Strategic, analytical, and people-focused, I am a finance and risk professional with a proven track record of advising financial institutions on portfolio optimization, credit risk, and compliance.
Overview
11
11
years of professional experience
Work History
Graduate Management Team Member (GMTM)
Toyota Financial Services
Plano, TX
08.2024 - Current
Treasury Strategic Initiatives – 1st Rotation
Utilized SQL and Tableau to develop a database and dashboard for pricing data metrics which allows the committee to monitor the portfolio, set rates, and ensure accuracy as it continues to grow
I prepared meeting minutes and facilitated reports, including those on Time Deposit, Home Equity Rates, Competitor Mortgage Rates, and Brokered CD rates.
Posted SWAP rates, funding costs, and MMDA updates for the investment group on a weekly basis.
Assisted with day-to-day operations, working efficiently and productively with all team members.
Managed time efficiently in order to complete all tasks within deadlines.
Senior Consultant II – Risk Advisory Services
FORVIS, LLP (fka BKD)
Dallas, TX
06.2018 - Current
Provide loan review services to entities ranging from small community banks to multibillion-dollar financial institutions, spanning a broad array of industries, including oil & gas, commercial real estate, commercial & industrial, and agriculture
Assess the repayment risk of selected borrowers for a bank’s portfolio review, ensuring regulatory compliance and providing insights enabling clients to optimize portfolio management and underwriting processes
Reduce loan/lease losses and credit-related risk for financial institutions through testing loan portfolio to ensure appropriate risk ratings for borrowers
Executed buy-side M&A due diligence engagements on behalf of financial institutions, verifying the quality of the portfolio to be acquired
Perform stress testing of clients’ portfolios to inform strategy and ensure proper risk management measures are in place during economic downturns
Develop recommendations to help clients maximize efficiency in monitoring and growing their portfolios
Account Manager
Diversant
Irving, TX
01.2018 - 05.2018
Account manager for IT staffing company focused on serving clients in multiple industries; acted as the point of contact with major clients to determine staffing needs and source optimal resources
Build strong client relationships, establishing credibility and trust through customizing solutions according to clients’ goals and ensuring timely and successful delivery
Server
Walk On's Bistreaux & Bar
Baton Rouge, LA
01.2016 - 01.2017
Performed all-encompassing wait staff duties at a top sports dining establishment in the state
Consistently provided professional, friendly, and engaging service to ensure customer satisfaction
ISA Agent
Keller Williams
Zachary, LA
01.2016 - 03.2016
Acted in a sales operation’s role for a local real estate agency; acted as first point of contact for potential new customers; executed relationship management and CRM data entry
Booked appointments for the agents and ensured a smooth process for all new homeowners
Human Resources Intern
Accent Care
Dallas, TX
06.2014 - 08.2014
Facilitated internal and external HR-related communication; responded to help desk requests; maintained accurate personnel records across multiple databases; facilitated compliance with employment requirements for new hires
Education
Master of Business Administration -
Southern Methodist University
Dallas, TX
08.2024
Bachelor of Science - International Trade and Finance
Louisiana State University
Baton Rouge, LA
12.2017
Timeline
Graduate Management Team Member (GMTM)
Toyota Financial Services
08.2024 - Current
Senior Consultant II – Risk Advisory Services
FORVIS, LLP (fka BKD)
06.2018 - Current
Account Manager
Diversant
01.2018 - 05.2018
Server
Walk On's Bistreaux & Bar
01.2016 - 01.2017
ISA Agent
Keller Williams
01.2016 - 03.2016
Human Resources Intern
Accent Care
06.2014 - 08.2014
Master of Business Administration -
Southern Methodist University
Bachelor of Science - International Trade and Finance
<ul>
<li>Operational Support - Serving as a trusted vault custodian to assist in branch operational support, such as opening, closing, balancing ATMs, cash management, branch differences, ATM claims, and assisting team leaders. Currently acting as the Workforce Management Liaison in the branch to produce schedules for the team.</li>
