Caroline Gaeta

Senior Managing Consultant @IBM

New York, NY, US

Specializes in driving large-scale business transformation initiatives as an experience design consultant for financial markets, banking, and wealth management clients. Manages cross-functional solution delivery teams and mentors two direct reports. • Partnered with a leading wealth management firm’s U.S. Finance and Data functions to understand existing logic behind several key performance indicators including NNA, ROI, and AUM. Developed new calculation logic for international entity’s metrics with a focus on obtaining comparable outputs across entities by adjusting for data field nuances (since international entity data was being sourced from disparate systems).• Collaborated with Investment Banking, Operations, and Global Financial Crimes leaders to transform an institutional client onboarding process following a variety of regulatory findings. Developed journey maps and worked across six agile Technology delivery teams to bring new process onto firmwide systems while maintaining necessary privacy safeguards around the clients being onboarded.• Worked closely with a top global bank’s U.S-based Model Risk team on appropriate field mappings and repeatable calculated field logic to apply to new entity’s margin account data for integration into existing interest rate risk model. Developed requirements for additional data feeds for parent company to monitor new entity’s liquidity risk and have complete data for Federal Reserve\'s FR 2052a regulatory reporting.

University of Richmond

Bachelor of Science in Business Administration, Economics Concentration