Ann Collins Email and Phone Number

Chief administrative officer for the global client service (GCS) division, a division focused on ensuring and influencing a best in industry experience for all clients. Managed the day-to-day operations of the business and coordinated the execution of strategic initiatives.• Influenced and facilitated change to a new operating model by identifying, developing, and implementing strategic solutions, programs, and initiatives, resulting in the successful execution of goals and… Show more Chief administrative officer for the global client service (GCS) division, a division focused on ensuring and influencing a best in industry experience for all clients. Managed the day-to-day operations of the business and coordinated the execution of strategic initiatives.• Influenced and facilitated change to a new operating model by identifying, developing, and implementing strategic solutions, programs, and initiatives, resulting in the successful execution of goals and objectives.• Led the annual budget setting process, managing the budget month over month, and monitored resource allocation expenses, ensuring all budget goals were met. • Collaborated with colleagues on risk excellence, implementing policies and developing improvements which minimized risk across the organization.• Represented GCS in a variety of strategic and risk-based meetings, ensuring the voice of GCS was heard and included in decision making.• Managed, coached, and developed a high performing global team, ensuring key deliverables were executed consistently and timely.• Assessed requests directed to the head of the global client service division and determined the proper course of action to achieve desired goals. Influenced the process and outcome and delegated where appropriate. • Collaborated with cross-functional stakeholders, ensuring strategic initiatives aligned across the organization. Show less

Head of client service, reporting to a senior department head of asset management. Provided superior client service to complex, global asset management companies while overseeing the development and strategic growth of the newly created client service role.• Defined, created, and implemented a business plan for the newly created client service team, resulting in consistent positive feedback from clients.• In one year, doubled the number of clients that were supported within the… Show more Head of client service, reporting to a senior department head of asset management. Provided superior client service to complex, global asset management companies while overseeing the development and strategic growth of the newly created client service role.• Defined, created, and implemented a business plan for the newly created client service team, resulting in consistent positive feedback from clients.• In one year, doubled the number of clients that were supported within the client service team.• Developed a revenue tracking management report that allowed senior management the ability to easily identify revenue growth and trends.• Worked closely with employees on professional development, resulting in increased job proficiencies and promotions. Show less

Managed day-to-day custody and security valuation operations for over 200 mutual funds (varying complexities of all types) and trusts that required daily valuation. Ensured overall internal and external client relationships were positive and client needs were addressed expeditiously. • Drove overall client service delivery and satisfaction with positive feedback from the client.• Managed a team of 40 that consistently executed against daily key performance… Show more Managed day-to-day custody and security valuation operations for over 200 mutual funds (varying complexities of all types) and trusts that required daily valuation. Ensured overall internal and external client relationships were positive and client needs were addressed expeditiously. • Drove overall client service delivery and satisfaction with positive feedback from the client.• Managed a team of 40 that consistently executed against daily key performance indicators.• Counseled and guided managers on performance management and career development, fostering employee engagement, advancement, and retention.• Led departmental and inter-departmental planning and coordination of Scudder and Kemper fund mergers and consolidation from a cash and security perspective. This included the coordination and time of fifteen staff, the successful execution of 23 mergers involving 53 mutual funds, the addition of 103 additional share classes, and several re-branding initiatives and liquidations.• Cash, security, and valuation project stream leader responsible for strategic planning and coordinating of approximately 200 funds platform conversion from Deutsche Bank to State Street while ensuring the day-to-day operations were minimally impacted.• Managed the transition from the Deutsche Bank operating model to State Street’s operating model. Show less

Developed and managed the newly created cash and security reconciliation team for the Scudder and Kemper mutual funds. Hired and trained over 30 employees to this newly created team.• Spearheaded the transition of the Chicago and Kemper reconciliation operations group from Chicago to Boston. Transitioned approximately 70 mutual funds and related processes and relationships while ensuring the impact to the overall operations was kept to a minimum and that the transition was completed… Show more Developed and managed the newly created cash and security reconciliation team for the Scudder and Kemper mutual funds. Hired and trained over 30 employees to this newly created team.• Spearheaded the transition of the Chicago and Kemper reconciliation operations group from Chicago to Boston. Transitioned approximately 70 mutual funds and related processes and relationships while ensuring the impact to the overall operations was kept to a minimum and that the transition was completed effectively within predetermined time frames.• Instrumental in the successful transition and integration of the mutual fund reconciliation operation of Deutsche Bank from Baltimore to Boston because of the acquisition of Scudder by Deutsche Bank.• Reduced director turnover by establishing a competency model for directors now used in senior lateral hire assessments; generated $600K in annual savings. Show less

Responsible for the startup of a unit that focused on cash and securities within the DC business. The business maintained an annual growth of over 40% for two successive years. • Developed and enhanced relationships with other departments within State Street, increasing operational efficiencies.• Managed the overall daily operations for the cash and securities processing groups for the DC business unit. The business unit included over 75 clients and assets in excess of… Show more Responsible for the startup of a unit that focused on cash and securities within the DC business. The business maintained an annual growth of over 40% for two successive years. • Developed and enhanced relationships with other departments within State Street, increasing operational efficiencies.• Managed the overall daily operations for the cash and securities processing groups for the DC business unit. The business unit included over 75 clients and assets in excess of $50B.• Co-chaired the process improvement committee which focused on the standardization and improvement of the process for the daily priced DC business. Determined operational best practices and implemented practices division wide. Show less

Responsible for the development of an internal audit group within the daily defined contribution business unit. This group worked with all business units within the DC division to identify areas of exposure across the division and presented proposals to senior management on ways to mitigate this exposure.• Worked with State Street’s risk and compliance group to ensure compliance for the DC plans.• Focal contact for the corporate internal audit during the audit of the DC unit… Show more Responsible for the development of an internal audit group within the daily defined contribution business unit. This group worked with all business units within the DC division to identify areas of exposure across the division and presented proposals to senior management on ways to mitigate this exposure.• Worked with State Street’s risk and compliance group to ensure compliance for the DC plans.• Focal contact for the corporate internal audit during the audit of the DC unit which concluded in favorable results. Show less