Manage all aspects of service model for portfolio of strategic client accounts. As VP - Senior Strategic Account Manager at CRD, I manage all aspects of service model for a portfolio of strategic client accounts, leveraging expertise in fintech and SaaS sales. I also draw on my previous experience in securities lending, where I pioneered online auction development and built a new product line for orderly default management. I enjoy building and expanding relationships with C-suite decision makers at some of the world's most well-known investment firms, and collaborating with internal teams to ensure customer success and satisfaction.

Manage multiple Securities Lending and Central Counterparty (CCP) clients representing the firms core business lines. Securities lending clients include large public pensions and mutual funds while CCP clients are well known options and futures exchanges. Over 8 years experience on the relationship management side of the financial services industry with a diverse background centered around expertise with the firm's proprietary online auction software. Built and manage a new product line vertical providing consulting and custom designed auction software solutions for growing default management needs of financial exchanges.

Responsible for enterprise wide management of the firms core product in the form of designing and administrating all securities lending auctions held over the course of the year as is further outlined below. My expanded role also now includes design, development, marketing and build out of new broader based auction platform service product. The auction platform service tool seeks to bring the firms proprietary auction based asset placement product to other areas of the financial services industry with a primary focus on serving entities with a need to satisfy regulation driven orderly liquidation provisions.

Manager of proprietary auction platform used for the majority of firm trading. Manage all auction preparations and execution for firm by cooridinating various funtional groups throughout the firm. Continuously building relationships with high profile clients and work to provide customized risk mitigation solutions and implement process improvements surrounding the administration of securties lending auctions and securites lending programs at large. Work to ensure each multi billion dollar client auction runs smoothly from start to finish in order to maximize client satisfaction with the process and to ensure maximum revenue is realized.

Spent 16 months on active securities lending trading desk trading domestic and international equity on discretionary basis and managing the auction trading product to a global broker/dealer community. Extensive interaction with prime brokerage trading desks at worlds largest banks. Marketed client auctions to the street and ran securities lending revenue estimates for clients and prospects.

Managed service quality control from an onsite client position in Tacoma, WA. Placed onsite during implementation phase of client program. Helped to grow the depth and breadth of the relationship directly leading to expanded mandates. The onsite role demanded a comprehensive understanding of all components of the securities lending and short-term fixed income management industry. Responsible for educating the various functional groups at the client about my firm’s complex product. Gained unique buy-side perspective while navigating the tumultuous market events of 2007 and 2008.

Financial reporting responsibilities included monthly fee and rebate transactions with dealers, client reporting, billing, clearing account management, daily wire transactions, revenue forecasting and constantly varying client requests.

Responsible for day-to-day operational administration of multiple borrower securities lending programs at a rapidly expanding start up with an innovative new product within the securities lending business.

Gained Series 7 license and prospected for new clients to build a personal book of high net worth individuals investing in municipal bonds.