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Work Background
TDTreasury 1B
Nov. 2024
J.P. MorganCorporate Treasury Project Manager - Liquidity Risk infrastructure
Mar. 2023 - Nov. 2024• Analysis of trading book / banking book data for implementation across a suite of regulatory and internal management reports, analyzing the prescribed regulatory requirements when necessary for Deposits (Product).
• Worked closely with the risk team to ensure all treasury products complied with regulatory standards and internal risk policies, mitigating potential financial exposures.
• Identify key data quality issues and drive remediation with technology teams across LRI, FRW Everest and upstream source systems. • Collaborate with Liquidity Risk Policy, Oversight, Middle Office and technology teams to identify gaps, understand and implement requirements. Reporting of 6G, LCR and NSFR to the Fed • Participate in the creation or review of Business Requirements Documents and Functional Specifications.
• Partnered with IT, finance, and operations teams to streamline product workflows, ensuring alignment with treasury's strategic objectives and risk management guidelines.
J.P. MorganSenior Associate QA AWM (Client Service Group & Asset Management)
Oct. 2019 - Jun. 2023• Managed quality assurance exams and testing, results to ensure consistency and accuracy.
• Managed Process Improvement initiatives for various Processes supporting Client Service and Asset Management for the Private Bank. • Spearheaded the identification and rectification of critical risk issues, achieving a 15% reduction in operational discrepancies, and enhancing the bank's compliance with regulatory controls and standards.
• Helped Build a framework for the testing of the bank’s compliance of Regulation 9.6c enforced by the OCC specifically pertaining to asset Management clients.
• Provided verbal and written summaries of findings and corresponding corrective actions.
• Recommended and implemented enhancements to improve effectiveness and efficiency of services and systems improving business performance by 40%.
Wells FargoAssociate
Aug. 2017 - Oct. 2020• Served as a risk leader; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations.
• Make introductions to partners to help meet customer's broader financial needs.
• Maintained a Net Promoter score of 95% which reflected client satisfaction. • Participated in the expansion of Affluent Segment clients. Grew Customer base by 30%.
Rutgers Business SchoolMBA Candidate
Aug. 2017 - Dec. 2019
Allied Millennial Partners, LLC.Intern
Aug. 2017 - Nov. 2017
TeslaAssociate
May. 2017 - Jun. 2019Greater New York City Area• Assisted in the Preparation of Monthly and quarterly financial reports with 100% accuracy.
• Maintenance of client data via Salesforce. Kept data integrity at high level of accuracy.
• Partnered with technology and the business in the implementation of new cost saving Strategies.
TeslaAnalyst
Aug. 2016 - May. 2018
US ArmySpecialist
Mar. 2016 - Dec. 2019Dedicated professional with 3 years of service as a Motor Transport Operator (88M) in the U.S. Army Reserve. Proven expertise in vehicle operations, maintenance, logistics and safety procedures. Demonstrated leadership, teamwork, and adaptability in high-pressure environments. 1. Leadership Excellence: Led a platoon of 17 Motor Transport Operators, ensuring readiness, training, and welfare for all assigned personnel.
2. Operational Planning: Oversaw the successful planning and execution of 7 transportation missions, delivering both personnel and equipment safely to designated locations.
3. Training Development: Instituted a comprehensive driver training program, resulting in a reduction in vehicle accidents and a 20% increase in training completion rates.
4. **Maintenance Oversight: Managed a fleet of 8 vehicles, ensuring a 90% operational readiness rate through diligent maintenance oversight and coordination.
5. Safety Emphasis: Conducted regular safety briefings and training, resulting in 25 months without any major safety incidents.
6. Logistical Management: Streamlined supply chain logistics, reducing transportation costs by 10% and improving delivery times by 15%.
7. Cross-Functional Collaboration: Collaborated with other military units and departments to ensure seamless transportation and logistical support.
8. Operational Reports: Delivered accurate and timely reports on transportation missions, maintenance, and personnel readiness to senior leadership.
9. Continuous Improvement: Implemented process improvements that led to an increase in transportation efficiency and a decrease in equipment downtime.
Kean UniversityStudent Worker
Sep. 2015 - May. 2017
Union County CollegeStudent Worker
Jan. 2014 - Dec. 2015
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