Nov 2022 – Present · 3 yrs 4 mos

• Author of ColorWise: A Data Storyteller's Guide to the Intentional Use of Color

Aug 2022 – Present · 3 yrs 7 mos · Virtual

• Having a strong personal brand can help you stand out from competitors and colleagues and attract relevant opportunities.

Jul 2021 – Oct 2021 · 3 mos

• The DATAcated Expo will provide the community with an opportunity to explore and discover innovative technologies in data science & analytics.
• Hear from expert speakers that will provide real-life case studies and demos of technologies across a variety of data science & analytics processes. Speakers will provide 10-min lightning talks and we’ll take questions from the live audience.
• The presentations will be centered around the data analytics process and will take participants on a journey from identifying the business use case to collecting, cleaning, exploring, visualizing and ultimately communicating insights.
• This live event will provide several opportunities for networking and building relationships in the data community.

Mar 2021 – Present · 5 yrs

• You can find prior LinkedIn live shows (and future ones) on the DATAcated On Air podcast - https://anchor.fm/datacated

Oct 2020 – Oct 2020 · 0 mo

• The conference is packed with incredible insights from the very best speakers!
• Speakers will deliver 10 min ‘lightning’ talks and will stay on for a few minutes for some live Q&A.
• The conference is hosted on LinkedIn Live and is FREE to attend!
• We’ll have plenty of fun giveaways provided by our Community Partners.

Mar 2020 – Present · 6 yrs

• DATAcated® to helping clients share their stories through content creation and amplification. Providing custom 𝗟𝗶𝗻𝗸𝗲𝗱𝗜𝗻 𝗰𝗼𝗻𝘁𝗲𝗻𝘁 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 for companies focused on innovating in the data science, machine learning, and artificial intelligence space.

Jun 2019 – Mar 2020 · 9 mos

Jun 2017 – Jun 2019 · 2 yrs

Jan 2015 – May 2017 · 2 yrs 4 mos

Aug 2011 – Dec 2014 · 3 yrs 4 mos

• Assessment of risk governance practices measured against relevant bank supervisory guidance and leading practices (e.g. Enterprise Risk Assessment Process, New Product Approval Process, Risk Reporting, Committee Structure, etc.)
• Prepared periodic program status/progress reports. Assisting with building out roadmap of future phase deliverables and maintenance of project plans. Escalating issues & risks to ensure timely remediation
• Provided assistance with writing responses to regulatory letters (MOUs, MRAs, MRIAs)
• Developed an inventory for regulation W requirements (including Dodd-Frank Act impact), and assessed the applicability of the regulation to each business line within a large financial institution
• Assisted large foreign banks with Foreign Enhanced Prudential Standards (FEPS) implementation (including Governance, Data, Risk Management, Implementation Plan, etc.,)
• Revised current or establishing new policies and procedures as well as ensuring that various departments/functions have relevant policies, procedures and guidelines which reflect current business practices

Mar 2019 – Present · 7 yrs

Aug 2010 – Aug 2011 · 1 yr

• Involved in the establishment of the Operational Risk Policy & Procedures (per Parent Company guidelines, U.S. regulations, and Basel Directives)
• Provided assistance to Risk Champions on how to assess Operational Risk and how to use the Management of Operational Risk System (MOR)
• Risk Control Self-Assessment (RCSA)- took part in the establishment of methodology, interviewing business units (surveys) and setting risk mitigation plans for High risk items
• Assisted CRO in quarterly reporting to the Risk Management Committee of the Board (Risk Dashboard)
• Assisted CRO on the annual submission of Internal Capital Adequacy Assessment Process (ICAAP)
• Developed New Products Approval Procedure and New Products Committee Charter
• Basel II/III - Performed gap analysis on Basel II & III Directives
• Reviewed and revised Risk Management Manual Operating Procedures (MOPs)
• Participated in KMV Moody’s Project to calculate credit risk metrics (PD & LGD)
• Assessed and tracked audit items (Internal Audit, Parent Company, & Examiners)
• Committee Participation
• Participated on Operational Risk Management Committee & Basel ICAAP Steering Committee

Aug 2009 – Jul 2010 · 11 mos

• Managed a sales process by qualifying prospects, establishing relationships & identifying opportunities.
• Assisted with the planning and development of direct marketing and data-related projects.
• Handled client relationship management process through the use of CRM tool (SalesForce) and used existing relationships for cross-selling opportunities.

Nov 2008 – May 2009 · 6 mos

• Developing Credit Committee reports - financial statement analysis and accounts receivable aging report analysis to determine lending structure.

Jan 2008 – Apr 2008 · 3 mos

• Involved in setting up appointments with prospects (cold calls), and creation/maintenance of client records using B.O.S.S. (CRM tool)