Advisory Senior Associate, PwC
July 2018 - Present
Led an industry benchmarking discussion at the PwC Complaints Forum - an event that caters to C-Suite and executive level Compliance and Customer Experience professionals.
Selection of Projects Completed:
Large Regional Bank – End-to-End Assessment
Identified compliance gaps as part of an in-depth assessment of all products and services offered relative to regulatory requirements and fulfillment of terms and conditions, working with a multi-competency team.
Drafted deliverables to formalize sustainable and repeatable processes to assess potential risks, escalate risks, monitor regulatory gaps, and track identified issues through resolution.
Designed the framework and strategy that set the foundation for what turned into a $65 million engagement with 150+ resources.
Managed day to day operations of engagement by supervising and developing junior staff, up to 20 resources on-site and remote at a time, while overseeing data management and validation.
Major Retail and Commercial Bank – Operational Playbook
Developed an operational playbook inclusive of policies, procedures, process flows, controls, and templates for the compliance department.
Compiled gap analysis for the compliance department, internal audit, and business teams at Financial Services companies in order to reduce inherent and residual risk.
Identified system enhancements for standard operating procedures to reduce regulatory risk.
Advisory Associate
August 2015 - June 2018
Selection of Projects Completed:
Large Regional Bank – Systems Assessment
Conducted current state assessments of the compliance program at multiple large, complex Financial Services organizations based on policies and procedures.
Interviewed key executive stakeholders to develop and enhance operational and desktop procedures, understand risk management structure and roles and responsibilities
Large US Based Bank – Core Banking Platform Implementation
Assisted a large, complex banking organization with implementing a new core banking platform
Assessed the design and content of multiple test scenarios and test cases against regulatory requirements and system functionality for a new system implementation.
Led client discussions on third-party testing results along with potential regulatory compliance impacts of system defects.
Trained and on boarded new senior members of the team on the complex nature of regulatory functionality reviews.
Managed administrative responsibilities including engagement financials and daily client status updates.
Industrial Solutions Sales Intern, GE
January - May 2013
Managed project orders including quotations and sales on the scale of $300k for the Mid-Atlantic District.
Assisted with Distributor product sales, promotions, and growth initiatives for the Mid-Atlantic District.
Commercial Lighting Controls Sales Intern, Crestron Electronics, Inc.
June - August 2012
Marketed single-room lighting control management systems to industry professionals.
Developed training program for architects on EMerge Alliance – an industry initiative towards safe, versatile 20-volt DC power ceiling grids.
Education
Massachusetts Institute of Technology
September 2017
MIT Global Entrepreneurship Bootcamp Beyond Food
Highly selective leadership program in Taiwan.
Developed a sustainable new food venture in a week, leveraging the innovation framework and curriculum taught in core entrepreneurship classes at MIT.
Georgia Institute of Technology
August 2010 - December 2014
B.S. Mechanical Engineering; Minor: German
GPA: 3.31, Major GPA: 3.42
Honors Program, Order of Omega (Greek Honor Society)
Academic Honors: Dean’s List Spring 2011, Fall 2011, Spring 2012, Fall 2013, Faculty Honors Spring 2014, Fall 2014
German Language for Business and Technology
Studied at multiple universities throughout Germany as part of the Georgia Tech Language for Business and Technology program. A focus on language, culture, politics, and economy—lectures were given entirely in German.
Activities and Leadership
Stone Barns Center for Food and Agriculture
December 2018 - Present
Volunteer farmer
Assisting with crop production and harvesting for their Community-Supported Agriculture (CSA) program and partner restaurant Blue Hill
Leukemia and Lymphoma Society: Team in Training
2010 - 2013
President / Mentor Executive Board
Recruited and trained over 100 participants in 2011. Raised $59,000 on behalf of the Leukemia and Lymphoma Society. Led fundraising event planning and managed Executive Board.
Raised over $45,000 in 2010. Formed and launched as an official student organization on Georgia Tech campus. Trained over 40 participants for half or full marathon.