Financial Planning and Analysis

• Supervise and develop team members to achieve exceptional deliverables
• Manage client service accounts and engagement workstreams
• Independently solve and analyze complex problems
• Utilize PwC's technical knowledge and industry insights to address client needs
• Drive digitization, automation, and efficiency improvements
• Coach teams to enhance their skills and performance
• Oversee successful planning, budgeting, and execution of projects
• Foster a culture of continuous improvement and innovation

Manager, Asset & Wealth Management – Regulated Investment Company

Accounting and Finance Consulting Director – Public Company Solutions

Index Business Strategist, VP III

Client Portfolio Manager, Systematic Equity, VP II

Incident Issue Program Lead, AVP

Fiduciary Tax Manager, Charitable Asset Management, VP II