Experience

• 

  M&t bank

  Jul 2001 - May 2007

  • Financial Analyst, Banking Officer

    Jan 2005 - May 2007

  • Accounting Specialist

    Jul 2001 - Dec 2004
• 

  Citi

  May 2007 - Apr 2010

  Senior compliance analyst, avp

  • Research relevant law/regulations, maintain records/prepare filings and draft guidelines for compliance to ensure consistency with the Municipal Securities Rulemaking Board (MSRB Rule G-37) and various state laws• Support businesses in the pre-clearance process of personal political contributions, solicitation/fundraising and gifts/entertainment to U.S. public officials• Coordinate and present training decks to various business lines within the US regarding Political Activities and how it relates directly to the employee• Work closely with Business Compliance and Internal Counsel on the resolution of employees requesting the solicitation of government entities (procurement lobbying) Show less

• 

  M&t bank

  Apr 2010 - Mar 2017

  Primary focus is on supporting the ongoing project to harmonize M&T’s CCAR processes and M&T’s Operating Plan processes. • Manages high priority projects, impacting multiple stakeholders across M&T’s Finance division, as well as projects related to bank-wide initiatives.• Manages changes to project scope, schedule and costs using appropriate verification techniques to keep the project plan accurate, updated, reflective of authorized project changes as defined in the change management plan, and facilitate customer acceptance.• Leads and directs high priority projects often requiring considerable resources and high levels of functional integration; responsibility for the projects includes all aspects from initiation to close.• System scope and project objectives, as well as the role and responsibility of each team member, to effectively coordinate team activities. Show less • Establishes Project Deliverables – develops Project Pan, Forecast and Schedule. Includes work breakdown, project organization charts, communication plan, risk plan and Quality plan• Communicates Project Plan – Ensures a common understanding by setting expectations in accordance with the Project Plan, in order to align the stakeholders and team members• Executes Project Plan: Executes the task as defined in the plan in order to achieve the project goals• Manages Changes to Project Scope – Managers changes to project scope, schedule, and costs using appropriate process to maintain an accurate project plan, reflective of authorized changes, and facilitates customer acceptance• Measures Project Performance – Uses appropriate tools and techniques to monitor the progress of the project, identify and quantify any variances, perform any required corrective actions, and communicate to stakeholders Show less • Responsible for the CCAR/Stress Testing (FR Y-14A) management of all activities related to the successful planning, documenting and implementation of capital planning and finance-related projects• Document process flows and procedures to support the bank's regulatory and compliance related requirements• Manage changes to the project scope and project schedule for 3 Stress Test Submissions (January 2013, July 2013 and January 2014)• Interfaces with various external parties such as consultants, bank regulators, and examiners Show less • Tends to all compliance matters relative to the Fixed Income Capital Markets by performing branch inspections, preparing responses to internal audit and by ensuring changes to key regulatory rules reviewed and assessed for the business units• Serves as the developer and primary contact for M&T Securities to ensure that appropriate compliance templates, test scripts, test work and ad hoc projects have been identified and are being executed accordingly• Develop and present educational materials, including products and sales activities that may be derived from external regulation notices, internal audit inspections and ongoing compliance oversight• Produce and maintain Fixed Income Capital Markets Written Supervisory Procedures for M&T Securities and M&T Bank Show less

  • Capital Planning - Senior Project Manager, VP

    Aug 2016 - Mar 2017

  • Enterprise Data Warehouse - Senior Project Manager, VP

    Apr 2014 - Aug 2016

  • Senior Project Manager - Capital Planning, VP

    Sept 2012 - Apr 2014

  • Compliance Specialist II , AVP

    Apr 2010 - Sept 2012
• 

  Td

  Mar 2017 - Mar 2023

  • Facilitates release processes, coordination, and execution• Escalates impediments, manages risk, helps ensure value delivery, and helps drive improvement• Participation in transforming, coaching leaders, teams and Scrum Masters in the new processes and mindsets required to achieve agility• Partnering with the Solution Train Engineers in synchronizing the various releases in a TDSA designed platform as well as broader orchestration of work within the NEW operating model• Facilitate PI Planning readiness by fostering a Continuous Exploration process that drives the synthesis of a Vision, a Roadmap, and Backlogs, and through Pre- and Post- PI Planning events• Provide input on resourcing to address critical bottlenecks• Work with Product and Solution Management, Product Owners, and other stakeholders to help ensure strategy and execution alignment to improve the follow of value through value streams by improving and assessing the practices Show less • Manage a team of Business Analysis & Analytic Specialists and work closely with various internal stakeholders/partners to understand business objectives, identify data / information needs, opportunities for improvement and help inform and support business decisions and strategies with the ED&A team• Lead all of ED&A with the top pulse score's 3 years in a row• Support growth of team by identifying and coordinating educational opportunities indicative of current business directives.• Ensure team collaboration with partners on business problems/issues and provide fact-based analytical advice that aligns to strategy and drives shareholder value• Executive Sponsor on non-Akora initiatives – apply judgement, discretion and collaborate with the team to navigate and resolve issues• Direct accountability for leading and managing Business Operations Practices to support delivery of project & BAU processes for applications• Establish effective relationships across multiple business and technology partners, program, and project managers Show less • Direct accountability for leading and managing Business Operations Practices to support delivery of BAU processes for applications• Represent business as their Operational Excellence Champion• Responsible for providing support to projects in developing operating practices to support delivery• Accountable for documentation management for Business Operations and Project Artifacts• Answerable for executive and management communication as it pertains to the Business Operations• Establish effective relationships across multiple business and technology partners, program, and project managers• Supports an environment where team freely escalates business challenges, facilitate change through positive reinforcement of milestones and successes Show less

  • Release Train Engineer (RTE) III

    Nov 2021 - Mar 2023

  • Senior Manager Business Analysis

    Feb 2019 - Nov 2021

  • Risk & Regulatory Data Warehouse - Bus Line Finance Mgr II / Vice President

    Mar 2017 - Feb 2019
• 

  M&t bank

  Mar 2023 - now

  Senior vice president - product manager v

  - Responsible for managing and representing a cohesive view of automation and modernization initiatives associated with Capital Management & Modeling.- Build and own the product/program vision for assigned agile initiatives and communicate them with the teams and their stakeholders- Focus on outcomes over outputs, incorporating design thinking methods and analytics to inform product design- Liaison to communicate the enterprise strategic intent to agile teams to ensure alignment with broader organizational vision while helping prioritization, defining and articulating new opportunities, and working in close concert with key stakeholders, including senior leadership across the organization Show less