Financial Planning and Analysis

• Assist, oversee, and influence business partners and senior business leaders for WMS Products
• Ensure that adequate compliance and risk policies and procedures are developed and implemented
• Understand applicable laws and regulations, analyze their effect on business practices
• Maintain current knowledge of industry practices and developments
• Support and Manage WMS Product compliance and risk initiatives
• Provide coaching/training and actively partner with product and relationship management teams
• Participate in cross organizational initiatives representing WMS Products
• Coordinate and support timely responses to regulatory, internal or external audit requests

Manager, Business Unit Risk-Compliance Liaison

Senior Lead Credit Risk and Approval Officer – Corporate and Investment Banking Risk

Senior Offer Development Strategist, Financial Planning & Coaching

Investment Accountant

Individual Financial Consultant, Multi-lingual (Spanish)

Financial Consultant, Multi-lingual – Spanish