Professional Highlights
Industry Influencer
Featured speaker at the Workiva Amplify Conference, presenting “Scaling for Success” alongside industry leaders. Conducted a 40-minute CPE-accredited session, followed by Q&A, sharing Nuveen’s innovative reporting solutions.
Remote Team Leadership
Joined forces with business partners and cross-functional teams, including Lion Point Group and Workiva, to pilot data automation for consultant questionnaires. Streamlined reporting processes to ensure alignment with broader organizational data strategy.
Cost Efficiency Wins
Collaborated with internal teams and external partners to renegotiate critical contracts, ensuring scalability and cost-efficiency for future reporting growth.
45% Time Savings Created
Launched cloud-based report conversion project for 30 real estate investment funds, resulting in an annual time savings of 45% \ 500-hours in report preparation time for multiple cross-functional teams