Financial Services Business Executive with global Operations and Technology experience spanning the investment management, mutual fund, retirement services, securities and outsourcing industries. Extensive management and leadership experience, 3.5 years earned during an international assignment for a global money management firm. Versatile manager, leader, coach and mentor with a demonstrated track record of building high performing teams. Experienced managing multi-site operations, information technology and client service organizations.Extensive business process improvement, reengineering and technology implementation experience. Excellent prioritization and project management skills. Adept at defining strategy and translating into executable plans.Enables financial services companies to increase client satisfaction and profitability by building efficient, cost effective and scalable service organizations. The results solve problems, reduce risks, attract and retain clients, roll-out new products, enter new markets and expand business growth opportunities.Experienced Chief Operating Officer (COO) and Director of Operations, Client Service and Technology functions with specialties including: Global Asset Management, Investment Operations, Technology, Client Servicing, Trade Services, Middle & Back Office Operations, Data Management, Human Resources, Financial Services Software, Expense Management, Compliance, Risk Management, Vendor Management, Transfer Agency, Fund Boards, Fund Accounting & Fund Administration, Outsourcing, Strategic Planning and Execution, Project Management, Process Improvement, Start-ups, Organizational Turnarounds, Performance Metrics and SLAs, and International Assignments.
Listed skills include Financial Services, Asset Management, Portfolio Management, Risk Management, and 27 others.
