Award-winning financial services manager with leading investment management and banking firms. Wide-ranging operational experience, recently in employee compliance, project management and process reengineering. Strong history of turning around struggling operations – both in-house and outsourced. Confident leader with proven organizational ability, strong verbal and written communications skills, and the ability to make decisions that are grounded in common sense.I can help you bring order to the chaos. My fundamental skill is taking struggling organizations, pin-pointing the root cause of the problems, solving them and moving on to the next challenge. While my background has been in the Financial Services industry, my skills are transferrable to any struggling organization. Most every organization has people, processes, information and technology and these tend to be the four categories where the root causes are found. If you need to raise an organization's performance, we should talk. My experience encompasses project management, employee compliance, client service, ERISA accounts, product management, vendor management, transaction processing, trade operations, performance measurement, reference data, and people management.
Listed skills include Mutual Funds, Hedge Funds, Portfolio Management, Derivatives, and 19 others.
