-Leading integration efforts with Invesco related to market data vendors with a goal to build cross-firm efficiencies and generate cost savings. -Manage a portfolio of 40+ vendors with a total spend of $15M. Vendors include Morningstar, MSCI, Factset and FTSE. Generated annual savings of 5-10% of spend though creative negotiations, and strong partnerships.-Drive vendor/service rationalization projects by partnering with business stakeholders throughout the organization.-Business lead in building out a framework for the FITS (Financial Information Tracking System) market data inventory implementation. -Enhanced the end-to-end vendor life-cycle which includes contract negotiation, procurement of licenses, resolving business inquiries, invoice execution, and budgeting, forecasting and accruals. Knowledge of the Procure to Pay (P2P) process, and technology solutions which is accomplished by partnering with all related internal teams which includes IT, Finance, and Legal.-Saved $1M+ by orchestrating the RFP selection to onboard Confluence to handle our regulatory reporting for the new SEC Modernization rule.-Produce and deliver 100+ quarterly client reports, including overseeing all reporting aspects for our College Savings (529) plans. -Improved the end-to-end reporting process for generating fact sheets, pitch books and other client reports for the Separately Managed Account business. -Collaborating with various teams on the Invesco integration efforts related to client reporting.-Oversee a disclosures repository, which has over 150 users, and houses over 1,000 disclosures that are published in all client reports and our websites. -Guide a team which oversees a workflow tool used by 200+ users across legal, compliance, marketing and client reporting. -Formalized a process together with legal and compliance to oversee our SEC and FINRA regulatory reports, and continually look at ways to automate and eliminate manual processes.

• Responsible for renewals, negotiations, license management, inquiries and identifying cost savings, for market data vendors, including Morningstar. • Streamlined monthly and quarterly report delivery to outside vendors.• Work with several groups within technology to deliver enhancements and as well as satisfy new requests from product management, product reporting, risk & sales.• Manage the setup for new funds and changes to data on the web, and outside vendors such as Bloomberg, Thompson, and Morningstar. • Successfully completed multiple projects as the Product Owner for a internal agile team working alongside product management, and the digital teams.

• Responsible for all plan board reports, outside consultant reports, and any ad hoc requests both internal and from our state partners. • Supported sales thru delivery of monthly and quarterly reports as well as data analysis.• Lead the redesign of all forms and handled any ongoing maintenance.• Managed the design of the report portal for each state to access daily activity, assets as well as a hub to post all reporting activities.• Reviewed legal and marketing documents to maintain product integrity.• Managed all web projects, from enhancements to new requests.• Acted as a liaison with output, web, marketing, and the transfer agency. • Represented the business is annual state due diligence meetings.

• Worked with key accounts and broker/dealers to build processes around UMA account maintenance• Implemented efficiencies in all daily activities such as trading and reconciliation• Worked closely with the NY trading desk and custodians to build a step-out trading process • Responsible for all internal reporting and inquiries• Built a model maintenance process with the portfolio managers.• Assisted in building a process to manage trading the tax efficient accounts.

• Captured knowledge and experience from business experts to create an online advice application. • Worked closed with a team of developers to produce an online tool.

• Answered and assisted several clients with various questions regarding process and procedures.• Assisted clients in building efficiencies within the Security APL tool.