SUMMARY
- The skill - set I bring to an organization has been crafted over many years, including an operational perspective from both a money manager and a service provider in hosted and outsourced environments to a hands-on portfolio management viewpoint. I know this unique blend of experiences including COO and Managing Director roles will serve me well in any leadership role.
PROFESSIONAL EXPERIENCE
Confidential
Vice President, Performance & Analytics
Responsibilities:
- Managed staff resources to ensure proper client service is deployed, including the hiring of new team members
- Reviewed daily workflow and internal operational controls to ensure SLA’s are being met
- Met with managers and supervisors on a regular basis to discuss all issues/concerns or procedural changes that may need to be reviewed /changed
- Triaged daily operational issues, established communication/timeline flow with affected clients for deliverables and escalated to technical support when necessary
- Collaborated with Client Experience/Relationship Management teams to identify and address client pain points
- Ran/participated client review/maintenance conference calls, both scheduled and ad-hoc
- Ran/participated onsite visits and presentations
Confidential
Vice President, Operations
Responsibilities:
- Reviewed daily workflow and internal operational controls to ensure SLA’s are being met
- Met with operational managers and supervisors on a regular basis to review issues/concerns or procedural changes that may need to be updated/changed
- Oversaw daily processing of reconciliation, corporate actions, trading teams, settlements, performance measurement at the account and composite levels, trade order management, and all daily client interaction
