Experience

Jabian Consulting

• United States
• Business Consulting and Services
• 100 - 200 Employee

• Senior Manager

  • Sep 2022 - Present

  Charlotte, North Carolina, United States



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• VP - Enterprise Strategic Initiatives

  • Feb 2019 - Sep 2022

  Charlotte, North Carolina

• AVP - Enterprise Strategic Initiatives

  • Apr 2018 - Jan 2019

  Charlotte, North Carolina



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Manager - Financial Services Advisory

  • Jul 2012 - Apr 2018

  Charlotte, North Carolina Area Manager, Financial Services Advisory October 2017 - Present • Developed and led internal practice development initiative for Consumer Banking/Wealth Management pursuits and executive coverage at a top account – worked with practice/account leaders consistently to develop and refine • Partnered with C-level executives at a regional credit union servicing firm following a time of integration with another firm to provide post-merger integration support – developed target state roadmap for… Show more Manager, Financial Services Advisory October 2017 - Present • Developed and led internal practice development initiative for Consumer Banking/Wealth Management pursuits and executive coverage at a top account – worked with practice/account leaders consistently to develop and refine • Partnered with C-level executives at a regional credit union servicing firm following a time of integration with another firm to provide post-merger integration support – developed target state roadmap for growth priorities • Assisted Operations Team of Syndications desk at top 5 investment bank with navigating the implementation of new loan processing system – performed extensive due diligence on potential middleware solution with front-end Senior Consultant, Financial Services Advisory October 2014 – September 2017 • Worked with 15 lines of business within the Global Wholesale Banking division of a top 5 commercial bank to streamline operational processes and implement best practices • Became a subject matter advisor to multiple lines of business within a top 10 investment bank in the areas of Volcker trading metrics calculations and Volcker trading compliance • Led an initiative to assist the investment bank to better understand trade data and how it would flow into a regulatory submission • Assisted in implementing an internal pilot initiative within EY’s FSO Advisory practice to help mentor and train Seniors and Managers to grow toward advancement / promotion Staff Consultant, Financial Services Advisory July 2012 – September 2014 • Assisted in implementing an enhanced operational process of best practice controls within the Enterprise Estate Unit of a top 5 commercial bank, and provided tactical remediation support for any outstanding issues that arose • Developed enhanced CCAR processes with detailed controls and risks as well as a design effectiveness assessment for three lines of business within the Wholesale Banking division of a top 10 investment bank Show less



GE Capital

• United States
• Financial Services
• 700 & Above Employee

• Financial Management Program Intern

  • Jun 2011 - Aug 2011

  Stamford, CT • Utilized acquired knowledge of the business to create 37 one page executive summaries that outlined each contract within the Retail Consumer Finance portfolio • Worked with 10 person team to construct a contract database that could be queried for specific client information • Worked with Controllership team within the Retail Consumer Finance division



GE Power

• United States
• Electric Power Generation
• 700 & Above Employee

• Financial Management Program Intern

  • May 2010 - Jul 2010

  Greater Atlanta Area • Leveraged accounting and Excel skills to create monthly Operation Review reports and financial summaries • Presented prepared reports, financial summaries, and relevant spreadsheets to domestic and global Finance teams within Services Engineering • Worked on a global Finance team within Energy Services Engineering