Results driven accounting and operational executive with over 20 years of financial services’ exposure and success in driving operational growth, client retention, maximizing business opportunities, diverse product exposure and controls, and ensuring compliance with legal and regulatory compliance.* Successfully build relationships with executive management and demonstrate a results-based leadership style with strong impact and influencing skills.*Experience in technology, finance, audit or risk with broad based business management experience.* Proven ability in strategy development, program implementation, team building, coaching, mentoring and planning.* Thorough understanding of process improvement methodologies and tools, critical thinking, and change management principles.* Successful experience in process improvement with a strong knowledge of operations.* Ability to continually evaluate a list of ideas and proactively determine how to successfully execute the ideas with cost savings that will provide funds for new product development, new sales initiatives, etc.* Tenacity and energy in leading change towards an effective work environment.* Excellent presentation skills with solid communication capabilities and practices, both oral and written.* Ability to communicate effectively to direct and motivate team and others, maintaining a persuasive and credible presentation style at all levels of the organization.Specialties: Diverse Investment Product Background Strategic Planning & Forecasting New System Design / Business DevelopmentClient Relationship Building /Retention Legal & Regulatory Compliance Project Management & Budget Operations & Process ReengineeringQuality Assurance Controls / StandardsTeam Building / Leadership / Mentoring Problem Solving & Change Management