Teams at US Bank

Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios using AMG or open-architecture investments, present strategies, develop new business, and coordinate with trust, portfolio management, and private banking services.

Lead enterprise Technology Project Portfolio Management (PPM) strategy, roadmap, tools, integrations, reporting, and governance. Partner with Finance, HR, and technology leaders to align investments, capacity, demand, and workforce planning. Communicate portfolio insights and drive transformation, change management, and executive decision-making.

Lead and execute financial-crimes audit engagements: plan testing, evaluate risks and controls, supervise staff, draft findings and recommendations, assist reporting, and apply internal audit standards and compliance knowledge.