Burlington, North Carolina, United States
Experienced Vice President with excellent project management, risk mitigation and technical skills.
Process Reengineer overseeing research, analysis, documentation and working with IT to enhance automation within Transaction Management.
• Revamped Trades team by creating 40 process improvements and risk controls • Income Lead for Client Centric Reconciliation Team • Managed multiple Recon sleeves through process improvements to gain efficiencies and scale • Prepared and presented for client health check where upon completion received “Above Meets” rating • Project lead for Root Cause Analysis initiative with client • Escalation contact for Recon for the previous client Deconversion
• Managed multiple teams through daily operations, process improvements and conversions • Developed, trained, implemented and maintained new processes and procedures • Coordinated and managed projects for Ops team yielding a 10 FTE savings • Mitigated bank, department and client risk via benchmarked controls • Project Ocean Income lead for NACC1
• Managed Real Estate Investment group of over 1,000 investors • Maintained bookkeeping for Investment Properties, seminars and meeting expenses • Coordinated: 4 monthly meetings statewide, 1 monthly seminar, and 1-3 monthly teleconferences
• Maintained accounting records, accounts payable and accounts receivable • Responsible for the oversight of five employees • Ran all daily operations for transmission shop
• Maintained accounting and custody records for multiple client accounts • Calculated cash availability, reconciled cash and asset discrepancies, processed and ensured timely settlement of all trades, calculated daily NAV for multiple funds • Nurtured client relationships