policies and procedures, data mining, and aiding the creation marketing of marketing materials



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Assistant Vice President - IB Global Markets Change

  • Oct 2014 - Apr 2016

  Greater New York City Area - Managed the Data Analytics, MI and Regulatory Controls Change team across multiple projects within Taxation Program - Headed the Embedded Loan Rule’s Notional Principle Swap payment tracking and withholding project implementation - Delivered US/UK FATCA and AEI Change in Circumstances report to ensure US/EMEA/APAC divisional compliance - Established close working relationships with Front Office leaders to define and support CS client needs - Created tactical and strategic CtB… Show more - Managed the Data Analytics, MI and Regulatory Controls Change team across multiple projects within Taxation Program - Headed the Embedded Loan Rule’s Notional Principle Swap payment tracking and withholding project implementation - Delivered US/UK FATCA and AEI Change in Circumstances report to ensure US/EMEA/APAC divisional compliance - Established close working relationships with Front Office leaders to define and support CS client needs - Created tactical and strategic CtB implementations and evaluated and improved on global execution and sustainability - Drove quantitative and qualitative analysis to identify the IB’s compliance and reputational risk across multiple products - Oversaw $20mm program budget including invoice tracking, resource hiring, approvals, and internal staffing coordination - Communicated weekly status updates, key areas for attention, risks, and solutions to senior sponsors Show less



Makosi

• Business Consulting and Services
• 400 - 500 Employee

• Assistant Vice President

  • Jun 2013 - Sep 2014

  Greater New York City Area Collaborated with senior management across multiple workstreams for the CS IB FATCA implementation Tracked project milestones, budgets, and status reports; and drafted correspondence for Senior Management consumption Chaired the IB FATCA Desk and produce weekly (onboarding, remediation, compliance, and risk) metrics reports Developed new business and employment opportunities for Makosi while growing the company presence in US markets



Nomura Securities

• United States
• Investment Banking
• 1 - 100 Employee

• CMT - Project Manager

  • Aug 2012 - Jun 2013

  Greater New York City Area Engage senior management daily on change management and platform development initiatives spanning multiple divisions and offices, providing knowledge of product development and business strategy Coordinate joint efforts and implementation of Dodd-Frank policies on Nomura's Fixed Income and Equities business Oversee in-house equity's Cash and Prime Broker execution business migration to Instinet platform

• Finance and Operations Analyst

  • Jun 2010 - Aug 2012

  Engaged in a rotation program throughout Operations and Finance Divisions Achieved a less than $5K trader variance on daily ex-clearing settlements, trade bookings, and P&L reconciliations Minimized credit default risk exposure by revising over 300 entity red codes for proprietary derivatives platform Facilitated over 500 syndicate trades per minute with less than 1% error rate for Nomura’s Debt Syndicate systems Established over 250 new client credit lines and… Show more Engaged in a rotation program throughout Operations and Finance Divisions Achieved a less than $5K trader variance on daily ex-clearing settlements, trade bookings, and P&L reconciliations Minimized credit default risk exposure by revising over 300 entity red codes for proprietary derivatives platform Facilitated over 500 syndicate trades per minute with less than 1% error rate for Nomura’s Debt Syndicate systems Established over 250 new client credit lines and trading accounts while working with Client Integration Services



Enjoy Shanghai

• China
• Advertising Services
• 1 - 100 Employee

• Sales Strategy Analyst

  • Oct 2009 - Dec 2009

  Shanghai City, China Short Internship in Strategy and Marketing while living in Shanghai, China Analyzed customer relations feedback and Shanghai market trends to optimize client on-boarding by 10% Participated in sales pitches, client outings, and other promotional events while representing the company Presented an environment report with viable product expansion and diversification proposals to management



Bringing Smiles, Inc.

• United States
• Non-profit Organizations

• President and CEO

  • Apr 2005 - Apr 2009

  A 501(c) 3 tax exempt non profit devoted to raising money and interactively aiding the community and children organizations. Coordinated multiple events raising over $3K involving student and community volunteers, local restaurants, and politicians Supervised and allocated projects to local students interested in obtaining leadership and entrepreneurial experience



New York University

• Higher Education
• 700 & Above Employee

• Accounting Intern

  • Oct 2007 - Jun 2008

  Prepared and organized clientele and project spending reports in excess of $1 million for the accounting department Reviewed spending and budget reports and supervised the appropriate spending of funds within allotted time periods Administered error checks on asset and liability accounts and documented deviating accounts with department managers



Liminal Group Inc

• Marketing and Management Operations Associate

  • Jun 2007 - Aug 2007

  Integrated modern business strategy with Liminal's top executive coaches into user-friendly products, videos, and consulting workshops Aided and drafted advertisements with the Chief Marketing Officer for the Financial Times, BusinessWeek, and Chief Executive Designed models detailing and predicting customer response time, present and future sales, success probabilities of advertisement methods across clientele demographics, and consulting event/workshop profit and cost… Show more Integrated modern business strategy with Liminal's top executive coaches into user-friendly products, videos, and consulting workshops Aided and drafted advertisements with the Chief Marketing Officer for the Financial Times, BusinessWeek, and Chief Executive Designed models detailing and predicting customer response time, present and future sales, success probabilities of advertisement methods across clientele demographics, and consulting event/workshop profit and cost breakdowns while organizing and refining Liminal's CRM systems Show less



Palladium Group, Inc.

• United States
• Medical Practices

• Product Design/Marketing Intern

  • May 2007 - Jun 2007

  Incorporated modern business strategy into user friendly products and toolkits Organized and refined the marketing and advertisement distribution system Designed models detailing customer response time, offer acceptance, future relations, and the success probability of advertisement methods across national demographics and multiple clientele types