Results-driven leader with over 15 years of experience within the financial services industry. Proven track record of leading high-performing teams to achieve exceptional results in investment and client operations. Skilled in strategic planning and project management. Adept at driving transformative initiatives to maximize efficiency, enhance client satisfaction, and streamline processes. A collaborative leader committed to talent development and fostering a culture of excellence.Expertise: Process & Quality Improvements | Project Management | Client Service Management | Data Migration/Transformation InitiativesTechnical Skills: Salesforce | Backstop | Responsive (fka RFPIO) | Advent Geneva | Diamond | Bloomberg | advanced Excel - Word - PowerPoint – Outlook
Listed skills include Fund Accounting, Investor Relations, Pay Close Attention To Detail, Positivity, and 23 others.