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Work Background
Amazon Web Services (AWS)Partner Funding Support Manager, AWS Partner Network
Feb. 2022- Lead a team of Product Managers and Partner Support reps supporting over 100,000 AWS Partners globally through Partner Funding Programs - Lead funding operations and day-to-day partner support
- Serve as consultant for funding program strategy design and development
- Manage internal and external enablement content and resources for AWS partner programs and porch - Participate as panelist in PartnerCast, Roadshows, and Webinars to improve enablement effort
- AWS Customer Engagement Incentive program launch team
- Developed and streamlined funding exception process for development managers to fund projects beyond standard policy requirements
Maxwell & Minka LLCManaging Partner
Nov. 2021Short term rental property management and hospitality operations
J.P. MorganVice President, International Client Onboarding
Nov. 2018 - Feb. 2022Dallas, Texas- Managed a team of senior project managers (VP’s and Associates) onboarding/implementing clients with $20-$100 million revenue size targeting 45 day end-to-end implementation
- Managed a team of implementation analysts in Dallas, EMEA, and APAC with an additional support team in Bangalore
- Led deal team in onboarding international entities and implementing treasury solutions for Commercial Banking clients
- Served as escalation point of contact responsible for the end-to-end client experience and satisfaction during international onboarding process, for global and complex requests, including completing RFP’s and client visits
- Implemented streamlined processes and offshoring initiatives to eliminate touchpoints, improve cycle time, and reduce operational risk exposure
- Led strategic business initiatives as a Subject Matter Expert/project manager for international regulatory requirements, products & services, documentation, and Regional/Country KYC requirements
- Developed project complexity analysis model in collaboration with Business Finance team to manage new business pipeline and internal capacity with machine learning opportunity
The FitsmithCoach
Jun. 2016 - Nov. 2018NSCA-CPT
Goldman SachsSenior Associate
Apr. 2015 - Nov. 2018Dallas, Texas- Led European Special Situations Group and London Mortgage Trading desk business through back-office loan servicing of European Residential/Commercial Real Estate, and Consumer/Student loans portfolios (over 250,000 loans and ~$100B notional)
- Managed complete portfolio review and servicer analysis as part of technical due diligence for onboarding new deals
- Partnered with technology team for completion of system infrastructure logic testing and implementation
- Developed/reported weekly Key Risk Indicators (KRI’s) to regional council and head of Dallas operations
- Reviewed Fed reporting requirements on loan activities to internal and external auditors
JPMorgan Chase & Co.Client Audit Manager, Regulatory & Control Operations
Jan. 2015 - Apr. 2015Fort WorthDeveloped and managed a team of product specialists, business analysts, and team supervisors through location strategies. Created onshore support for client audit functions liaising with external auditors.
J.P. MorganOperations Manager, Corporate Investment Bank
Jan. 2011 - Jan. 2015Dallas/Fort Worth AreaManaged trade execution and reconciliation activities for Mutual Fund operations. Reviewed key areas of daily operations to ensure compliance with regulatory requirements and company procedures. Implemented 90% automated work stream through terminal emulation. Completed department migration and built Dallas footprint for Fund of Hedge Funds custody operations.
J.P. MorganOperations Supervisor/Team Lead, Worldwide Securities Services
Feb. 2007 - Apr. 2011Dallas/Fort Worth AreaPromoted through positions of increased responsibility and authority based on outstanding performance. Supervised a team of seven operations specialists and team leads charged with facilitating the timely, accurate settlement of securities transactions across domestic and international markets.
J.P. MorganRemittance Processing Specialist, Retail Banking
Jan. 2006 - Dec. 2007Dallas/Fort Worth AreaReceived, recorded, and processed a high-volume of customer credit card transactions in accordance with company policies and procedures.
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