Data Analysis ● Data Visualization ● Problem Solving ● Critical Thinking ● Strategic Thinking ● Effective Communication ● Project Management ● Risk Management ● Direction Setting ● Advising ● Creativity & Innovation
Capital Markets Subject Matter Expert ● Large Financial Institutions Subject Matter Expert ● Inform and Educate management and the directorate ● Lead cross-division, cross-function teams ● Research, propose, design, and implement process changes
● Drexel University, MBA
● Duke University, BA
In my current role, as a Senior Capital Markets and
Securities Specialist, I monitor economic, industry, and regional data to
identify trends and emerging issues. I counsel stakeholders on
exceptionally complex capital markets activities and deliver training as
warranted by the economic and regulatory environment or as requested by
stakeholders. Before entering my current role, I planned and directed
activities of working groups for decades. As a Large Financial
Institution Examiner, I led annual examinations of a large institution’s management
of complex funding activities that included high reliance on large uninsured
deposits with embedded client and industry concentrations. And as an
Examiner of smaller community banks, I directed the activities of examination
teams by developing the scope of work, establishing expectations and
guidelines, assigning work objectives, monitoring progress, providing guidance
and feedback, reviewing work products, and incorporating findings into a final
supervisory letter.
As the Core Team Lead for DuPont Performance Coatings’ ISO-9001 Audit Program,
I served as a liaison between audit teams and senior management, and provided
guidance on the ISO-9001 standard. Additionally, I identified, researched, and
led continuous improvement projects including the templating of audit area
work-programs and development of a module that automated schedule reminders and
facilitated timely communication between management and audit teams. As a
corporate representative for the Diversity Networks, I worked in
cross-divisional and cross-functional teams to develop corporate diversity
objectives. At the local strategic business unit level, I presented Diversity
Network goals and tactical plans to senior management. I directed eight project teams, helping to
develop plans, coordinate internal and external stakeholders, monitor and
measure progress, and maintain alignment with corporate diversity objectives.
A cornerstone of my success is my belief that all perspectives are relevant for
team success. Therefore, as a team leader, I ensure that everyone’s
perspective is heard and represented during meetings, fostering a culture of
inclusivity. I provide opportunities for communication in one-on-one
settings for accessibility and disclosure of time sensitive and personal
matters, addressing challenging topics with tact and diplomacy.
As a Senior Capital Markets Specialist in the Atlanta Region, I serve as a resource for examiners and bankers to address complex capital markets topics. In my prior role, I served as a dedicated examiner overseeing a large institution with one of the highest concentrations of uninsured deposits, nationally.
During my tenure at the FDIC, I’ve evaluated capital market related policies and practices at more than fifteen years. I’ve reviewed the risk posed by the use of financial instruments such as asset backed securities, collateralized mortgage obligations, and collateralized debt obligations. In addition, I’ve evaluated mortgage banking programs, securitization programs, and hedging strategies.
As a dedicated examiner at a large financial institution, (>$100 billion assets), I led reviews of capital markets related topics, completed ongoing monitoring for awareness of changes in strategy and operations, and performed periodic analyses for the identification of trends and emerging risks. In addition, I've participated in more than 20 reviews at other large financial institutions for credit, corporate governance, internal audit, liquidity, market, and model risk. I’ve analyzed financial risk at traditional commercial and specialized large financial institutions and I've received awards for my contributions.
Financial Data Analytics ● Data Science ● Capital Markets Professional ● Business Analytics ● Structured Credit Modeling ● Business Analysis ● Structured Finance
My experience includes hypothesis development, assumption testing, and data visualization using platforms such as Excel, Tableau, R Studio, and Power BI. As an example, I completed the following Duke University capstone project using the Tableau Platform:
When you want better than average.
