Leads business development efforts. Responsible for generating new opportunities, growing and maintaining existing relationships. Focused on UHNW individuals with privately-owned businesses.

Responsible for the marketing and sales of Convergence - Research, Monitoring, and Custom Analytics. Identifying new opportunities and methodologies to sell and enhancement of overall product.

Relationship Manager for North American and European Clients. Responsible for client satisfaction, project management, software upgrade proposals, and business development of new clients.

Portfolio Composition/Asset Allocation/TradingReal Estate Management ConsultingBusiness Entity ManagementSpecial Projects AdvisorNew Client Research and DevelopmentCreation and Design of Client Performance ReportingInvestment Policy Statement and Investment Management Agreement DesignRelationship Specialist

- Management of client data from legacy solutions to current State Street platforms- Dissection and analysis of fields/data from client reports- Awarded IMS Team Excellence Award for Q2 2012 for outstanding work

Senior/Lead Client Service Specialist working directly with two fixed income clients.Daily contact between State Street and clients, including resolution of all client needsServiced additional client with over $200 billion in assets Sole Trade Settlements analyst for Convertible Bond Hedge Fund Collaborate with Client and Internal Account Services Groups through management meetings

Analysis and management of all Corporate Bank Loan activity for two large clientsReconciliation of position and payment discrepancies, tracking interest/fee/tax payments to clients.Management of all data received from daily notifications including inputting accrual rates/periodsActing as a liaison between Agent and Custody Banks regarding all communicationResponsible for training multiple new bank loan specialists on all daily procedures.Recognized by PIMCO for superior work in the Corporate Bank Loan field

Overseeing the daily analysis of appx. 300 accountsHandled special requests from clients JLKaplan, Evergreen Investments, and METWEST.Monthly Analysis and preparation for SSAD Audits.Trained multiple new portfolio accountants on all daily procedures.