Senior Financial & Investment Management Executive leveraging industry expertise to produce exceptional results in the most demanding market environments Top-performing Business Driver with deep skills in building consensus, creating collaboration and optimizing team performance. Concurrently serve as Chief Financial Officer and Treasurer of the OFI Global Trust Company and as a Director of 12 Cayman investment companies. Broad experience in general management, product development and implementation, business integration, finance, fund accounting, fund administration and regulatory matters. Hands-on abilities in handling Oppenheimer Funds, private funds, separately managed accounts (SMA), comingled investment trusts (CIT), electronic traded funds (ETF) and alternative products totaling over $200 billion AUM.Responsible for Oppenheimer Funds board reporting and relations, mutual fund financial and regulatory reporting. Conducts periodic due diligence, establishes and oversees fund service provider contracts and services and evaluating and implementing new regulatory reporting and financial requirements. Successfully automates processes and institutes accounting operational and control processes to address changes in businesses and markets. Career Reputation for building strong and positive relationships with Boards of Directors/Trustees, external institutions and internal cross-functional teams.* Certified Public Accountant (CPA); Member, New York Society of CPAs and American Institute of CPAs.* Board Member (for profit), Lincoln Variable Insurance Product Trust since 2019 and Bankers Trust Funds between 1995-1998, as well as Management Director for twelve Cayman offshore alternative investment entities with assets exceeding $12B.* Former Chair, Investment Company Institute Accounting Treasurers Committee, Former Member, Investment Company Institute Accounting Policy Subcommittee and Former Member – AICPA Investment Company Expert Panel.