• Serves as a senior point of contact managing the global operations relationships of the most vital clients of the firm’s Institutional Securities Group.• Builds strategic client relationships by engaging key clients in regular cross product operational review meetings with a focus on optimal operational infrastructure, continuous process improvement, issue resolution, mutually beneficial operations solutions, and revenue enablement opportunities.• Delivers the firm to clients through regulatory roundtables, industry initiative sessions, and other value add activities, leveraging firm subject matter experts to provide industry-leading resources to clients.• Partners with senior business unit stakeholders in both sales and trading and prime brokerage to support business development opportunities and new product introduction, by providing operations impact analysis and developing first to market solutions while serving in a voice of the client capacity.• Led multiple internal renovation initiatives focused on process improvement and enhanced client service delivery, acts as a firm culture carrier within the operations organization, helping to develop operations leadership talent and connect them to their client counterparts.• Developed metric based client analysis tools to benchmark functional and process support levels, measure process and effort scalability and identify opportunities for strategic and tactical improvements with tangible return on investment estimates both internally and on a consultative basis with clients.• Actively participates in industry bodies and events, collaborating with market participants to formulate uniform approaches to implementing regulatory initiatives. Connects clients to industry vendors providing best in class operations solutions.

• Led multiple client service teams responsible for managing equity swap & derivative settlement and confirmation retrieval functions.• Delivered the firm location strategy in both the US and Asia, successfully deploying 85% of core location staff to near shore sites while maintaining premium client service standards and product support.• Provided operations subject matter expertise in the scoping, development and testing of key front to back infrastructure renovation efforts focused on settlements infrastructure improvements, confirmation STP and client enrichment tools.• Developed robust equity swap client reporting suite for Prime Brokerage clients, creating best in class transaction, mark to market and settlement reporting.• Managed regulatory initiatives with derivative operations impact, including DF business conduct protocol and USI/UTI reporting language implementation.