Dynamic and detail-oriented professional with over 20 years’ experience in financial services, onboarding/compliance and client services. Proven ability to deliver large-scale regulatory compliance projects, manage sensitive client data and coordinate cross-functional teams. Skilled in M&A onboarding, FAIS/FICA compliance, documentation management and partner engagement. Recognized for emotional intelligence, relationship-building and process optimization that drive trust and efficiency.
Project Nike (3 years) – National Compliance Project
Available on request