• Planned, directed and coordinated activities of multiple projects ranging from $750,000 to $1.5 million in yearly Professional Services fees. These projects provided a reporting platform for large Financial Banks, Hedge Funds, including Hedge Fund Administrators.• Defined project scope, objectives, staffing, resources and deliverables. Managed teams in NY and India (Bangalore and Mumbai)• Created and managed project budgets which were presented to Senior Management weekly (both internal and with the client)• Managed the relationship of my clients. This included daily/weekly meetings with all project stakeholders, working within VistaOne to ensure the client receives quality service both with the Product and Custom Service• Managed all Production Issues for my clients- this included formal Root Cause Analysis Documentation, Risk Assessments, etc

• Managed the on-boarding of several large Hedge Funds into Citco’s Investor Relations (IR) Operations (business and technology oversight). • Product Manager for a CRM System (Digiterre/dCRM).- Head of the global focus group- Created an ‘e-learning’ module for both training purposes as well as ensuring the tool is used the same way globally. - Created test plans and case scenarios to ensure new releases worked seamlessly. • Product Manager for an Email Management Tool for IR (Moxie Software)- Managed the vendor selection process.- Coordinated the contract negotiations between the vendor and Citco. - Analyzed business requirements and ensured the tool contained these features. For all requirements the tool could not accommodate, ensured Citco agreed on an appropriate work around.• Managed the process of moving Citco’s PE IR Operations from Citco’s Toronto office to the Jersey City office. • Senior member of Citco’s Investor Website (CitcoOnline) focus group.- Formulated a global rollout plan for Senior Management.

• Served as the business analyst and project manager for the entire project life cycle from requirements to implementation.• Liaise with external vendors to develop and implement customized solutions (Investran).

• Managed the full global implementation and support of various products in Prime Brokerage and Goldman Sachs Administration Services (GSAS). • Conducted meetings with top tier Hedge Funds to both present Goldman’s products and services, but also solicited feedback from the respective client regarding how to improve Goldman’s product. • Completed GSAS projects.- Investor Portal (powered by CorrectNet) - Email notification, enhanced user file process, managed multiple upgrades of the application. - On-boarding project- met with GSAS managers to understand and ultimately document how new clients are set up.- ISS (IFS investor servicing software) - managed global upgrades of the software, specified/managed the vendor in creating customized client reports. • Completed Asset Servicing projects.- Managed the rollout of an intraday asset servicing feed to both PB and GSAS portfolio accounting engine. - Enhanced asset servicing feeds with mapping several event types into Advent Geneva. - Facilitated the rollout of outgoing SWIFT messages of corporate action notifications.

• Managed five-seven Business Analysts • Directed the on-boarding process for all new clients (Middle Office/Back Office Operations and Connectivity). • Oversaw the post ‘Go-Live’ actions including existing Clients adding an Order Management System into their Infrastructure, Conversion of funds not administered by Citco, etc.• Managed the Vendor relationships of Citco clients. Some examples were Eze Castle, Macgregor, Risk Metrics, etc.

• Managed all implementations of TLM for Corporate Actions- the complete end to end (STP) Corporate Action Process. • Supervised support team for existing Corporate Action clients. • Performed business analysis on corporate action vendor feeds including SWIFT, Bloomberg and FT Interactive. (The SWIFT message types include MT564, MT565, MT566, MT567, and MT568).

• Managed a team of fifteen project managers focused on new implementations, ongoing account maintenance and relationship management. • Ensured all system feeds internally from client or externally from other institutions are handled end to end. Feeds included financial securities such as equites, fixed income, derivatives, swaps, etc. •Created and conducted sales demonstrations/seminars to potential and existing clients.

• Responsible for daily fund accounting of 45 Merrill Lynch’s Unit Investment Trust portfolios.