Why do I coach?

I coach because I believe in the transformative power of guidance, resilience, and connection. Having navigated the complexities of leadership, adapting to new cultures, and testing the ideals of the "American Dream," I’ve experienced firsthand how meaningful mentorship can ignite growth and empower people to achieve more than they thought possible. My journey has taught me that success isn’t just about reaching goals—it’s about thriving in the face of challenges, embracing your unique path, and contributing to something greater than yourself. As a coach, I am driven to help others uncover their potential, build confidence, and lead with purpose. I coach to pay forward the mentorship and opportunities that shaped me. Whether it's developing leaders, guiding immigrants through transitions, or empowering professionals to align their ambitions with meaningful action, I’m here to inspire and support others in turning challenges into stepping stones for success.

Work Experience

Business Transformation Manager

EY

October 2018 - Present

• Supported a global financial institution in assessing the impact of specific regulations across 300+ legal entities (LE) / 86 countries / 4 regions on the Target Operating Model (TOM) and identifying areas in TOM implementation plans that might require calibration to align with LE regulations. • Led a team of 20+ individuals supporting one of the top three US financial institutions with the intake, processing, underwriting and QA of PPP loan applications made by small business customers. • Led a team of 15 individuals providing critical customer support services within the Home Lending division of a large US bank to assist with COVID-19 Mortgage Relief programs. Oversaw handling large volumes of mortgage forbearance extension requests, borrower questions resulting from changes in statement format, and other borrower questions on their mortgage. Handled issues and problems related to customer services functions experienced by the team and remediated negative impacts to customers by enhancing processes, procedures, technologies, and controls. • Led a team assisting a large US financial institution in developing a Target Operating Model to help its Banking as a Service (BaaS) product offering streamline the customer onboarding process by standardizing the approach to due diligence, developing an onboarding kit, defining roles and responsibilities through persona journeys, identifying KPIs, change management, and optimizing the governance model to balance the need for scalability. • Supported current state assessment of Commercial Real Estate (CRE) processes for 1st and 2nd lines of defense supporting Underwriting and Portfolio Management. Identified gaps and documented the target operating model, while recommending opportunities for improvement along with developing the comprehensive roadmap to unlock additional process efficiencies with the goal of reducing cycle time and increasing loan volume capacity. Workshops, Attention to Detail and +28 skills

Performance Improvement - Senior Consultant

EY

November 2017 - September 2018

• Conducted employee skills assessment and capacity analysis of several divisions within the Payment Operations of a regional bank. Contributed to reorganization of the Payment Operations group performed as part of the target operating model design for all payment functions (business services, accounting, credit card, check, electronic payments, and cash). • Assisted one of the top three US financial institutions in developing an immediate regulatory model needed to capture supplemental data across multiple regulatory data supply chains, which was not available in any of the end-to-end Credit lifecycle systems of record. Conducted business analysis and design activities by collecting and documenting business requirements needed for a tool development and build in order to realize a sustainable process and technology tool for the client. Workshops, Attention to Detail and +18 skills

Fraud Investigation & Dispute Services

EY

January 2014 - December 2017

• Performed working capital analysis in a post-acquisition matter, which further developed into a purchase price adjustment dispute. • Assisted a multinational financial institution in performing an Anti-Money Laundering ("AML") look-back review mandated by the Office of the Comptroller of the Currency (“OCC”) and related to the filing of Suspicious Activity Reports (SARs) to address deficiencies in its Bank Secrecy Act/Anti-Money Laundering compliance program. • Conducted personal and business banking due diligence and transaction review by assisting a global banking institution in the remediation of clients’ Know Your Customer (KYC) files and reviewing customer unusual remittance activity in connection with their Correspondent Banking business. • Performed due diligence utilizing tools and on-line search techniques (Actimize, Fortent, LexisNexis, World-Check). • Assisted a global company in performing an anti-corruption audit for its branches in the Commonwealth of Independent States (CIS) by conducting transaction level testing to determine the compliance with the company policy and adherence to anti-bribery laws and regulations. • Conducted FCPA compliance audit of a multi-national global investment company. Skills: Attention to Detail · Research Skills · Personal Development · Career Counseling · Self Learning · Identifying Issues · Sounding Board · Mentoring · Delegation · Peer Mentoring · Presentations · Written Communication

Information Specialist / Validation Caseworker

Claims Conference

October 2010 - January 2014

• Determined the strategy for fast and efficient claim processing and delegated the essential duties to project assistants. • Collaborated with consultants to create program instructions. Presented the main issues and possible solutions to management to gain approval. • Issued 70-80 individual decisions on submitted claims on a monthly basis, exceeding company averages. • Developed the tutorial on the procedure of identity verification for the purposes of fraud prevention and detection. • Contributed to training of new staff, instructed them in the use of knowledge-based resources. • Assisted over 50 English- and Russian-speaking customers on a daily basis. Attention to Detail, Research Skills and +4 skills

Education

University of North Carolina at Chapel Hill

Professional, Technical, Business, and Scientific Writing

2017 - 2017

Zicklin School of Business

Bachelor of Business Administration (B.B.A.), Major: Accounting - CPA Eligible (150 credits); Minor: English, Accounting

2010 - 2013

Activities and societies: Dean's List (2011), Baruch Accounting Society