As business SME, acted as custody settlement consultant for acquirer of corporate trust business• Assisted fully remote back office operations team with daily settlements, free movement, and pre-funding/liquidity functions• Collaborated with settlements manager to resolve issues, train staff, and identify documentation needs for audit• Wrote release notes and procedures for enhancements to internal trade management tool sending transactions to subcustodian• Acted as business SME for custody integration tool developed by in-house technology team for this businessProject manager for acquirer of institutional trust and retirement business• Facilitated legal, risk/compliance, and regulatory reporting workstreams including drafted meeting minutes, updated project plan, coordinated with outside counsel and organized review of documents, mailings, amendments, etc. to effect transition to new provider

Managed a program of multiple inter-dependent projects following Enterprise Project Management Methodology (EPMM) for the Global Plus, Global Office, Global Data Store product suite.• Oversaw all aspects of assigned programs throughout the program lifecycles to ensure completion within the defined scope, quality, time, and cost constraints• Drove problem resolution and risk mitigation for escalated issues, problems, and risks• Led status meetings, tracked and maintained detailed issues and risk lists, and prepared appropriate project meeting minutes and status reports for external clients• Met regularly with internal colleagues to ensure that integration issues were identified and resolved

Worked with President/Chief Trust Officer to launch a de novo, Illinois state-chartered, non-depository bank wi• Proth fiduciary powers.• Spearheaded the effort to find outsourcing partners to provide trust accounting and back and middle office operations support• Oversaw the impact study, configuration, and implementation of a multi-currency trust accounting system• Acted as Chief of Staff to Chief Trust Officer/President• Developed policies, practices, systems, and controls needed to operate in a safe and sound manner• Provided vendor oversight, analysis, and due diligence needed to review or cancel vendor contracts• Coordinated Board of Directors' meetings, maintained agendas, and produced official meeting minutes • Provided production support for internal departments and external clients• Performed client-facing trust administration work for all Aon Trust Company clients, working with other parts of the Aon Hewitt organization to coordinate serviceAccomplishments:• Within several months of bank’s chartering, assets under administration for ERISA plans was $86 million.• Oversaw the operational and administrative conversion of the Aon Hewitt Collective Investment Trust with 21 funds in three unit classes totaling $2 billion in assets from prior trustee.

Advanced to direct the entire institutional custody team, including five market segments (RIA, government/insurance, corporate, mutual funds, and money market portal) and a middle office group.• Held responsibility for P&L and 20 direct reports. Ensured compliance with trust-wide, bank-wide, and Department of Labor policies• Worked with the compliance and risk teams during routine audits by the Office of the Comptroller of the Currency and the bank’s internal audit department.Accomplishments:• Minimized the chances of the bank taking on business it was unable to perform by instituting a formal policy that required all RFPs and fee proposals be reviewed and approved by the business unit manager, market segment manager, and compliance and legal departments.• Participated in conducting a profitability analysis on a market segment that led to the bank resigning from unprofitable business and initiating fee increases for other clients.• Reduced the number of exceptions identified by the compliance unit by standardizing account opening procedures.• Improved adherence to trust-wide policies by requiring staff to complete loss and risk reports in a timely manner.

Recruited to implement several white label money market portals housed by Bank of America as well as overhaul the existing Union Bank portal. • Spearheaded all aspects of conversion and implementation, including negotiating contracts with investment managers; working with the legal, risk, and compliance departments to ensure materials met organizational standards; coordinating activities with BofA staff and white label partners; developing content with the vendor; writing test scripts; ensuring the portal’s technology requirements aligned with the capabilities of the underlying custody systems. • Maintained a $250K development budget• Became business/product development manager of the portal team following portal launch and supervised six direct reports.Accomplishments: • Completed portal development and launch in seven months, enabling the white label portals to be removed from the BOA system by October 2009 and allowing an additional $6B in assets under administration to be added to the portal product (double the existing amount).• Led the portal team to create formal desktop procedures for its duties and establish an entirely new process for handling revenue share payments, payments to white label partners, and wiring of client redemptions.• Earned the Institutional Services division’s ‘Going Above and Beyond’ award in 2009.

Initially performed as a consultant for five months to investigate discrepancies with cash sweep accounts. Was then hired as full-time trust operations manager for the settlements group to cover the Depository Trust Company, Federal Reserve Bank, global custodian partners (Union Bank of California and Citibank), money market and mutual fund companies, and bank vault. Supervised eight onshore professionals and seven offshore associates (Mumbai, India).• Identified the approximate cause of cash sweep account discrepancies and restored balance to the accounts. • Partnered with the operations team to devise strategies for handling the Lehman bankruptcy as it related to money market holdings; addressed the bank’s receipt of proceeds ‘in kind’ rather than in cash.• Contributed to establishing a more cooperative and collaborative working environment following a bank-wide initiative to achieve cost savings through layoffs.

Served as global project manager to oversee the development, launch, and maintenance of LaSalle MoneyMarkets Express, a portal product. Scope of responsibility encompassed functional specification development; investment manager contract negotiation and review; legal, compliance, and risk management documentation completion; facilitation of meetings among internal and external groups; test application; rollout and launch of the application to the client base; and management of ongoing enhancements. Trained UK staff onsite.• Completed product development and implementation in six months. Developed client service and operational procedures as well as marketing materials used to sell the product.• Played a key role in growing assets to $10B under administration, as the portal helped secure new, previously un-captured money.• Negotiated agreements to launch three additional private label portals based on the MoneyMarkets Express model.

Supervised a product/sales support team in handling content for internal/external websites, collateral material, special events, and tradeshows. Reviewed RFPs with sales staff to identify those to which the company would respond.• Created an RFP/RFI database for institutional custody and employee benefits products; increased RFP wins by improving RFP development and tracking.• Delivered presentations at user conferences on implementing RFP software and spoke at a B2B marketing group breakfast regarding a successful integrated marketing project.