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Manage complex Middle Market commercial credit portfolios (C&I, commercial real estate, investor real estate). Perform financial research, underwriting, structuring, and risk analysis; monitor loans and portfolio performance; lead projects and mentor junior staff; collaborate with stakeholders to drive portfolio growth while ensuring regulatory and compliance adherence.

Lead governance and oversight of financial and regulatory reporting controls, including COSO-based policy, control assessments, deficiency evaluation, remediation oversight, and stakeholder consultation. Provide SME guidance, translate technical control requirements into practical governance, lead improvement initiatives, and support enterprise efforts to modernize and strengthen the reporting control framework.

Underwrite and structure complex commercial credit relationships for law firms within Wealth & Investment Management. Analyze financial and credit information, document credit risk, review legal documents, negotiate with counsel, monitor loan portfolios, ensure regulatory and credit policy compliance, and communicate recommendations to management and client teams.

Underwrite and structure complex commercial lending relationships for law firm clients within Wealth & Investment Management. Analyze financial and credit information, document loan data and credit risk, review legal documents and lead negotiations, monitor and service a credit portfolio, ensure compliance with WIM credit policies, and partner with Private Bankers and regional leadership to deliver tailored credit solutions.

Analyze complex financial and credit information for law-firm clients, underwrite and structure highly complex commercial loans, review legal documents and lead negotiations, ensure compliance with credit policies, monitor and service credit portfolios, and communicate recommendations to stakeholders.

Serve as a subject-matter expert on financial and regulatory reporting controls, providing COSO-based policy oversight, control assessments, deficiency evaluation, remediation oversight, stakeholder guidance, training, and leading initiatives to modernize and strengthen the reporting control framework across the enterprise.

Manage a complex commercial credit portfolio (C&I, Commercial Real Estate, Investor Real Estate). Lead credit underwriting, financial analysis, portfolio monitoring, risk management, and client relationship growth. Mentor junior team members and collaborate with stakeholders to meet financial and compliance objectives.

Perform on-site and remote due diligence reviews of mortgage and specialty consumer lending clients, assessing operational, financial, regulatory, and reputational risks; test controls, evaluate collateral and servicing operations, prepare written reports and executive summaries, support credit decisioning and portfolio monitoring, and complete ~20-25 engagements annually with stakeholder communication and escalation.

Design, price, market, and transact Quantitative Investment Strategies (QIS) and derivatives. Research and implement systematic strategies using alternative data and machine learning, build Python tools, collaborate with sales, trading, legal, compliance, and technology, prepare marketing and performance analyses, and monitor product performance across retail and institutional channels.

Senior advisory role leading treasury discovery, solution design, and executive presentations for for‑profit healthcare clients. Mentor junior consultants, partner with relationship managers and product teams, oversee implementations, and drive revenue while ensuring compliance and risk controls.