Technical and industry expert for complex Global Funds Services relationships as well as responsible for those relationships. Anticipate and identify opportunities for expanding business relationships. Act as key consultant to senior client contacts, assisting in policy or process redesign.Facilitate planning sessions to develop new solution to clients' needs. Create opportunities for enhancing client relationships through new products and services or increasing consulting activities.Ensure overall client satisfaction by facilitating efforts of service teams. Coordinate resources to ensure timely deliver, issue-resolution and effectively communicate client concerns/needs to service partners.Educate clients on emerging issues, regulatory and tax changes as well as the general financial environment. Translate the impact of these issues and changes on clients' activities and how they relate to the services provided.Cross sell products and services as well as lead the development of new solution to clients' needs. Coordinate presentations, bring in experts when appropriate, closes the sale, ensures smooth deliver of new services and communicate emerging needs.Manage client profitably. Anticipate and identify opportunities in a competitive environment, develop pricing strategies and work with the team to enhance profitability.Recommend new services and products with an awareness of organization impacts of these decisions.

Managed institutional investment management clients, including Public and Corporate Pension Funds as well as Endowments & Foundations. Sold all investment management products including, fixed income (taxable & non) and multiple equity strategies including Small Cap, Large Cap Value & Growth as well as Real Estate. Created and reviewed with clients quarterly performance reports. On boarded clients including contracts, fees and coordinating asset transitions.

Purchased, renovated and sold properties.

Managed and cross-sold to relationships within the Middle Market, consisting of not-for-profit clients, including endowments, foundations and pensions holding up to a billion dollars in assets. Sold to prospective clients as part of a sales team representing Relationship Management including RFP responses. Sold multiple products to existing clients, including transition management, securities lending and compliance reporting. Negotiated contracts and fees, responsible for relationships profitability and coordinated transitions.• Successfully absorbed clients from three Relationship Managers covering multiple states within one year.• Exceeded original sales goal by an additional 35% with annual revenues of $509K.

Managed a team of twelve Client Service professionals, who serviced seven global investment managers hired by the firm’s clients. The team managed had overall relationship responsibility including trade servicing, cash management, asset servicing and reporting in cooperation with functionalized operations staff. Responsible for all aspects of team management including headcount usage, career development, performance feedback & salaries. Also responsible for the strategic development of these relationships including daily service models, operational risk and any potential process improvements in addition to meeting team milestones for pending projects. • Managed changes to become a functionalized team in anticipation of department-wide ‘Centers of Excellence.’• Was defacto Relationship Manager for Investment Manager clients in the US.

Managed JPMorgan Investor Services’ relationship with a franchise client with over $66 billion dollars in custody assets representing revenues of over $30 million annually for custody and over $80 million in total to the firm. Part of an overall relationship team for different products and across the globe. Negotiated contracts and fees, responsible for overall profitability for the North American portion of the relationship, ran joint Proxy Committee with the client, coordinated transitions, managed tax and market account-opening documentation.• For two years lead firm-wide annual volunteer program JPMorgan Global Days of Service for division.• Integrated the assets from firm purchased by the client into existing servicing model.

Managed Investor Services’ relationships with sub-custodians in multiple Western Hemisphere countries across multiple product lines. Lobbied local regulators in each market on behalf of clients and the firm. Participated in presentations to clients and client due diligence trips to various markets. Worked with Network Managers in London and Hong Kong and Operational areas in NY, Bournemouth, England and Sydney to support the clients. Managed network management function as a product evaluating sub custodian performance, client utilization and cost/benefit analysis.• Created a weekly education program for Network and Risk Management for about 20 employees.• Network Management member of the due diligence team for the acquisition of the Morgan Stanley Trust Company’s custody business.

Managed network of 56 foreign bank subcustodians worldwide for both Harris and Bank of Montreal with over $36 billion in assets. Investigated new markets, opened new accounts and registered clients as foreign institutional investors. Wrote and performed sales presentations, as well as responded to RFPs for new clients, created surveys for existing clients, and developed bank-wide marketing materials. Tested, modified and approved new software releases for the multi-currency accounting and reporting system.• Established 17 new subcustodians in emerging markets in one year alone.• Reconfigured automatic SWIFT system for segregated accounts decreasing overdraft charges dramatically.

Custodian of $1 billion in assets on a multi-currency accounting and reporting system. Recalled securities on loan, executed foreign exchanges, investigated and resolved failed trades. Acted as single point of contact for fifteen investment management firms. Answered inquiries as liaison with Corporate Actions, Pricing, sub custodians and other areas of the firm. • Improved sensitive account's ranking from 34th (last) to first in one year. • Created an award winning new system for taxable accounts, increasing earned interest and decreasing clients’ taxes.• Involved with the entire product cycle, including creating and dismantling the Global Custody product for the bank.