Charleston, South Carolina, United States
High-performing Executive with 30+ years of Banking and Global Custodian experience. In-depth knowledge of Global Markets and the Collective Funds Industry. Demonstrated proficiency in Managing Businesses, Major Client Relationships, and Global Banking Operations. Leadership and extensive experience in major Industry Transactions, Mergers, and Information Technology Integrations.
We provide Office Services, Co-Working space, Call Center, Mailing, and Administrative Services to small business owners and entrepreneurs.
Responsible for program management and oversight of various strategic regulatory, risk related, and operational programs for the company.
Managed Division of 900 Shared Services employees responsible for Mutual Funds servicing to Major Institutional clients. Serviced Assets under Custody and Administration of approximately $2.5T. Products delivered included Cash and Trade Settlement, Portfolio Valuation, Money Market Accounting, and ETF services to 50 Institutional clients.
Senior Department Head with responsibility for a large portion of State Street's US Mutual Funds Business, Insurance Services, and PAS accounting software business. Locations in Eastern Massachusetts, Kansas City, MO, and Princeton, NJ. Assets under Custody of over $1.5T, staff of 1500.
Regional Executive and Business Head responsible for State Street's Kansas City/Princeton based Mutual Funds, Insurance Services, and Portfolio Accounting Software businesses. Managed Institutional relationships for Kansas City based Mutual Funds and Insurance business. Completed merger integration of Investors Fiduciary Trust Company (IFTC) into State Street Corp. Led largest Investment Operations outsourcing deal in the Global Custody industry through letter of intent phase.
Chief Operating Officer for Chase Manhattan Bank's Mutual Funds Service Company responsible for Mutual Funds Service delivery to major Institutional Fund Managers. Delivered Mutual Fund Accounting, Administration, Tax, and Transfer Agency services to major Fund Manager clients. Appointed Global Fund Accounting Process Manager for all accounting products in Chase's Global Securities businesses worldwide.
Multi-jurisdictional responsibilities for Chase's Offshore Mutual Funds and Trust Global Custody business in Ireland, Luxembourg, Cayman, and Channel Islands. Managed major Institutional Relationships distributing Offshore Fund products globally using UCITS passport, non-UCITS approved structures, and Cayman Trusts. Completed merger integration of Chemical Bank offshore locations into Chase Manhattan's operating platforms in Ireland and Guernsey.
Managed delivery of accounting products to Corporate Sponsors and Trusts including US Pensions, Global Custody clients, Mutual Funds, Public Funds, Endowments, and Insurance Companies. Managed annual budget of $10M and staff of 150 professionals.