Highly focused and ambitious financial services professional bringing 10+ years experience driving DE&I objectives. Proven track record for creating an inclusive work place for employees implementing change agent programming targeting the development, retention and advancement for under-represented groups.
Skills
Employee engagement & Leadership
Team Development
Stakeholder Management
Business Process & Analysis
Project Management
Investment Bank Operations
New Products
Risk and Control
Negotiation
Diversity Equity & Inclusion Professional
Education
University of ConnecticutStamford, CT, Expected in – –BA Psychology: - GPA:
Sacred Heart UniversityFairfield, CT, Expected in – –MBA: - GPA:
Certifications
Lean Green Belt Certification, Villanova University - Jan 2011
Series 99, Financial Industry Regulatory Authority - Jul 2012
Operational Risk Manager Certificate, PRMIA - May 2015
High Performing VP Leadership Program, Barclays- Jun 2021
Management Accelerator Program, McKinsey & Company - Jan 2022
Experience
Northern Trust - Deputy Chair Black Professionals ERG Stamford, CT, 12/2017 - Current
Federal Home Loan Bank of San Francisco - presented training on Employee Resource Group (ERG) best practices to executive direct reports of the CEO and ERG Chairs.
Race At Work Action Plan - collaborate with senior leadership to develop measurable goals aligned to Inclusiveness and Belonging, deliver quantifiable impact and execute DE&I strategy.
Attract Diverse Talent - implement intern strategies in collaboration with HR to diversify talent pool of campus recruiting increasing offer/acceptance rate to 80% from 10%.
Mentor Program - designed a 1:1 program that has engaged over 200 senior leaders and ERG members.
D&I Tool Kit Resource for Managers - developed a guide for hiring managers and created score card dashboard to align to the firms DE&I ambitions.
Diverse External Engagement, The Collective - Co-Chair a group of over 20+ financial institutions (including the top 10 Wall Street firms) developing thought leadership content, creating best practice for ERG leaders and raising over $30k to address food insecurity for over 1400+ individuals in NYC.
Corporate Social Responsibility - Project managed Barclays Summer Leadership Program and secured a $25k grant for over 50 Asian, Black and Hispanic students for college preparation and career development.
On Going Employee Engagement - Host Programming for over 500+ employees spanning International Women's Day, Black History Month and Social Innovation.
Career and Visible Leadership - launched video series to profile colleagues career journeys and oversee focus groups to develop strategies for Ops leadership.
State Of Indiana - Global Head of Operations Product Governance Bloomington, IN, 12/2014 - Current
Lead the Global Team of employees in EMEA, APAC and AmJessicas on the introduction of new product reviews, standards, and best practices enforcing governance policies for Operations.
Establish reporting requirements, champion for infrastructure teams and conduct thorough due diligence while mitigating new or incremental risks.
Conduct staff evaluations, determine promotions and reductions in workforce.
Implement Salesforce work flow engagement tool from conception to completion for over 230 stakeholders driving score card metric for an optimal on time response rate of 82% from 44%.
Regularly access the development of team members identifying opportunities for stretch assignments through support of day to day and program initiatives.
Barclays - Risk and Control Manager City, STATE, 12/2010 - 12/2014
Oversaw integrity of balance sheet substantiation and new product services.
Performed audit coordination for Operations IB related Custody and SOX reviews.
Led processing and settlement deficiencies on a monthly basis and worked with various Ops line teams to develop remediation measures.
Louis Dreyfus Commodities - Contract Compliance Manager City, STATE, 01/2008 - 12/2010
Created issue and recommendation reports to leadership and auditing team, identifying areas requiring additional support.
Negotiated derivative and transactional confirmations to manage contractual risk to ensure the validity of economic terms and conformity to corporate policies.
Developed strategic long and short term budget plans driving down costs and Full Time Employee (FTE) targets.
Organized initiatives, drafted documentation and enforce compliance with best practices.
Company Name - Associate City, State, 05/2006 - 03/2008
Collaborated across Sales, Trading, Legal, Credit and Compliance to ensure integrity and accuracy of trade and contractual risk for the Commodities desk.
Increased Straight Thorough Processing (STP) for outgoing confirmations by 30%.
Built and maintained relationships with peers and upper management to drive team success.
Completed ongoing quality checks on commodity products, closely following strict quality assurance guidelines.
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