<li>Mentoring - Assists in mentoring and coaching new and tenured team members in developing the necessary skills for the demands of NFCU's enterprise strategy. Current mentee to one tenured MSR and one untenured. Contributed to the training of five ATM/vault custodians.</li>
<li>Trusted Partner - Meeting branch digital targets for new and existing members by assisting and educating members to leverage the benefits of ATM usage, digital products, and services penetration. Consistent top OneView user.</li>
<li>Currently serving as a Quality Assurance Champion, working with branch leaders to help maintain focus on quality assurance as a critical and central aspect of each team member’s day-to-day function. Assists in quarterly quality control checks, and weekly internal audits.</li>
<li>Change Agent - Subject Matter Expert for the Coconut Pilot. Currently participating in pilots for MORE and Business Solutions to provide critical feedback to help improve process and member experience.</li>
<li>Member-centric universal MSR who consistently receives high marks and positive comments from BES.</li>
</ul> at NFCU, Avenues Jacksonville, AVW<ul>
<li>Operational Support - Serving as a trusted vault custodian to assist in branch operational support, such as opening, closing, balancing ATMs, cash management, branch differences, ATM claims, and assisting team leaders. Currently acting as the Workforce Management Liaison in the branch to produce schedules for the team.</li>
<li>Mentoring - Assists in mentoring and coaching new and tenured team members in developing the necessary skills for the demands of NFCU's enterprise strategy. Current mentee to one tenured MSR and one untenured. Contributed to the training of five ATM/vault custodians.</li>
<li>Trusted Partner - Meeting branch digital targets for new and existing members by assisting and educating members to leverage the benefits of ATM usage, digital products, and services penetration. Consistent top OneView user.</li>
<li>Currently serving as a Quality Assurance Champion, working with branch leaders to help maintain focus on quality assurance as a critical and central aspect of each team member’s day-to-day function. Assists in quarterly quality control checks, and weekly internal audits.</li>
<li>Change Agent - Subject Matter Expert for the Coconut Pilot. Currently participating in pilots for MORE and Business Solutions to provide critical feedback to help improve process and member experience.</li>
<li>Member-centric universal MSR who consistently receives high marks and positive comments from BES.</li>
</ul> at NFCU, Avenues Jacksonville, AVW
<ul><li>Roles and Responsibilities</li><li>Hiring and team building</li><li>Managing team’s career progression and performance reviews</li><li>Managing Performance improvement plan and firing</li><li>Mentoring</li><li>Product roadmap planning and execution</li><li>Accountability of the entire delivery execution including the risk mitigation planning.</li><li>Stakeholder management</li><li>Adhering to Apple Privacy and Security Guidelines for platform</li><li>Design and implementation of new architectures and solutions to manage all online services for AdXchange in Apple Ads.</li><li>Design and implementation of new architectures and solutions deliver Budget experimentation in Apple Ads</li><li>Design and implementation of new architectures and solutions to manage data for Ad Platform.</li><li>Creating and maintaining all the data and analytics and revenue pipelines for Ad Platforms</li><li>Driving the solution for data ingestions and data processing across Ad platform</li><li>Defining the Strategy for data governance and data access</li><li>Collaboration with business to deliver relevant data and insight for our strategy and decisions.</li><li>Managing storage, processing, copy/synchronization etc. appropriate to scale</li><li>Enabling machine learning and algorithm groups by proving them right frameworks and data</li><li>Advancing team’s design methodology and quality programming practices and evangelize those techniques across Ad platform.</li><li>Deliveries</li><li>Setup 8+ member team to design and deliver Budget Allocation and Budget experimentation.</li><li>Leading Ad Delivery services team, responsible for delivering various capabilities like query understanding, targeting, fraud etc.</li><li>Delivered and Lead Design for observability for budget, and data platform in Ad platform.</li><li>Setup 11+ members high performing team to handle various business needs such as analytics and micro services for Display Advertising as well as Data Platform</li><li>Instrumental in driving Data Platform throughout the SDLC from inception, design, development, testing and deployment.