Lead internal and regulatory investigations within Wealth Management, managing a high volume of inquiries and misconduct issues. Collaborate effectively with various departments and oversee outside counsel as necessary while ensuring compliance and risk management.

Build comprehensive UX strategies for wealth management digital products, ensuring user-centric designs that enhance both user satisfaction and business objectives through collaboration with cross-functional teams.

Elevate client services by driving engagement and support across PWM operations. Collaborate with stakeholders to enhance program effectiveness while ensuring compliance. Develop insightful presentations and manage key initiatives for senior leadership.

Transform the financial crime landscape by leading complex investigations, ensuring compliance, and safeguarding the integrity of the financial system. Collaborate with cross-functional teams while driving efficiency and risk management initiatives.

Champion regulatory compliance and reporting initiatives for Basel III End Game. Oversee financial accounting systems while collaborating with cross-functional teams to enhance data automation and governance in a dynamic environment.