Erik Lund Email & Phone Number

New York, Ny, Us

New York, New York, United States

New York, New York

• Act as product owner and key decision maker for development of strategic onboarding tool: • Ensure business process and flows align with target operating model • Provide weekly status updates to senior stakeholders• Manage a team ensuring all new client onboards are consistent with the firm’s Anti-Money Laundering (AML)/Bank Secrecy Act (BSA) policies, procedures and practices• Nominated as Global Client Manager to lead pilot program for high profile clients designed to: • Consolidate global account opening and reduce time to market to five days • Ensure client has one centralized point of contact • Coordinate and track periodic review and renewals of global accounts• Reduced onboard cycle times by 70%, through process improvement and standardizing work flows• Enhanced the client experience with the development of a client facing Know Your Customer package (KYC)

Jersey City, Nj

• Implemented technological enhancements and development of an internal reporting tool which reduced risk and improved internal efficiencies• Monitored 1940 Act Fund transactions to ensure that Goldman Sachs Asset Management LP was in compliance with SEC rules and regulations• Team lead responsible for ensuring new business relationships met KRI (key risk indicators) in line with Know Your Customer and Anti Money Laundering policies• Managed weekly meetings across business regions to identify key risks, issues and propose solutions to mitigate risks

Stamford, Ct

• Eliminated trade settlement errors by 95% by developing a new recall process that integrated multiple business applications• Increased P&L by 3.5% and improved billing accuracy by restructuring the rate change process