Years of Experience
• Worked as the project manager for a strategy engagement to roll out a new commercial lending product for a global wealth management firm. This included the future state design of an end to end commercial lending operation and project plan. Contracted by Abelian Partners.
• Project managed commercial payments hub upgrades and rollout of new functionality.
• Effectively lead 3 projects with 6 workstreams for the wholesale bank related to AML.
• Assisted a national bank in developing business requirements for a new commercial loan origination system.
• Assisted a West Coast Bank in evaluating vendor RFI responses for a new loan origination system by developing a vendor scoring model of business and functional requirements.
Current State Assessment and Benchmarking:
• Performed benchmarking analysis of commercial banking operations and performance of 6 large banking institutions.