An insurance holding company that required the creation of a middle office investment operations team while simultaneously implementing BlackRock’s Aladdin. Provided thought leadership to support business sponsors in preliminary budgeting for and scoping of internal resources. Conducted business requirement analysis and designed multiple workflows in partnership with and in support of trading, portfolio management, operations and compliance teams.• Converted legacy origination processes for the private placement and commercial mortgage pipeline into Aladdin workflows to meet business requirements. • Translated the client’s legal entity structure to an intuitive investment portfolio framework (Green Package) that served the needs of the front office, operations, compliance and accounting teams.• Steered the testing of state regulatory, corporate, and IMA agreement rules in partnership with legal and compliance business sponsors.

This division of BlackRock provides 24/7 operational support, maintenance and ongoing development of Aladdin, a fully integrated enterprise investment platform. Managed all aspects of the client relationship for multiple insurance and asset management accounts. Fostered platform usage / adoption through hands on education, coaching and training. Facilitated tactical and strategic projects to achieve customized business process requirements across all functional channels. Collaborated with internal partners daily to deploy solutions for time sensitive production issues. • Planned and implemented the compliance structure, including coding and testing of the rule set for a $500B asset management client.• Provided detailed fixed-income industry and Aladdin application expertise to a large asset management client with $80B AUM for the purpose of implementing new front office policies and procedures to meet SOX mandates. • Directed the virtual split of all operational and technical processes for a $75B investment book of record in support of a legal entity separation between the North American Insurance Division and its UK based parent.

Generalist fixed-income salesman who managed the business relationship with multiple insurance, and asset manager clients.Provided thoughtful discerning investment insights through various market and interest rate environments by leveraging fundamental, credit and quantitative analysis. Devised strategies across multiple asset classes in support of my client’s investment performance goals while not violating their defined risk tolerance.

Investment Grade Corporate Credit Sales Specialist who partnered with other asset class specialists to deliver a comprehensive perspective of the fixed income market to our clients.Achieved consistent annual growth in commissions by consistently presenting relative value trading opportunities to clients based on detailed credit and fundamental analysis that took advantage of dislocations within the credit risk and rates markets (both cash and synthetic/derivatives).