Partner across a range of retail and financial service clients, including mass distribution, grocery, automotive, childrenswear, insurance, and real estate. Specific areas of expertise include: store operations and customer experience strategy, business case and roadmap development, operational benchmarking, market assessment and growth strategies, process redesigns resulting in operational optimization, and development of remediation plans in response to increased government regulation.

Led cross-functional collaboration to identify strategic opportunities for various process improvements. Collaborated with US, London, and Hong Kong trading desks and prime brokers to settle trades including equity, fixed income, repurchase agreements (repo), mortgage-backed securities (MBS), and asset-backed securities (ABS).

Analyzed daily trade and cash volume of $9B+ clients, ensuring timely reconciliations with 20+ prime brokers and counterparties. Established materiality analysis to ensure proper risk exposure to unreconciled positions for various clients.

Created analytical tools that detailed proper diagnosis of recurring payment issues to drastically reduce research involved on toxic, aged, and complex assets