Vice President of the Wintrust Funds Group, a niche banking group focused on the alternative investment management industry. The group provides commercial banking services to private investment funds, investment management companies, and third party administrators.

TransitNet is a block chain and crypto company that provides a tool kit for crypto companies to securely share updates and manage voting, governance, and compliance with their token holders.

CapLinked helps enterprises of all sizes from the Fortune 1000 and large financial companies to small businesses securely share information, any time, any place with confidence. Developed first open API in our industry.

- Expanded the Trident Fund Services world class brand into the crypto marketplace- Helped to establish best policies, procedures and practices for crypto managers - Partnered with industry experts and outside firms to create new trade support infrastructure

- Trusted adviser to hedge fund clients- Communicated changed in market rules and regulations at regular service reviews- Drove additional sales revenues- Lowered balance sheet costs

- Full oversight for all Prime Services client-financing balances- Partnered with OTC clearinghouses to develop an internal processing system to support new fee schedules- Managed projects across multiple stakeholders and developers groups to deliver changes and upgrades within strict deadlines- Educated internal teams about complex financing methods and product offerings- Worked on new client facing technology

- Managed top revenue producing clients along with other high valued relationships- Enhanced product offering by testing and analyzing client reporting and firm processes- Remained relevant by transitioning across roles and responsibilities- Aided in outsourcing non-value added tasks- Cut costs by optimizing Account Managers workflows and firm efficiencies- Partnered with other areas of the firm- Wrote policies and procedures manual

- Began my career in the Prime Brokerage, Hedge Fund sector- Learned core skills including, client reporting, performance, margin, risk and financing- Reduced risk exposure by automating processes- Participated in ad-hoc value added working groups to help grow technology and business revenues

- Solidified my foundation within tax and fund accounting- Grew my roles and responsibility and became a valued seasoned team member- Managed a team of six accountants ensuring the accuracy of published mutual fund NAV's- Calculated daily Net Asset Values and conducted compliance tests to ensure funds adhered to SEC regulations