At Morgan Stanley, I lead digital change transformation for North America Client and Trading Operations and serve as global lead and product owner for Cash Confirmations and Client Statements. I drive regulatory, compliance, tactical, and strategic initiatives across Product Operations using Agile principles.
I lead a project portfolio and teams across multiple locations, setting program success measures and KPIs while managing delivery and stakeholder expectations. My work has included migration programs and trade-level confirmations and monthly client statements that meet FINRA audit requirements.
Earlier, at CAPCO, I led automation of Corporate Action processing for Equity Swaps, achieving 90% automation globally, and onboarded Prime Brokerage clients to PBMatrix, contributing to $10 million in revenue. Across other roles, I worked on business intelligence, financial analysis, systems integration, and payment-tracking solutions.
