Treasury and Chief Investment Office Control Manager; Associate
JPMorgan Chase | New York, NY, USA
April 2019 - Present
Lead control initiatives across multiple lines of business and middle office functions to drive operational
efficiency and promote regulatory compliance.
§ Independently design control framework, consisting of over 100 controls, and create process mapping
specific to areas such as Liquidity Policy, Treasury Middle Office, and Interest Rate Risk Measurement.
§ Spearhead training for new More ...
Corporate Audit Associate; Officer
Bank of America | Charlotte, NC, USA
July 2017 - April 2019
Performed assurance and consulting services to evaluate and contribute to the improvement of the Bank's
governance, risk management, and control processes.
§ Executed review of 100 client profiles for Anti-Money Laundering engagement to verify that Merrill
Lynch advisors comply with client due diligence policies applicable to FINRA, the BSA, and the Bank.
§ Developed Excel algorithm for More ...
Financial Representative Intern
Northwestern Mutual | Columbia, SC, USA
September 2016 - January 2017
§ Obtained Life and Health Insurance License in the State of South Carolina to provide service to clients.
§ Mastered planning process through intensive sales program, enhancing knowledge of the business.
§ Interviewed 20 professionals from across the country to research public knowledge of financial services.
University of South Carolina-Columbia
Bachelors, Finance, International Business | Columbia, SC, USA
2013 - 2017
DARLA MOORE SCHOOL OF BUSINESS, University of South Carolina Columbia, SC
Bachelor of Science: Finance, International Business | Minor: Italian May 2017
Cumulative GPA: 3.87, Magna Cum Laude
Awards: President's Honor Roll, Dean's List, McKissick Scholarship Recipient, Capstone Scholar
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