* Project Management * Contract Negotiations * Portfolio Management * Operations Management * Relationship Management * FX Trading and Hedging * Investment Banking * Strategical Planning & Execution * Team Leadership & Development Accomplishments * Led recruitment, training, and launch of several remote offices to steer business towards growth. * Structured and led three NYC Headquartered Client Investment Operations teams with aggregated assets over $100B. * Increased efficiencies across multiple business units by deploying portfolio investment management software solutions. * Architected proprietary, external portfolio management, and accounting platforms to expand serviceability for internal & external business units and clients. * Maximized growth from seven client portfolios with $2B AUA/AUM to over 100 portfolios with $80B AUA/AUM by initiating strategic operational and technology efficiencies. * Led recruitment, training, and launch of several remote offices to steer business towards growth. * Structured and led three NYC Headquartered Client Investment Operations teams with aggregated assets over $100B. * Increased efficiencies across multiple business units by deploying portfolio investment management software solutions. * Architected proprietary, external portfolio management, and accounting platforms to expand serviceability for internal & external business units and clients. * Maximized growth from seven client portfolios with $2B AUA/AUM to over 100 portfolios with $80B AUA/AUM by initiating strategic operational and technology efficiencies.

Highlights:

• ABS
• Accounting
• Cash Flow
• Cdo
• Fund Accounting
• Liquidity
• Management
• Portfolio Management
• Receivables
• Hedge Fund