Experience

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  Wells fargo bank, n.a.

  Jan 2001 - Jan 2003

  Securities analyst ii

  - Processed bond payments for a portfolio of Commercial Mortgage-Backed Securities.- Worked with investment banks to analyze payment structures and legal agreements on complicated CMBS structures.

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  Us census bureau

  Jan 2004 - Jan 2009

  Statistician

  - Compiled and analyzed state government finance data used by the Bureau of Economic Analysis. - Managed two employees in compiling the Annual State Tax Survey. Created and maintained databases for this survey.

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  Bb&t

  Jul 2009 - Sept 2017

  - Developed and managed the Capital Planning CCAR/DFAST stress-testing models and processes. Forecasted Basel III capital ratios and risk-weighted assets (RWA) for the annual Capital Plan and FR Y-14A regulatory filings. Automated equity forecasts in SAP Business Planning and Consolidation (BPC).- Led the design of the capital allocation framework based on regulatory capital and stress-test results. Calculated capital rates and amounts for risk-based line-of-business profitability and loan pricing models.- Managed the Capital Planning ALCO monthly forecast process. Presented capital ratio forecasts and Capital Plan variances to the CFO. Monitored capital compliance, subsidiary capital optimization, and peer capital metrics.- Led and performed critical ad hoc special projects requested by the CFO.- Standardized the capital stress testing model to improve efficiency and enable scaling for additional scenarios.- Performed due diligence for acquisitions of National Penn Bancshares and Susquehanna Bancshares. Created the amended Capital Plan for BB&T's $18.6 billion acquisition of Susquehanna. Modeled pro forma capital ratios for National Penn, Susquehanna, and Bank of Kentucky under the Federal Reserve's supervisory stress scenarios. Show less - Led work-streams of the SAP financial system implementation for a regional bank with over $180 billion in assets. Financial data solutions include Bank Analyzer, BW on HANA, and BusinessObjects.- Managed three employees of the report decomposition team, which researched LOB source system data and report logic to automate reports in SAP. Included Call Report, FR Y-9C, CCAR/DFAST, 10-K, 10-Q, and internal reports.- Developed co-innovation solutions with SAP focused on financial and risk data within SAP HANA.- Provided analysis to the product team for the Chart of Accounts update. Show less - Modeled potential bank and non-bank financial institution acquisitions based on DCF analysis and the impact to U.S. GAAP earnings per share. Enhanced the corporation's merger model to improve model results and incorporate new regulatory and accounting rules. Presented model results to the Executive VP of Corporate Development and the CFO.- Wrote and compiled the technical documentation and user manual for the merger model. Worked with the corporation's Model Risk Management team to conform to new regulations on model documentation.- Modeled the value of Florida Asset Resolution Group, LLC, which was created as part of the BankAtlantic acquisition, using a DCF analysis. Calculated the impact of stress scenarios on the value of the LLC in order to receive regulatory approval for the acquisition.- Created a peer analysis dashboard for the Compensation Committee of the Board of Directors. The dashboard calculates BB&T's overall ranking among its peers based on a comprehensive list of financial metrics. Show less - Created a robust economic capital stochastic model as a member of the Economic Capital team. Recipient of the 2010 BB&T CEO's Innovation Award for the development and implementation of the economic capital framework.- Developed and managed BB&T's cross-functional Comprehensive Capital Analysis and Review (CCAR) process, which calculated the impact of macroeconomic stress events on income and capital. Received no objections from the Federal Reserve in 2011 and 2012 to raise BB&T's corporate dividend.- Performed macroeconomic driver analyses and regular macroeconomic stress scenario analyses, including the development of internally-generated macroeconomic stress scenarios and reverse stress testing scenarios.- Analyzed the profitability of new deposit products and pricing structures to determine the impact to overall net income. Developed and implemented a competitive intelligence framework for Deposit Services. Show less

  • VP - Corporate Development & Capital Planning

    Apr 2014 - Sept 2017

  • VP - Financial Information Systems

    Jan 2013 - Apr 2014

  • AVP - Corporate Development & Capital Planning

    Mar 2012 - Jan 2013

  • AVP - Management Reporting

    Dec 2009 - Mar 2012

  • LDP Associate

    Jul 2009 - Dec 2009
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  Capital one

  Sept 2017 - now

  - Managed the External Analytics team within Capital Markets and Analytics. Performed peer analysis and industry research on strategic topics relevant to Balance Sheet Management.- Projected CCAR/DFAST capital ratios and payouts for peers based on prior cycle results, severity regressions, and consensus analyst metrics. Forecasted relative capital resiliency through CCAR/DFAST and included the impacts of proposed regulatory changes.- Analyzed the impact of the Fed's balance sheet reduction on industry and bank-specific deposit balances. Calculated segmented deposit run-off risk incorporating liquidity requirements from the Liquidity Coverage Ratio.- Researched peer and industry impacts of the Fed's SCB proposal and provided suggestions for Capital One's response letter to the Fed. Estimated peer internal capital targets based on SCB, economic capital, and rating agency constraints. Determined the negative impact of the proposed rule on industry M&A activity.- Presented peer analyses to senior leadership and the CFO during the Quarterly Business Review meeting. Show less

  • Senior Director, Audit

    Jan 2024 - now

  • Audit Director

    Jan 2021 - Jan 2024

  • Senior Audit Manager

    Jul 2018 - Jan 2021

  • Senior Manager, Capital Markets

    Sept 2017 - Jul 2018