Sirmium Capital

●	Conduct financial analysis on stocks and select appropriate funds based on risk tolerance 
●	Liaison with clients to meet their financial and retirement needs
●	Project future cash flows and create risk-based models
●	Operationalize investing and social media strategy to create brand awareness 
●	Organize and present quarterly seminars or current and potential clients 
●	Develop relationships with lawyers and CFAs for referral program 
●	Liaison with broker dealer to create a quality client experience

Registered Investment Advisor

Dream NYC Hoops

Board Member

Scotiabank

●	Developed a deep understanding of critical processes in Prime Transaction Monitoring rules, Fircosoft Name Screening, and HotScan Payment / Sanction Screening 
●	Established working relationships with Compliance, Technology, Operations and senior management to deliver timely solutions 
●	Assisted in the design and implementation of enterprise-wide framework and issue management 
●	Implemented and operationalized data quality issue management framework for Anti-Money Laundering team 
●	Handled 330+ data quality issues sourced from the Department of Financial Services (DFS504), Self-Identified, Data Quality Dashboard, and independent assessment 
●	Provided continuous support to Canada AML Risk establishing an effective data governance process

Anti-Money Laundering / Anti-Terrorist Financing

Deutsche Bank

●	Conducted root cause analysis for data quality issues affecting global business process in DFS504 Anti-Money Laundering Policy and Process, Monitoring, and Screening
●	Analyzed and document current state system architecture flows, field mappings, and user processes to bring transparency to the complexity and interdependence between systems and data
●	Created an environment as a team lead where the group can strive and meet objectives
●	Liaised with the business to implement solutions for Audit Points impacting DB’s surveillance system
●	Consistently delivered strategic and solutions to stakeholders through analysis and remediation
●	Worked across all other CDO DQ initiatives to ensure a cohesive approach to DQ remediation
●	Provided consistency, completeness of critical data elements impacting Mantas Scenarios
●	Built relationships with Subject Matter Experts to understand the flow of files, data processes and transformation layers
●	Effectively communicated and developed cross functional relationships across the various teams during the lifecycle defined by RCA Governance

Associate - Chief Data Office

Goldman Sachs

●	Performed credit analysis of investment grade corporates in the TMT, Healthcare and Retail sectors
●	Utilized the news, Moody’s, S&P, and annual reports to identify and assess risk measures
●	Analyzed capital structures of investment grade corporates to identify re-payment risk
●	Conducted analysis and collect data on corporate deals as per FDIC requirements to determine leverage status of loans
●	Audited daily corporate deals for leveraged and non-leveraged deals to ensure quality for Federal Reserve

Credit Risk Management and Advisory Analyst

GFI Group

Credit Risk Analyst

Charles Vista, LLC

Jr. Broker

ChannelEyes

Compiled and organized data regarding the future application extension into various vertical markets.

Internship

Adirondack Small Cap Funds

-Built and organized the Adirondack Small Cap Funds Financial Analyst Database
-This provided the company easy access to Financial Advisors nationwide and promote potential business relationships.

Our Mission: To Help Others Invest Like the 1%

We help people and SMBs manage their personal / business investment accounts, invest better, and think long-term.

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