Manage project implementations to effectively and efficiently onboard major brokerage clients onto the Fixed Income Cost Basis service. Facilitate issue management, risk management, change management, task prioritization and provide senior management with weekly status updates on all projects.Create and manage integrated project plans and schedule periodic project meeting with stakeholders.Provide customer support and perform problem solving. Respond to client inquiries and perform occasional client visits. Participate in requirements gathering and documentation. Provide recommendations for improving services based on regulatory requirements and customer needs.

Consulted for Wolters Kluwer Finance, Risk and Compliance unit providing business and consulting services in all areas of back office operations including client reporting, corporate action/reorganization and tax reporting.Intergrated GainsKeeper Brokerage tax lot accounting and cost basis reporting software for two large brokerage industry leaders for Phase III of the cost basis legislation.Interfaced with internal and external project stakeholders, mitigated project risks, resolved project issues and report projects status to client's senior management

Owned a series of reporting capabilities and services, end to end from a client view. Capabilities included reporting services such as client ad hoc reporting tools, investor statement reporting, extracts, and performance. Drove performance measurement capabilities from a GIPS compliance and market trend perspective. Worked closely with partners across the business including business analysts, client service, technology, customer operations and training while building business requirements to define and create an optimal user experience.

Managed development of Tax Lot Accounting (TLA) application with systems professionals to enhance and maintain business related functions. Responsible for the proper reclassification of dividend distributions made by Fidelity funds, outside funds, Unit Investment Trusts and other securities for proper 1099 reporting. Supported performance application that calculated monthly portfolio returns for Fidelity’s high net worth and Portfolio Advisory clients.