BROWN BROTHERS HARRIMAN & CO., Boston, MA 2006 – March 2020 Vice President, Client Service Manager, Securities Lending (2013 – March 2020)• Entrusted to manage the day-to-day operations of 10 relationships including the largest client with total assets over $700 billion comprising 59% of department revenue• Daily forecasting and management of investable cash collateral, communicated directly to clients’ trading desk• Provided daily oversight of client programs ensuring adherence to regulatory and client specific parameters• Prepared and presented client program overviews as well as participated in due diligence meetings• Worked directly with clients managing credit limits and exposure to borrowers• Produced and delivered timely and accurate daily reporting to clients, enriching the materials in anticipation of potential client inquiries• Coordinated multiple seamless conversions and onboarding of new clientsVice President, Relationship Manager, Securities Lending (2008 – 2013)• Managed six clients overall securities lending programs which included establishing parameters, reporting requirements and ongoing servicing• Collaborated with clients to understand their risk tolerance and designed programs that met their needs• Created account plans and strategies designed to gain a larger share of their business• Worked with internal stakeholders to win additional business outside of securities lending• Educated clients and internal departments on the fundamentals of securities lending, including the different trading strategies and drivers of demand• Prepared and presented materials for client Board meetingsVice President, Client Service Relationship Manager, Investor Services (2006 – 2008)• Daily interaction with clients focused on issue resolution, project updates, and cross-sell opportunities • Managed a staff of 13 individuals, responsible for development and training, conducted annual reviews, and recommended compensation

STATE STREET BANK & TRUST, Boston, MA Vice President, Relationship Management, Institutional Investor Services (2003 – 2006)• Focused on managing the P&L of the business unit by seeking out cross-sell opportunities, taking advantage of efficiency gains, and winning new business through client confidence and rapport. Grew P&L from 5% to 28% in fiscal year 2004• Worked in a consultative role with clients to assist them in driving business decisions by utilizing industry knowledge and operational experience • Managed staff of 21 individuals, including budgeting, overtime, merit, and bonus, and had direct responsibility for all hiring and promotional decisions • Provided custody and accounting services for several Group Trusts comprised of 200 various types of investment strategies. Extremely complex pools, heavy volumes, and a two-day month-end close provided challenges unseen in other units • Experienced in swaps, bank loans, and many other difficult derivative securities• Coordinated and executed annual outside audits for client portfolios. Responsible for internal department SAS-70 and corporate audits. Provided SEC oversight on behalf of clients and ensured all funds met the rigorous standards of the OCC, ERISA, and Sarbanes Oxley• Coordinated efforts and had oversight over multiple business units and ensured client satisfaction bank wide. These areas included investor reporting, corporate actions, trade processing, securities finance, performance and analytics, investment manager relationship teams, fund administration, and daily pricing• Provided oversight and guidance to client related asset-in-kind transfers between multiple custodians and transition managers• Produced and presented monthly report card to clients, and led multiple internal and external meetings

STATE STREET BANK & TRUST, Boston, MA Assistant Vice President, Operations Management, Institutional Investor Services (2002 – 2003)• Managed daily operations of 80 trust portfolios • Added daily discipline to group processes • Primary contact for all operational functions such as fund accounting, custody, taxation, new fund setup, and general inquiries • In 2003, received recognition on the Client Survey for providing “outstanding client service” Assistant Vice President, Client Service Officer, Mutual Funds (1998 – 2002)• Managed relationship of a large mutual fund client with multiple fund structures including domestic and international equity, emerging markets, fixed income, fund of funds, money markets, and multi-class portfolio’s

Managed a team of 8, priced Mutual Funds and provided support to clients and internal stakeholders

Managed the daily operations of 26 Mutual Funds, managed and provided guidance to staff of 5

Was responsible for daily pricing and accounting of complex Mutual Funds. Promoted from entry level Fund Accountant to Senior Fund Account and then to Manager with 2 years