• Lead operational functions including shareholder services, client reporting, data management, third-party risk management, anti-money laundering (AML), know your customer (KYC), and information publishing.• Actively participate in client sales and due diligence sessions.• Drive data and operations strategy in support of the transition of SSGA’s fixed income business to State Street’s new Alpha and Charles River Development (CRD) platform.• Lead a multi-year data modernization program that includes implementing a new data hub with data quality enhancements, designing operating and client service model, and assigning data owners and stewards.• Active leader in several corporate and SSGA’s risk and data management committees.• Lead a team of approximately 100. • Manage third-party risk for over 400 engagements and 300 third parties.

• Launched a program focused on data management and governance to raise awareness of the criticality of data and the need to maintain one source of the truth and enhance data quality.• Led team responsible for the procurement and management of market data services, vendor management, and corporate third-party risk management processes.• Delivered a significant run-rate savings through vendor negotiations, demand management, terminal rationalization, and cost transparency.

• Managed industry standard WM and Reuters exchange rates. In response to the LIBOR incident, navigated the regulatory review of the product including implementation of the IOSCO (International Organization of Securities Commissions) principles for financial benchmarks. Implemented oversight committee with internal and external participants. Actively marketed and sold products and met with clients regarding due diligence activities.• Launched the private equity index, the only private equity index based on actual aggregated and anonymized data, for commercial offering. Implementation included building a robust production environment for the calculations, and front-end user interface (UI) for client interaction.• Managed data operations, and implemented controls for market data requirements, budgets, usage, and consumption.

• Led global team of approximately 400 employees in locations that included Boston, Toronto, London, Krakow, Luxembourg, and Dublin. Functions included asset and client-level securities valuation, reference and market data, and vendor and project management. Led several business transformation efforts.• Responsible for asset level pricing for 51K portfolios and 4.9M holdings.• Delivered significant annual savings through automation, negotiation, and process efficiencies.• Implemented several workload balancing strategies including a follow-the-sun model leveraging global locations and shifting work from Boston to Poland and Sydney.• Achieved substantial savings by implementing Asset Control software that automated the security set up process. • Managed the derivatives operation which included transaction and collateral processing and OTC pricing. Established a support structure to improve service levels.* * * * * * * * * * * Prior Experience:STATE STREET CORPORATION• Held leadership roles in securities valuation with primary focus on improving customer satisfaction, standardizing processes, and creating efficiencies through automation and workload balancing across global locations.THE BOSTON COMPANY and MELLON BANK CORPORATION• Fund accounting, pricing, and corporate actions management.