</li><li>Instilled a strong team culture of high-quality delivery by constructive feedback, cross collaboration, focus and motivation.</li><li>Delivered Realtime and Batch Platform with various integrations</li><li>Delivered new DIP design for Data Platform</li><li>Delivered design of all the components of Data processing platform</li><li>Transitioned Display data work to India seamlessly and delivered many critical business impacting features and organizational security initiatives.</li><li>Closely worked with various stakeholders to understand the requirements which resulted into efficient remote work culture.</li><li>Seamless Display execution and set up best practices for 24X7 production on-call.</li><li>Tools and Technologies</li><li>AWS, S3, Kafka, Spark, Hadoop, EMR, Hive, Scoop, Flume, Cassandra, Airflow, Oozie, Gobblin, Schema Store, Icloud, Grafana, Kubernetes, Vertica, Alation, snowflake, druid, Iceberg, Java, Scala, IntelliJ, Oracle, MySql, Git, RIO, Spinnaker, Elastic cache, Grpc, Agile.</li></ul> at Apple - Adplatform<ul><li>Roles and Responsibilities</li><li>Hiring and team building</li><li>Managing team’s career progression and performance reviews</li><li>Managing Performance improvement plan and firing</li><li>Mentoring</li><li>Product roadmap planning and execution</li><li>Accountability of the entire delivery execution including the risk mitigation planning.</li><li>Stakeholder management</li><li>Adhering to Apple Privacy and Security Guidelines for platform</li><li>Design and implementation of new architectures and solutions to manage all online services for AdXchange in Apple Ads.</li><li>Design and implementation of new architectures and solutions deliver Budget experimentation in Apple Ads</li><li>Design and implementation of new architectures and solutions to manage data for Ad Platform.</li><li>Creating and maintaining all the data and analytics and revenue pipelines for Ad Platforms</li><li>Driving the solution for data ingestions and data processing across Ad platform</li><li>Defining the Strategy for data governance and data access</li><li>Collaboration with business to deliver relevant data and insight for our strategy and decisions.</li><li>Managing storage, processing, copy/synchronization etc. appropriate to scale</li><li>Enabling machine learning and algorithm groups by proving them right frameworks and data</li><li>Advancing team’s design methodology and quality programming practices and evangelize those techniques across Ad platform.</li><li>Deliveries</li><li>Setup 8+ member team to design and deliver Budget Allocation and Budget experimentation.</li><li>Leading Ad Delivery services team, responsible for delivering various capabilities like query understanding, targeting, fraud etc.</li><li>Delivered and Lead Design for observability for budget, and data platform in Ad platform.</li><li>Setup 11+ members high performing team to handle various business needs such as analytics and micro services for Display Advertising as well as Data Platform</li><li>Instrumental in driving Data Platform throughout the SDLC from inception, design, development, testing and deployment.</li><li>Instilled a strong team culture of high-quality delivery by constructive feedback, cross collaboration, focus and motivation.</li><li>Delivered Realtime and Batch Platform with various integrations</li><li>Delivered new DIP design for Data Platform</li><li>Delivered design of all the components of Data processing platform</li><li>Transitioned Display data work to India seamlessly and delivered many critical business impacting features and organizational security initiatives.</li><li>Closely worked with various stakeholders to understand the requirements which resulted into efficient remote work culture.</li><li>Seamless Display execution and set up best practices for 24X7 production on-call.</li><li>Tools and Technologies</li><li>AWS, S3, Kafka, Spark, Hadoop, EMR, Hive, Scoop, Flume, Cassandra, Airflow, Oozie, Gobblin, Schema Store, Icloud, Grafana, Kubernetes, Vertica, Alation, snowflake, druid, Iceberg, Java, Scala, IntelliJ, Oracle, MySql, Git, RIO, Spinnaker, Elastic cache, Grpc, Agile.</li></ul> at Apple - Adplatform
Research Team Member/Graduate Student Research Assistant at Boston College School; University of MarylandResearch Team Member/Graduate Student Research Assistant at Boston College School; University of Maryland