Description
Over 20 years of experience at major financial institutions with an extensive background in client management and an exceptional track record of cultivating relationships with clients, supervising & motivating staff, and managing projects & product implementations. Established outstanding customer relationships through commitment to superior client service & conducting extensive client reviews with CFOs, treasurers, & portfolio managers. Knowledge of both asset servicing and broker dealer sides of the business. Skilled at implementing new business development initiatives, risk & project management, budget planning, compliance, accomplishing targeted departmental goals & managing departmental risk update clients on global initiatives. Coordinate responses to RFPs, RFIs, SAR, AML, KYC, SEC reporting.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Securities Operations Consultant | 7/2017 - Present |
| Jefferies & Co. | Fixed Income Operations Consultant | 12/2016 - 7/2017 |
| Jp Morgan | Client Account Manager | 1/2010 - 1/2016 |
| Bny Mellon | Client Relationship Manager Corporate Trust | 1/1996 - 1/2007 |
| Jp Morgan | Client Relationship Manager Global Custody | 1/1996 - 1/2007 |
Accomplishments
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