Amy Iseppi Email & Phone Number

Boston, Massachusetts, United States

The mission of the Federal Home Loan Bank of Boston is to provide highly reliable wholesale funding and liquidity to our member financial institutions in New England. We strive to deliver the best financial products, services, and expertise that support home financing, affordable housing, and community development, including programs targeted to.

Founded in 1925, The New England Council is the nation’s oldest regional business organization. The Council is a non-partisan alliance of businesses, academic and health institutions, and public and private organizations throughout New England formed to promote economic growth and a high quality of life in the New England region. Bringing expertise from a.

For 30 years, the Chamber’s Women’s Network has connected female professionals of all background and career levels. Today, our Women’s Network is the largest in New England, strengthening the professional networks of women each year. There are 90 women from Chamber member organizations on the Advisory Board, and they represent all sectors, business sizes.

Boston, Massachusetts, United States

• Developed trusted relationships with investment manager, hedge fund, and broker-dealer clients across 15 managed accounts; key client contacts included Operations and Technology senior managers
• Engaged clients in discussions on strategic priorities, business development opportunities, and pain points; identified enhancements and collaborated with Client Services, Product, and Technology to improve client.
• Expanded client relationships through a consultative sales approach and elevated voice of the client with product development
• Managed client escalations through effective internal voice of the client advocacy and responsive communications to clients
• Launched and co-led product working group, comprised of clients representing 30 firms; moderated panels across client segments
• Led client engagement workstream for key business initiative; coached other relationship managers on engagement efforts

Boston, Massachusetts, United States

• Managed global relationships with strategic partners to optimize client experience and create shared value opportunities
• Led partner team strategy (e.g., created investment manager client migration strategies) to accelerate financial technology migration; collaborated with Product, Sales, Relationship Management, Marketing, Public.
• Enhanced transparency and accountability for the partner program by creating and presenting management dashboards

Boston, Massachusetts, United States

• Led development of public policy positions and regulatory advocacy strategies related to financial markets including equity and fixed income market structure, asset management, derivatives reporting and clearing.
• Managed internal engagement with executive management across six business lines; created cross-functional teams / working groups to align internally on policy positions and foster strategic discussions
• Represented State Street / SSGA in industry group committees and in discussions with the CFTC, SEC, and members of Congress
• Wrote comment letters on proposed rules through collaboration with Legal, Compliance, and business leaders; contributed to industry letters
• Built relationships through active participation in The New England Council and Greater Boston Chamber of Commerce

Boston, Massachusetts, United States

• Served as internal consultant for executives across four business divisions and three corporate functions, including experience in: o Conducting competitive and market analyses, including 35 independent client.
• Collaborated with Finance and business leaders on Board of Directors strategic planning presentations, including speaking points
• Managed and mentored summer analysts and members of the Professional Development Program
• Led planning and execution of team development offsites
• Promoted from Assistant Vice President to Vice President in 2016

Boston, Massachusetts, United States

• Led teams comprised of six to twelve workstreams as the Project Manager of an acquisition within Global Markets, two clearing conversions, global implementation of enhanced controls, and U.S. product expansions to.
• Involved in formulating and executing mergers & acquisitions (M&A) and organic growth strategies across four business lines
• Developed product strategies and roadmaps
• Collaborated with external consulting teams in transformation initiatives (e.g., target operating model)
• Nominated for and successfully completed Enterprise Risk Management Credit Training Program
• Managed and mentored members of the Professional Development Program during their rotations into Global Markets Strategy and Portfolio Solutions; recruited and managed summer interns

New York, New York, United States

• Developed financial models on various transactions including M&A, leveraged buy-outs, equity offerings, and debt financings
• Selected transaction experience included: buy-side advisor and lead financing arranger to CVC Capital Partners in its acquisition of Univar N.V. for $3.5B; financial advisor to Westlake Chemical on senior secured.
• Summer Analyst in 2007; received offer to return to Bank of America as an analyst after graduation

Mba With Concentrations In Leadership & Management And Strategy

Bachelor Of Arts, Magna Cum Laude, With Majors In Economics And Political Science

Completed four internships at State Representative Deborah Blumer’s office at the Massachusetts State House, Senator Ted Kennedy’s office.