•Assist in all aspects of Deutsche Fund Board reporting, as well as reviewing daily, monthly, and quarterly surveillance reports to ensure compliance with the Investment Company Act of 1940 •Responsible for establishing procedures and maintaining control frameworks for regulatory monitoring. •Analysis of funds’ asset segregation and preform manual calculations of the derivatives within senior securities •Review and research daily surveillance reports for determination of account breaches•Collection of monthly sub-advisor and quarterly service provider with escalation, tracking, and reporting of issues

•Developed team members to increase responsibility and business acumen•Composed operational plan for Transfer Agent conversion•Utilized strategic thinking to create yearly operational plan•Challenged status quo with Product Development team in regards to technology enhancements•Ensured team processing deadlines and deliverables met SLA standards•Currently restructuring registration processing cycle time by 50% through lean Six Sigma project

•Coordinated over 350 items in user acceptance testing (UAT) for new Private Equity Broker Dealer System•Oversaw efforts to support enhanced trading frequency for 20 funds•Directed trading processes for daily traded fund launch•Conducted interviews and made recommendations for staffing needs•Managed new hire onboarding and orientation process•Administered aspects of staff performance; performance evaluation, progressive discipline, mediation of staff disputes•Coordinated functionality of team processing for business continuity planning

•Oversaw monthly trading process of over $70 million in trading activity for proprietary futures funds•Trained team members on trading, reconciliation, and verification of five different product lines •Coordinated UAT for trading team of over 200 items for new Broker Dealer System

•Supported strategic initiative of Exchange Traded Notes (ETN) sales launch•Educated investors and financial advisors on benefits of 22 ETNs with total market capitalization of $600 million•Designed training program and procedures for new hires•Utilized outstanding client service skills while assisting high net worth clients over $5 million