Experience

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  Morgan stanley smith barney

  Jan 2006 - Jan 2010

  Participated in overall business development of clientele by creating customized financial plans and asset allocation proposals, designing tailored reporting for new and existing clients and creating market strategies to attract new business. • Analyzed money managers through benchmarking and examined quarterly metric performance data to create investment monitors and asset appraisals for financial advisors. • Provided technical support and training to the branch’s 70 financial advisors on the Consulting Group’s internal systems used to analyze money managers.• Developed procedures to assess appraisals for feasibility of financial world markets Show less Worked with financial advisors to develop and implement financial advice for clients. Helped senior consultants with marketing projects and prepared correspondence and documents for financial advisors and clients. • Created and implemented a dashboard for a team of advisors to help maximize their profit and keep track of their goals and pipelines. • Developed marketing strategies and business plans that assisted financial advisors with business opportunities and met plan requirements. • Developed new solutions for Account Verification Profile to maintain an updated client profile database. Show less

  • Consulting Group Analyst

    Jan 2008 - Jan 2010

  • Registered Marketing Assoicate

    Jan 2007 - Jan 2008

  • Financial Marketing Intern

    Jan 2006 - Jan 2007
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  Rm advisory services llc

  Jan 2012 - Jan 2018

  Lead Project Manager on the Air Force’s Financial Improvement and Audit Readiness (FIAR) initiative, under the direction of PwC. Responsible for the evaluation and assessment of the Air Force’s audit and business risks related to policies, processes and procedures and the implementation of strong internal controls and compliant business processes. • Supervised over 25 team members and managed the improvement of over 20 operational processes, including the strategy, development, and implementation of the business process reengineering for Real Property and Equipment asset classes. • Supervised and guided the team to conduct gap analyses, risk assessments, draft dozens of corrective action plans and establish new internal controls to bring the Air Force into compliance with applicable standards and establish a sustainable business environment.• Identified and implemented sustainable Standard 6 compliant business processes and drafted a go-forward strategy to ensure processes are sustainable under OMB Cir. A-123 and all applicable guidance. • Key participant at the Air Force Real Property rapid improvement event held in Jan 2016; shaped the strategy and way forward to ensure all 17 Real Property processes were being evaluated for gaps and internal control deficiencies as well as ensured that corrective actions addressed the root causes and were implemented effectively. • Supervised and assisted with the Real Property Valuation efforts, including collecting and analyzing documentation used to assign baseline values to over 70,000 assets. Show less Supported the FIAR initiative for the Department of the Air Force’s Real Property assessable unit. Supervised associates to complete the work products required for risk assessment, risk management, and audit assertion. • Drafted process improvement plans to mitigate identified risks to the Air Force enterprise. • Oversaw creation of the team’s business process narrative documents and workflows for twelve processes including identification of key risk and controls. • Reviewed key controls and assessed the design and operational effectiveness of those controls through testing.• Analyzed accountable property systems of records for complete universe of transactions to ensure accuracy of the financial statements; conducted data mining analysis for any discrepancies. Show less

  • Manager

    Jan 2014 - Jan 2018

  • Senior Staff Consultant

    Jan 2012 - Jan 2014
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  Guidehouse

  Jan 2018 - Jan 2021

  Manager

  Lead risk management, business process improvement and audit support efforts for an array of public sector clients including the Department of the Air Force, Department of Housing and Urban Development (HUD) and Office of the Secretary of Defense, Comptroller (OUSD(C)). Responsible for overseeing the business process reengineering of client’s end-to-end processes and internal procedures to mitigate risk and implement compliant business processes.• Managed five workstreams and 15+ team members leading efforts to identify clients’ systemic issues, determine root causes, draft corrective action plans and work with stakeholders on implementation and monitoring.• Lead a team responsible for review of HUD’s material weaknesses remediation approach to ensure the corrective actions address root causes, mitigate deficiencies and are properly monitored. • Oversaw the remediation of HUD’s 7 Property Plant and Equipment related audit conditions and corresponding business process improvements including:o Drafted a methodology and gap analysis that identified a $300M write off and subsequently implemented an end-to-end compliant business process.o Conducted an analysis to determine a population of more than $60M in assets to be added onto the balance sheet and worked with stakeholders to identify areas of risk and implement new internal controls. • Stood up the Quality Assurance Team under Air Force’s Financial Management Quality Assurance Program including project management, design and implementation of business process improvements, and streamlined over 29 KPIs.o Determined systemic issues for different performance measurement areas and worked with stakeholders to identify the root causes and implement process improvements.o Worked with the team to update reporting templates and visualizations to improve insights. Show less

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  Amazon

  Jan 2021 - now

  Lead of the Controllership team as part of Project Kuiper’s Global Service Compliance (GSC) program. Managing a team of risk and compliance managers, analysts, and technical specialists, responsible for overall risk management, internal controls, monitoring and reporting of compliance requirements of Project Kuiper operating as a communications service provider globally. A key member on the Risk, Compliance and Policy (RCP) team within Amazon's People Engine leading risk management efforts in the build out of the new human capital management technology platform. Managing a team of risk program managers responsible for identifying and assessing risks across the organization, working with tech and product teams to implement risk mitigations, and ensuring product compliance with global laws, regulations and internal policies.

  • Global Risk and Compliance Leader - Project Kuiper

    Jan 2024 - now

  • Senior Risk and Compliance Manager

    Jan 2021 - Jan 2024