I've spent 10+ years inside financial operations — most recently running securities-lending operations at BlackRock — where I kept ending up doing product work: writing requirements, leading UAT, redesigning workflows, and proving outcomes in metrics. Now I'm making the pivot explicit: Product Operations, AI Operations, and Technical Product Strategy.
Own reconciliation workflows across global markets; authored business requirements and led UAT for Aladdin lending-module enhancements; embedded generative AI into exception triage and documentation; published exception-management playbooks. Cut failing settlement items from 6,000+ to under 2,000.
Managed 360+ ultra-high-net-worth client relationships across investment, credit, and banking products; owned onboarding, KYC/AML, corporate actions, and margin workflows; partnered with operations leadership to streamline documentation and approvals.
Financial planning and investment advisory for individual and business clients; built client-acquisition strategies under regulatory compliance discipline.
Registered Client Associate and Senior Client Associate supporting a large client book — trading, settlement, portfolio accounting, corporate actions, and compliance workflows; foundational securities-lending knowledge.