Lead Mail and Money Movement teams located in Dallas, Cleveland, Minneapolis, and New York responsible for daily receipt of payments, imaging, and indexing of incoming mail requests across all products supported in Service Organization. The Money Movement Teams are responsible for remittance processing for Traditional, Variable and NYLIFE Security Cashiering.

Responsible for strategic planning and tactical execution of withdrawal and transfer department for the 401(k)/403(b) Defined Contribution business responsible for 19 million participants across 19,000 clients. Manage staff of 8 direct reports and 50 associates with $8 million budget. Support clients ranging from Fortune 500 corporations, major university systems, small business and advisor supported plans. Oversee $50 million in daily transactions spread across 150 associates in four sites… Show more Responsible for strategic planning and tactical execution of withdrawal and transfer department for the 401(k)/403(b) Defined Contribution business responsible for 19 million participants across 19,000 clients. Manage staff of 8 direct reports and 50 associates with $8 million budget. Support clients ranging from Fortune 500 corporations, major university systems, small business and advisor supported plans. Oversee $50 million in daily transactions spread across 150 associates in four sites in US and India.Value Add• Improved scale and efficiency 10% year over year with sustained accuracy rate of 99.92% across one million transactions annually.• Directed execution of $50 million of daily transactions with operational control over large volume, same day environment. • Drive accountability for daily transaction reconciliation of $100 billion annual 401k/403b redemptions• Led department of diverse managers and associates across multiple sites in US and India. • Intense focus on processing controls, risk mitigation, and audit support.• Career focused on associate and management development, insightful decision making, and relentless execution. Show less

Responsible for long range planning and tactical execution of the Corporate Rollover and Account Transfer process for Fidelity Investments’ Retail organization. Led a department of 60 associates and managers responsible for 180,000 transactions annually totaling $3B in dollars transferred. Branch Manager Designee for operational services group, (FINRA Series 9/10) directed regulatory compliance of 250-personnel site.

Led team of 10 – 15 Client Service Managers responsible for overall plan sponsor relationship for companies with five to 150 employees.