Financial Planning and Analysis

• Draft & negotiate various legal documents for securities lending, repurchase agreements, as well as broker/dealer trading and platform agreements
• Advise internal clients and business units on global legal issues impacting securities finance as well as educate and inform for enhanced governance and better compliance with policies, regulations, and laws
• Support new services, new markets, product developments and strategic initiatives
• Counsel and educate investment management financial risk teams and business units
• Maintain a high level of expertise in applicable areas of the law, Vanguard's business, the mutual fund industry, and the securities finance industry

Senior Counsel, Global Securities Finance, Broker Trading

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

Director of Finance – Administration

FP&A Manager

Senior Manager – Business Finance

Senior Offer Development Strategist, Financial Planning & Coaching