As we move forward, our planning must necessarily be flexible and will, as it has over the last 18 months, be based on current health data. We will provide updates about any impacts COVID-19 guidelines may have on events. For the latest information on W&M’s pandemic response, please visit the Path Forward website.
From DoG Street to Wall Street
September 30, 2021: 6 PM - 7:45 PM & October 1, 2021: 9 AM - 5 PM
2021 Keynote Speaker
Melissa Ortiz-Muñoz ‘98
Senior Vice President, Client Quantitative Analytics Manager, Community Banking & Client Protection Insights, Bank of America
Melissa Ortiz-Muñoz is a forward thinking leader with over 20 years of financial services experience. She served as a consultant in a myriad of industries including publishing, hospitality, pharmaceutical, telecom, and e-commerce, and as an advocate for value creation via analytics. She has vast experience in campaign management, data mining, business intelligence, and analysis. She currently serves as a Client Quantitative Analytics Manager for Bank of America leading business intelligence strategy for anti-money laundering, conduct, and complaints for Consumer & Small Business. She also champions Complaints for the Community Banking & Client Protection Insights team. She has worked in Insurance Services, Deposits, Consumer Segments, Global Wealth & Investment Management, and Corporate & Commercial Banking at Bank of America.
Ms. Ortiz-Muñoz received an MBA from the University of North Carolina at Chapel Hill. She has a BBA in Marketing from William & Mary. She is an inventor for a “Secure Connection Between a Data Repository and an Intelligence Application” granted by the U.S. Patent & Trademark Office in 2016. She is a Certified Anti-Money Laundering Specialist (CAMS). She is the Northeast Region Chair for Bank of America’s Hispanic Organization for Leadership Advancement employee network. She also serves as Vice Coordinator for American Heritage Girls Troop VA0683 and is a Board Member for the Holy Spirit Catholic School Advisory Board and the Business Analytics Advisory Board for William & Mary’s Raymond A. Mason School of Business.
2021 Deal Book Case Study Facilitator
Jonathan Lamb ’07
Portfolio Manager, Orion Resource Partners
Jonathan Lamb is a Portfolio Manager at Orion Resource Partners. As a Portfolio Manager, Mr. Lamb is responsible for the origination, structuring, diligence, negotiation and monitoring for Orion’s metals and mining private equity business. At Orion, Mr. Lamb has direct oversight of several significant portfolio investments, including Sweetwater Royalties and Victoria Gold.
Prior to Orion, Mr. Lamb was an Investment Manager for the Red Kite Group’s Mine Finance business. Before joining Red Kite in 2012, Mr. Lamb worked for Deutsche Bank in their Metals & Mining group within the Global Banking division. He has worked on a variety of debt and equity financings as well as M&A transactions for clients across the base metals, precious metals, coal, and steel sectors. Mr. Lamb graduated with a BA from William & Mary majoring in Government and Finance. Mr. Lamb is formerly a director of Atalaya Mining Plc and Lynx Resources Ltd.