Experience

Own Real Estate, VA&NC

• United States
• Real Estate
• 1 - 100 Employee

• Corporate Finance Manager

  • Sep 2022 - Present

  Norfolk, Virginia, United States


Creoteric Commercial Real Estate
• Real Estate
• 1 - 100 Employee
• Corporate Finance Manager

  • Sep 2022 - Present


Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Wealth Management Field Operational Risk

  • Sep 2015 - Oct 2017

  Baltimore, Maryland • Established and supervised a rapidly growing team that executed Risk and Control Self-Assessment (RCSA) quality assurance testing across a wide range of functional areas, including: Field Management, Digital, Investment Solutions, Capital Markets, Strategy and Advisory Solutions, Infrastructure Risk, Investment Resources and Institutional Wealth Services • Managed team resources and partnered with key stakeholders (including business control units, control owners and operational risk… Show more • Established and supervised a rapidly growing team that executed Risk and Control Self-Assessment (RCSA) quality assurance testing across a wide range of functional areas, including: Field Management, Digital, Investment Solutions, Capital Markets, Strategy and Advisory Solutions, Infrastructure Risk, Investment Resources and Institutional Wealth Services • Managed team resources and partnered with key stakeholders (including business control units, control owners and operational risk leadership) to define test plans, execute testing, conduct test quality assurance, communicate test results, and define control remediation plans when control gaps were identified • Developed and coordinated new operational risk programs in partnership with the business, including an Expense Report Audit and Education Program, as well as a Wire Transfer Procedures Review Program • Monitored and reported team metrics patterns and trends to ensure appropriate staffing during rapid growth, which was frequently presented to Senior Operational Risk Officers • Continuously identified opportunities to improve team efficiency through control team policies, procedures and common practices analysis • Coordinated various site-wide events to promote firmwide mobility as a member of the Mobility Committee

• Director, Broker Dealer Clearing & Middle Office Ops

  • Apr 2012 - Aug 2015

  Baltimore, Maryland • Oversaw day-to-day activities of two Prime Brokerage Operations teams: trade support team facilitating equity broker dealer clearing business and pre-settlement affirmations group for Prime Brokerage clients • Participated in functional group deployment from New York to Baltimore with core emphasis on providing stability in day-to-day clearing services • Became subject matter expert within group supporting new Broker Dealer Clearing joint venture between Morgan Stanley Electronic… Show more • Oversaw day-to-day activities of two Prime Brokerage Operations teams: trade support team facilitating equity broker dealer clearing business and pre-settlement affirmations group for Prime Brokerage clients • Participated in functional group deployment from New York to Baltimore with core emphasis on providing stability in day-to-day clearing services • Became subject matter expert within group supporting new Broker Dealer Clearing joint venture between Morgan Stanley Electronic Trading Desk (MSET) and Morgan Stanley Prime Brokerage (MSPB), requiring extensive system buildout/migrations and leading through exponential business and team growth • Led and developed full time direct reports to ensure high performance and positive team morale through one on one training and team building activities • Acted as key liaison between trading, legal and compliance, risk, and technology teams to ensure maximum risk management and timely development and implementation of run the bank and change the bank initiatives • Served as Global Functional Lead - a group of members across global Prime Brokerage Ops teams with a goal of ensuring consistency across the Prime Brokerage Operations organization • Served on the Women's Business Alliance (WBA) Steering Committee and the University of Baltimore Campus Recruitment team

• Associate, Fixed Income Cash Client Processing

  • Oct 2010 - Apr 2012

  Baltimore, Maryland • Built and managed hedge fund and asset management client relationships from trade execution through settlement • Mitigated risk of trade processing by accurately confirming and facilitating settlement of orders executed by Fixed Income Sales and Trading desks • Facilitated communication required between front office and back office to address client specific concerns • Explored process improvement opportunities to reduce human error and cut costs for product desks • Participated… Show more • Built and managed hedge fund and asset management client relationships from trade execution through settlement • Mitigated risk of trade processing by accurately confirming and facilitating settlement of orders executed by Fixed Income Sales and Trading desks • Facilitated communication required between front office and back office to address client specific concerns • Explored process improvement opportunities to reduce human error and cut costs for product desks • Participated in Desk Head Cost Reporting project by producing cost analysis models that were presented to Desk Heads of various fixed income products • Produced daily reports for management with the goal of reducing failed transactions settling in the Euroclear market • Acted as source of operational knowledge for teammates and peer mentor/trainer for incoming analysts



FHLBanks Office of Finance

• United States
• Capital Markets
• 1 - 100 Employee

• Debt Services Specialist

  • Jun 2008 - Oct 2010

  Reston, Virginia • Approved and validated new bond issuances and bond maintenance activities, including floating LIBOR and FedFunds rate application, as well as daily upcoming bond and discount note P & I payments • Managed all incoming and outgoing cash flows ranging from thousands to billions of dollars via FedLine • Liaised with the Federal Reserve to ensure problem-free bond issuance and maintenance • Compiled monthly FHLBank Unsecured Credit Report using Microsoft Excel graphs, queries and LOOKUP… Show more • Approved and validated new bond issuances and bond maintenance activities, including floating LIBOR and FedFunds rate application, as well as daily upcoming bond and discount note P & I payments • Managed all incoming and outgoing cash flows ranging from thousands to billions of dollars via FedLine • Liaised with the Federal Reserve to ensure problem-free bond issuance and maintenance • Compiled monthly FHLBank Unsecured Credit Report using Microsoft Excel graphs, queries and LOOKUP formulas for individual FHLB bank managers and directors • Participated in firm-wide vendor review and policy-writing project Show less