About
Education Graduated Cum Laude from Columbia University in May of 2013 with a Bachelor of Arts in Political Science and International Relations. Extensive coursework specific to China, to include a two month period of intensive Mandarin study in Beijing. Military Diverse background focusing on unconventional warfare and force protection. Received awards for organization level operations, including foreign military and inter-service joint operations. Have extensive background in leadership, leadership development and unit level administration.
Experience
Cib Treasury Sales, Multinational Corporations & High Growth Technology, Vice President
J.P. Morgan · New York, New York, United States
Treasury Sales Manager for foreign domiciled Multinational Corporations and high growth technology fintech firms. Cash management relationship manager for a set of of diversified Multi-National Corporations, and high growth technology (Fintech) firms domiciled in the UK, Germany, Switzerland, Japan, China, and India. Coordinated with global corporate and investment banking relationship, product, operations, compliance, legal, credit and risk teams to structure cash management and liquidity solutions, to maximize client working capital across business units globally. Focus in global pooling structures, cross-border FX, virtual accounts, API and digital channels connectivity, blockchain solutions, merchant acquiring, commercial card, and in-house bank setups (Payment/Receipt on-behalf-of). Partnered with foreign domiciled Money Transmitters and Neobanks to help define go to market strategy and expedite time to market, specifically within the framework of the US regulatory environment, ma…
Cib Treasury Sales - Financial Institutions Group, Vice President
J.P. Morgan · New York
Treasury Services Relationship Manager for the Corporate & Investment Bank's Broker Dealers team, helping to provide best in class cash management and liquidity solutions to the finance industry (Bank of Banks). Cash management relationship manager for the largest North American headquartered Bank, Broker Dealer & Fintech clients. Coordinate with global banking team to structure core cash management and liquidity solutions with specific focus in USD clearing via high value, low volume (SWIFT) and low value, high volume (ACH), clearing house settlement services, digital payment and reporting channels, and integrated receivables to include customized lockbox and remittance association solutions.
Cib Treasury Services - Financial Institutions Group, Senior Associate
J.P. Morgan · New York, New York
Create sales presentations, pricing and profitability analysis and other marketing materials to be included in request for proposals, product pitches, industry updates and relationship/service reviews with senior treasury executives. Drive sales pipeline from opportunity qualification to on-boarding & product implementation, execution through deal close. Ensure robust and thorough issue resolution for tier 1 treasury clients.
Commercial Bank, Middle Market Kyc/Aml Compliance Officer
Support client coverage team with the fulfillment of KYC/AML requirements. Partner with Bankers and KYC/AML operations to ensure all client records are compliant with regulatory and due-diligence standards such as Bank Secrecy Act (BSA) and Office of Foreign Asset Control (OFAC) sanctions. Liase with various task groups to include legal, compliance, credit and operations to ensure robust and thorough risk analysis and assessment. Make independent recommendations regarding risks at the client level through evaluation and identification of key issues and related mitigants. Conduct independent research, verifying risk profiles and applying independent risk assessments. Author and prepare due diligence commentary demonstrating full analysis and assessment of KYC/AML risks and present sound recommendations to client coverage team. Manages KYC/AML related key performance indicators (KPIs) to ensure consistency and quality. Research and analyze negative client findings and partner with banker…
Senior Team Lead - Explosive Ordnance Mobile Unit 1
US Navy · San Diego, CA.
Managed and trained a 15 man platoon in the safe and effective conduct of shallow water mine countermeasure operations utilizing sophisticated sonar and navigation equipment. Coordinated multi-national and multi-service joint operations as platoon primary point of contact.
Work Center Supervisor - Uss Shoup
US Navy · Everett, WA.
Deployed to Western Pacific in support of Maritime Security Operations (MSO) and the global war on terrorism. Responsible for management of two work centers, overseeing 5 personnel in the maintenance and employment of entire inventory of firearms, explosives and related storage spaces as well as all force protection equipment (ie. non-lethal weapons, protective gear etc.). Member of ship's non compliant maritime interdiction team; breacher/dynamic entry. Instrumental role in devising and implementing Command level anti-terrorism/force protection training curriculum. Vertical launch missile system operator.
Education
Columbia University
Bachelor of Arts (B.A.), Political Science, concentration in International Relations
Minzu Daxue
Mandarin Immersion
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