Senior Client Executive, Northern Trust Hedge Fund ServicesPrimary responsibilities:Develop a deep and enduring relationship with multiple flagship clients by providing outstanding client service, thought leadership, and subject matter expertise in the areas of Global Custody, Investment Operations Outsourcing, Alternatives Asset Servicing, Investor Services and Fund Administration. . Accelerate profitable growth through delivering against client needs, expanding the existing relationship via cross sale, reducing risk and managing expenses.

Served as the North American Head of Service and Delivery for all Global Fund Services Custody clients (approx 200) representing about $1 trillion in assets under administration. My responsibilities include: • Overall responsibility for a staff of 30 individuals whose primary responsibility is to provide clients with middle and back office support across all aspects of global custody operations. • Responsible for setting clear goals and expectations for direct reports and completing annual performance management process in accordance with organizational standards. • Responsible for representing division as North American lead in client service review meetings, due diligence visits, sales presentations, and client servicing remediation efforts.• As a senior member of the Global Fund Services Management team, contributes to departmental solutions for managing and mitigating all aspects of Compliance Risk, Credit Risk, Fiduciary Risk, Market & Liquidity Risk, Operational Risk and Strategic Risk.• Develop client service objectives that will enable the team to fulfill its professional responsibilities, satisfy client needs, and aim to exceed client expectations.• Effectively manage expense plan/targets while managing new business/client demands with an emphasis on highly manageable expense categories (i.e. headcount, overtime, travel, etc).

• Overall responsibility for 120 investment manager and client relationships, which require operating on an overview level, monitoring service and implementing strategic investment manager initiatives. • Ensure overall satisfaction through formal onsite calling program, regular service reviews, periodic roundtable discussions, and industry surveys.• Required to develop a firm understanding of industrywide products, and regulatory standards and developments impacting SWIFT, ISITC and AMF.• Responsible for identifying and communicating new business opportunities to Sales Support.

• Responsible for hiring and managing a team of fifteen service representatives, each striving to ensure quality service for more than 900 investment manager and client relationships. • Responsible for each individual’s annual and semi-annual performance reviews, year end merit and incentive, as well as ongoing career discussions.• Responsible for identifying areas of operational & procedural risk and working closely with partner areas on ways to improve policies and procedures aimed at mitigating that risk.• Work directly with clients and investment managers on ways to automate trade communication and account reconciliation methods.

• Responsible for the management & development of financial institution and retail accounts.• Responsible for the sale of Equities and Options, as well as Agency, Mortgage-Backed, Municipal, Corporate and Government related debt securities to institutional & retail investors.• Responsible for cross selling NT’s account Liquidation and Restructure products. • Daily interaction with CFO’s, CEO’s and presidents of depositories, corporations and money management firms.