Business Management Support Services is committed to offering comprehensive management support tailored to the unique needs of small businesses. Our mission is to assist enterprises that face challenges in optimizing operational processes and handling back-office administration due to limited time or dedicated resources. We aim to provide strategic business analysis, leadership, organization, and project/program management solutions on a contractual ongoing part-time basis or for specified projects. By partnering with us, businesses can achieve greater efficiency, productivity, and success in their operations.

Performed market, SOE and enrollment analysis; defined and executed marketing initiatives; launched Marketing Committee with strategic plan.Implemented CRM software used to manage communications, centralize gift reporting and expand donor, local business and alumni relations.Led annual fundraising initiatives; raised contributions to PA EITC Program and expanded it's scholarship organization partnerships; developed athletic department sponsorship opportunities.

Oversaw, analyzed and coordinated projects for the operations department and its 6 business units. This required the need to analyze the current open initiatives with the business teams, report to operational and IT management the need for escalation, priority and proper resourcing. Often required to lead projects, manage the BA resources, coordinate and standardize the UAT testing approach, while taking the project from development, QA & UAT testing to implementation. This requires identifying and providing streamlined communication with proper stakeholders while liaison between IT and the operations business units.

In the Account Events role, I helped form and began to lead an operational team responsible for take-on of new institutional international client accounts, account transitions (custody changes/asset transfers) and client account terminations on behalf of the operational teams. This included: the set-up of new and existing bank relationships, streamlining internal and external communications, coordinating the department representation for standard and non-standard tasks, navigating the operational teams through custom set-up requirements, implementing unique account structures for various account types with various combinations of cash and security fundings in order to meet funding deadlines. I was required to have an understanding of internal operational trade processing and support functions for fixed income and equity products across the firm, yet provide the necessary leadership to get the job done. I also needed the ability to identify SMEs and related stakeholders to bring them timely information and solution issues in a timely manner. The element of Market Registration required working with our clients' banks to open international security and cash markets in time for account funding, and coordinating and/or updating market related documentation on as needed basis. I was the key SME in creating an effective tracking database for maintaining our custodian market opening statuses on a client account level and track our workflow. This role carried extremely high levels of financial and client risk to our firm if not performed with proper detailed attention to procedures and controls.

Specialized is processing and settling foreign exchange spot and forward trades on GTSS and Gemini with both CLS and non-CLS settlement. Became expert in processing emerging markets debt investments for fixed income. Used proprietary systems: FITS, Latent Zero, and GRM. Other vendor systems include: Global Link, Gemini, GIM2 accounting.Transitioned the FX equity product of over 900 accounts from the New York office to the PA location in Spring of 2010 participating in onsite training. Team lead for a custodial transition of 150 client accounts as it related to trade processing systems. Coordinated the migration of over 1000 client accounts to new FX trade processing systems for N.A. region. Resulted in the need to document and standardize processes, identify gaps of risk and implement further controls for daily processing.

Processed and settled fixed income investments of domestic fixed income, emerging markets debt and foreign exchange.Specialized in claim and overdraft charge processing for fixed income; recovered $400K and implemented controls to mitigate future risk. Accomplished at managing multi-system and data flows for trade processing while engineering databases and excel spreadsheets for specific Firm reporting and departmental use. Became proficient in working in a collaborative, fast-paced, open floor environment, while meeting global market deadlines.Systems: FITS, FI Processing, GIM2 accounting

In these years, provided administrative support to high yield portfolio management team and the legal & compliance teams. In this role, took on the administration of a securities litigation case that resulted in distribution of settlement payouts totaling over $237MM to more than 105 current and former clients. Prepared and maintained client meeting presentation books with standardized formats and charting. Performed regulatory filings to NASD and SEC on regular basis. Ensured client contractual documentation requirements were fulfilled for new and existing clients. Participated in research and organized analysis information, which identified specific language in our investment management agreements.

This firm is now owned by iStar Financial. TriNet specialized in corporate real estate financing in the U.S. I provided administrative support to the small staff of executives in their acquisitions Berwyn, Pa office. I was responsible for all aspects of office administration consisting of working with local printing companies for our presentations to the board of trustees for property acquisition approval, while being a liaison for IT and engaging with external vendors supporting the physical needs of the office, as well.