New York City Metropolitan Area
I’m a senior operations executive who cultivates change through technology, structure, and measurable results. For more than two decades, I’ve led transformation across investment management, private equity, and fintech — designing scalable infrastructure, strengthening compliance, and driving digital efficiency. I believe operational excellence is more than process; it’s the foundation of growth. Whether building cross-functional teams, modernizing legacy systems, or automating workflows, I focus on enabling organizations to perform smarter, faster, and with greater resilience. My leadership approach blends analytical precision with innovation — aligning teams, technology, and accountability around clear performance outcomes. Core strengths: - Operational Strategy & Transformation - Process Automation & Technology Integration - Cross-Functional Team Leadership - Regulatory & Compliance Frameworks - Data-Driven Decision Making I’m passionate about helping organizations bridge the gap between vision and execution — turning operational complexity into long-term competitive advantage.
* Lead day-to-day investment operations supporting Axonic Insurance’s annuity platform and balance sheet, overseeing trade capture, confirmation, settlement, and reconciliation across fixed income, equities, funds, private placements, and derivatives. * Serve as primary operational point of contact for external sub-advisors, conducting performance review, attribution analysis, mandate compliance monitoring, fee validation, and operational due diligence (DDQs, SOC 1/Type II). * Own investment data integrity and flows across Clearwater Analytics, Aladdin, custodians, and enterprise data warehouses; deliver dashboards and analytics supporting exposure, liquidity, ALM, and RBC reporting. * Drive automation and process optimization initiatives using AI, LLM, no-code/low-code tools, advanced Excel (macros, pivots, arrays), and BI platforms to reduce manual effort and enhance scalability. * Partner cross-functionally with Finance, Risk, Technology, and Investments to strengthen controls, optimize cash forecasting, corporate actions processing, and guideline/exposure limit monitoring. * Lead system implementations, upgrades, and workflow documentation to support platform growth, drawing on proven success in large-scale integrations. * Apply deep alternatives operations expertise. including treasury/liquidity management, sub-advisor oversight, and compliance frameworks to ensure accurate, timely, and controlled investment operations aligned with insurance regulatory standards (NAIC, STAT/GAAP).
* Served as Fractional COO for Belltower Funds Group, leading day-to-day operations across five service lines with oversight of 58 staff. Implemented the Entrepreneurial Operating System (EOS), refined SLA/KPI metrics (15% service delivery improvement), and redesigned workflows using AI/no-code tools (Zapier, Flowdash, Front), reducing manual friction by 20%. * Provided specialized Operations & Treasury consulting to Blackstone Credit & Insurance, focusing on treasury optimization, ADF database programming to resolve Man-in-the-Middle risks, and comprehensive process refinement including workflow streamlining, resource allocation, automation, and SOP documentation. * Delivered independent operations consulting services to financial services clients, specializing in team design, complex workstream visualization (LucidChart/SmartSheet), process optimization, and development of scalable Standard Operating Procedures.
Summary Manage life-cycle operations for online platform’s private market and alternative investment offering. Project/Program Manager to update automation & scaling ecosystem: Salesforce, Geneva, World Investor, ReconTool, Data Masters, Operational Data Stores (ODS) and Order Management System (OMS). Thought & Process Leader on Additional Initiatives: Deferred Compensation, Public (40Act) Fund, Embedded Finance Platform (Banking as a Service). ♦ Manage 4 teams, 12 direct reports: Investment Ops, Investor Ops, Treasury and Fund Accounting o Client onboarding, new investment launch, fundings, subscriptions, distributions, liquidity/collateral management, audit and regulatory reporting o Product launch/management: Commercial Real Estate, Venture Capital, Artwork, Litigation, Private Credit, 3(c)(7) fund and managed portfolios o Treasury and liquidity management ensuring investment pipeline fundings are met while regularly bring short-term fundraising vehicles to market. Optimize cash flow performance. ♦ Implemented and Integrated new technology as part of an Automation and Scalability initiative o Investment accounting; investor portfolio reporting/analytics, account reconciliations o Standardized databases into Security, Reference and Entity Masters (data governance) o Integrated Salesforce CRM and Snowflake data warehouse; aggregated all data sources to Looker Studio for data visualization, reporting and dashboards ♦ Partner across Product Team, Investment team and support functions to maximize investor experience (engagement surveys, platform development, capital calls and PCAP statements
Manage UHNW multi-family office Operations team focusing on process standardization and automation, new technology implementation, infrastructure design and workflow visualization. Act as change cultivator, with a strong technology background and a focus on automation and process improvements. People • Manage 4 teams, 13 direct reports: Operations, Treasury, AP/AR, and Client Service • Operational Resilience: Delivering business analytics, reporting, monitoring, and analyzing key risk & control indicators • Oversee team's productivity, analyze internal process and identify areas of process enhancement • Create a multi-year roadmap for team's operational capabilities & strategic priorities. Assist with clearing up functional roadblocks, working on change projects, and collaborating with technology Process • Daily oversight, data management, reporting and metrics generation of life cycle of trades & funding • Lead transition & operationalization of accounts payable process from manual to automated & efficient by emphasizing automation & scalability ~ Automated Accounts Payable: improved processing from 45-55 invoices per day with 5-6 day life cycle to 75-80 invoices per day averaging 2 day life cycle; Maintained business day delivery schedule for Bank Recs while increasing client count and account volume • Financial Planning and Analysis: Oversee $450,000 (and growing) new & upgrading technology budget, coordinating multiple internal teams & external contractors/consultants, organizing deliverables, milestones, and implementation Technology • Drive innovation and transformation across operations • Design technology ecosystem focusing on compatibility, longevity, efficiency, and automation ~ launched implementation of new General Ledger and Software addressing: project/task management, document retrieval & aggregation/digitization of investment communications/data • Lead on RFPs, proposals, contract negotiation, legal review, and IT due diligence for 7 initiatives
• Overseeing the efficient and accurate execution of daily operations pertaining to the firm’s CRM, performance reporting systems, client database, technology platforms, risk management, and all other operational functions. • Project Lead, completing & managing projects from inception to launch, involving cross-functional teams. • Manage, mentor and develop 18 team members between PA, NJ and NY in all operational processes; spearhead the development of best practices, results analysis, forecasting, annual budgeting and strategic planning and initiatives. • Data analytics and business intelligence (BizData) analysis driving performance and resource allocation decisions. • Identify, analyze, and interpret trends or patterns in complex data sets, and monitor quality control plans. Life cycle data generation, data visualization and outline critical information in a clear and actionable format for their stakeholders. • Advanced Excel (macros, pivots, arrays) and PowerPoint, SmartSheet, CRM, Tamarac