SUMMARY Senior project and operations manager with over 20 years of functional experience within financial services. This has included leading a variety of high level projects for large matrixed firms such as Prudential, Merrill Lynch, BlackRock and JP Morgan. Client-focused professional with the ability to establish and maintain a solid client-base through strong communication, presentation, and customer service skills. Highly detail-oriented and organized with extensive success exceeding deadlines while accomplishing company goals This unique background encompasses in depth knowledge of brokerage operations, asset management, retirement, transfer agency and service provider products, processes and services.
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