Appointed Co-Head of Client Services to achieve aggressive expansion targets.Corporate Trust Document Custody Stability and Tri-Platform replacement initiatives – Product/Business Project Lead (2013-2015 initiative) Directly lead, drive and push platform stability initiatives (Q3 2013) as well as new platform deployments. Intense hands-on engagement spanning product, technology, operations and business. Member of Steering Committee: investment/vendor approvals (Q4 2013); planning, preparations and development (Q1, Q2/2014); Testing (Q4 2014 +); Successful Phase 1 Go Live (May 2015), Phase 2 Residential Warehouse/Full Go Live (Q4 2015).

Built/revitalized the DBTCA CMBS service offering by leveraging/building client network (2007 strategic hire). Roles span: sales, product, analytics and active engagement with administrative and deal closing teams (training/building knowledge pool). Result: 20% market share, #2 ranking by 2014 (mid year), from ‘zero’ translating to 100 plus deal assignments (70bn AuA to date). Clients include Bank of America Merrill Lynch, Barclays Capital, Cantor Fitzgerald & Co., Castle Oak, Citigroup, Credit Suisse, Deutsche Bank, Drexel, Goldman Sachs, Guggenheim, Jefferies, JP Morgan, KeyBanc, Morgan Stanley, Natixis, Nomura, RBS, UBS, and Wells Fargo.Key contributor to securing participation in 3 Freddie Mac structured finance programs.Member and participant in industry CREFC and DB US Product forums/initiatives.

• Lead platform re-development initiative – Alternative Funds Services Console (2010 - 2012) Collaboration with AFS Business/GT.• On-boarding (Smart-Sourcing/White Label) of a leading market Mortgage Loan Due Diligence Provider (2008, 2009) as a ‘sister’ offering to Corporate Trust Document Custody.• Key contributor to S&P IMAKE Modeling platform (2007 to present) as well as ancillary solutions such as DB’s Trustee Investor Reporting website since 2010 to meet industry, regulatory and client requirements.

Managed 16 member team (3 team leads/specialists). Senior interface with Master Servicing Unit.Supervised modeling of over 700 ABS, RMBS, CMBS deals for payment, investor and tax reporting.Platform development, design/redesign, enhancements to support growth and meet client/industry/regulatory requirements.Strategy/product development/client interactions for new product considerations (MACRs, Reverse Mortgages, CRE-CDO etc.).Strong visibility across the organization up through Americas Regional Management. Selected for 2005 Pilot Management Training program (location: ABN-AMRO NA head office, Chicago).

2004 - Team Lead/floor manager. 20052003 - Lead on RMBS product expansion (Bear Stearns/Lehman accounts (high-growth)). Reg AB reporting package/engines.Senior Analyst/Modeler/trainer CMBS/RMBS modeler (over 100 deals modeled).