Strategic treasury and finance leader with 15+ years of experience advising on liquidity structures, cross-border operations, and credit risk across global public and private sectors. Cleared finance professional with an active Secret Security clearance, experienced in handling sensitive financial, personnel, and policy data in federal environments. Proven ability to assess complex financial frameworks, streamline treasury processes, and deliver actionable insights to executive stakeholders. Trusted partner to cross-functional teams in driving operational maturity, mitigating risk, and aligning treasury strategies with business growth. Brings extensive expertise in syndicated lending systems, M&A support, compliance alignment, and client-centric consulting to enhance value creation and positioning in global markets.
· Led efforts in reconciling and validating all Merit Based compensation under the authorized 2% Salary Increase for 2025
for LE Staff assigned at 200+ posts globally.
· Spearhead a cross-functional team of 10 members to successfully launch Loan IQ, resulting in a 90% increase in productivity.
· Recognized as “Top Performer” in quarterly production and performance reviews for consistently exceeding department goals – Wells Fargo Bank.
· Achieved a customer satisfaction rating of 99% through proactive customer retention and issue resolution.