Functional Skills

Accounting
Project Management
Communications
Change Management / Org Design
Business Analysis
Operations Management
Product Data Management
Sales and Operations Planning (S&OP)
User Acceptance Testing
Financial Due Diligence

Software Skills

Adobe XD
Airtable
AWS
BitBucket
Blockchain
Citrix
Coupa
DocuSign
Google Docs
Salesforce

Certifications

Series 24
Series 7

Sector Experience

Business Services
Financial Services
Technology
Bulge Bracket Investment Banks
Fortune 500

Experience

RoleScale inc Start-Up
CEO
5/2023 - Present
Leading the strategic vision and overall direction of the company, leveraging my extensive experience in both Wall Street and Silicon Valley. With over 18 years at Robinhood, I bring my knowledge in financial technology and strategic leadership to orchestrate the seamless integration
of AI-powered talent management solutions and consulting services at RoleScale.

ROBINHOOD MARKETS Media & Communications
Senior Operations Manager - Brokerage & Product Communications
5/2022 - 5/2023
Managed the Brokerage and Clearing Communications Teams at Robinhood. which handled all brokerage and trading related Comms sent out to 26 Million + Customers.
•Hiring and building the teams from scratch - Created procedures, workflows and team structure.
•Worked with other stakeholders cross functionally, spearheaded a Comms working group across all comms teams and helped streamline the Comms intake flow.

ROBINHOOD MARKETS Operations
Clearing Operations Sr Manager – Business Support & Strategy
11/2017 - 4/2022
Built a new Clearing business for Robinhood. Project owner and Key contributor from initiation to launch. I was the main person working directly with the head of Ops in charge of launching a clearing business for Robinhood. Responsibilities included creating all required process flows, business requirements and technical specs to ensure a successful launch of the Clearing Business, this includes building new cross-functional back-office teams, creating procedures and SOPs, creating controls to make sure proper compliance with FINRA and SEC Regulation.
•Managed the Business Support and Strategy team responsible for providing support to the different clearing Operations and back-office Desk Leads at Robinhood. This includes handling system issues and bug escalations
● User Acceptance Testing, Access Management.
•PM Lead – Handled conversion and back-office related projects, new product launches, deployments and enhancements and overall change management for the back office.
•Liaised

Deutsche Bank Product Management / Strategy
Project Manager – Product Control Solutions Group
1/2015 - 1/2017
.Worked on both local and global projects related to finance and technology change for the bank.
•Worked with a global project team to help replace legacy systems with new strategic platforms.
•Worked with accounting control teams to provide strategic solutions and month end support on reconciling subledger and ledger systems to the P&L front office systems. As well as providing operational efficiency solutions and help automate manual processes.
•Monitored and planned the UAT process and acted as a liaison between the RTB and CTB teams.

Bank of New York Mellon Operations
Project Analyst, Bridgewater On-Boarding Team
1/2011 - 1/2015
•Responsible for handling serval Back-Office and Middle Office Tasks including trade reconciliations, processing and monitoring OTC derivative life cycle events
•Responsible for various controls and audits within the Derivatives team.
•Testing various systems and quality control.

Bank of New York Mellon Operations
Clearing Ops Associate
10/2011 - 11/2013
•Handled Clearance and Settlements back office support for Pershing's Broker Dealer clients. This included DTC settlement Support for Domestic accounts.
•Resolved P&S breaks and trade issues for broker dealers.

Market Traders Institute Sales
FX Associate
1/2006 - 1/2011
•Contacted potential clients to discuss their investment portfolio and helped them get involved in the Foreign Currency Market (FOREX) by acquiring education and opening trading accounts with the firm.
•Monitored, trained and assisted the performance of other team members. Conducted weekly sales meetings to discuss performance and goals.