New York, New York, United States
Senior executive proficient in Technology, Operations, Clearing and Program management with 25 years experience in the Banking, Brokerage, Consulting and Transfer Agency business within the Financial Services and Capital Markets Industry. Experienced in establishing effective Global relationships and strong corporate presence, re-engineering existing work environments to improve profitability and streamline performance. Strong Program manager with extensive global expertise managing offshore development teams, BPO, vendor conversions, and internal/external system selection, management and implementations. Specialties: Mutual Funds, Banking, Brokerage Operations, Technology Operations, Consulting, BPO, Transfer Agency, Financial Services Industry, Capital Markets Industry, Extensive Global Expertise, Offshore Development Teams, BPO, Vendor Conversions, and Internal/External System Selection
Engagement Director in the Advisory practice servicing Asset Managers, Financial Services, and Banking clients.
Was responsible for the Day-to-Day operations for Mutual Funds, Cashiering, Corporate Actions, Money Funds, Security Master, Banking Products, multiple middle office phone teams and the Transfer Agency for a Self-Clearing Broker Dealer.