Consultant at Illinois Business Consulting (IBC) (2026-09 – Present)
- Advising a regional full-service banking client on a strategic market expansion initiative across five target markets in northeastern Illinois and northwestern Indiana.
- Conduct market-entry analysis across market attractiveness, competitive dynamics, and customer demographics; synthesizing research into actionable recommendations for client stakeholders.
Summer Analyst → Business Analyst – Trade and Transactions Reporting (North America) at Morgan Stanley Advantage Services (2024-06 – 2026-08)
- Evaluated daily European trade-reporting (EMIR) metrics over a 10-week Summer Analyst tenure (Apr–Jun 2023), delivering EMIR 2.0 vs. 3.0 strategic research to executive leadership, earning recognition at Times Square NYC HQ, and receiving appointment as Campus Ambassador.
- Promoted from Run-the-Bank (RTB) Operations to Change-the-Bank (CTB) Business Analysis, leading cross-functional delivery across Front Office, Technology, Compliance, and Operations to optimize North American equity/options trading frameworks.
- Led end-to-end UAT/QA execution across 100+ FINRA initiatives and 150+ regulatory testing workstreams while engineering 125+ automated data-quality rules, authoring BRDs, and analyzing execution metrics to resolve 100,000+ reporting exceptions, eliminate operational risk, and hit 98% on-time delivery.
- Executed SQL-driven data reconciliation and business analysis for high-priority trading rollouts, including Fractional Share Trading (60+ use cases, FIX protocol) and ATS Engine Onboarding (50+ JIRA stories), cutting post-launch defects by 95%.
- Managed Agile/JIRA project governance and standardized cross-departmental SOPs; mentored and onboarded 3 junior analysts, reducing team ramp-up time by 8 weeks.
Shipping and Customs Intern at U.S. Consulate General (2023-10 – 2024-01)
- Managed diplomatic documentation and scheduling for inbound and outbound import/export shipments.
Financial Services Intern at Acme Wealth (2022-07 – 2022-09)
- Managed financial-services marketing, streamlined client onboarding, and advised on strategic portfolio diversification to maximize investment returns.
