• Oversee and develop long-term strategic relationships with complex, global investmentmanagement firms with AUM between 5-100b assets under management• Provide oversight for delivery of a broad range of outsourced solutions to global investmentmanagement firms• Proven driver of firm revenue growth by effectively positioning product solutions that supportclient growth objectives• Interface and present strategic priorities/opportunities to expand relationship with client C-suiteand senior management• Inform and regularly update clients on emerging regulatory changes across various fund productsincluding Private Funds, Mutual Funds, Collective Investment Trust, UCITS

•Provided oversight of Global Custody operational support to Australia and New ZealandSovereign Wealth Fund clients during US business hours• Worked remotely with Melbourne based service team to ensure seamless service deliverythroughout Australia and US business hours• Managed relationship governance plan to ensure proper oversight of all service deliverables,product enhancements and regular engagement with global leadership• Coordinated the reassessment of select client specific operating models involving stakeholdersacross multiple operational support teams• Organized annual strategic meetings between client C-suite leadership and executive managementto ensure regular stakeholder engagement

• Developed and expanded institutional client relationships for Not-for-Profit client segment• Drove revenue growth through cross sell of products including brokerage, foreign exchange, andasset management services• Provided oversight of Global Custody service delivery with focus on addressing client prioritiesand achieving annual objectives• Engaged with Director of Operations, Treasurers and C-Suite leaders to promote service executionand explore opportunities to optimize client portfolios

• Coordinated the account administration for multiple Public Funds and Taft Hartley clients• Led multiple operations groups in completion of investment manager restructuring activities• Proactively identified product solutions to support client account administration• Assisted with and participated in competitive business development presentations• Managed daily cash and trade activity across entire client account portfolio