-Lead a team of eight, supporting enterprise clients with ~1300 mutual funds and $1.4T in Assets-Recent lateral move to manage a team for BNYM’s largest and most high-priority custody client-Leverage tools & technologies to produce & report metrics on staffing requirements and client demand-Gather/analyze data on client inquiry volume and assign client coverage among team appropriately-Report and present team efficiency statistics to senior management using specific metric models-Project manage the Custody Client Experience for onboarding new clients -Work closely with business partners to promote custody products from RFP to go-live-Develop project tracker for target milestones throughout conversion process, ensuring CSE team hits each milestone on time-Create task lists and allocate FTE to support client once live -Consolidate metrics data and generate insights in management reports for clients-Led team through work from home transition during pandemic with no financial or reputational loss-Aided clients in their work from home transitions, identifying and implementing opportunities to enhance efficiency in trade and cash instructing

-Generated 25% efficiency improvement by pitching clients on self-sufficient reporting/cash handling platform, reducing inquiry volume by ~20% and manual cash processing by ~60%-Supported manager in staffing decisions and training of new representatives-Effective escalation point for top-tier mutual fund clients and internal teams-Liaise with client senior management, seeking efficient solutions to highly escalated issues-Implemented Follow the Sun model for global client, liaising with teams in EMEA and APAC regions

-Responsible for analysis and reporting of client fund activity, approving daily reports and cash movements-Key player in onboarding project for conversion of high-volume custody client-Satisfied reporting and custody needs of 37 Investment Managers with delivery of automated solutions-Designed and implemented new organization model & assigned workloads across team

• Proactively act as a liaison for Fidelity, brokers, sub-custodians, and processing teams to ensure settlement of Mutual Funds with a focus on providing quality customer service• Create and scrutinize daily, weekly, and monthly reports to ensure cash operations, trade processing and settlement are in alignment with Mutual Fund forecasts• Reconcile portfolio transactions and ensure timeliness of updates on all daily control reports, including actively monitoring and reporting overdrafts• Conduct team SME (Subject Matter Expert) presentation trainings on specific job functions• Train and orient team members and new hires on all policies and procedures • Create agendas and lead meetings for groups of up to 25 people including Seniors, VPs, and Department Head• Identify improvement areas in current processes, take initiative to develop new processes where efficiency can be further enhanced

• Analyze and create financial reports for Fixed Income Trades, Cash & Position Reconciliation, and both Tri-Party and Bilateral Repos• Work with department managers and administrators to research discrepancies, and ensure accuracy of Financial information in order to develop solutions and implement corrective action• Developed strong understanding of domestic fixed income security market as well as global securities/FXo Responsible for settlement of Treasuries/MBS/Bi-lateral and Tri-Party Repos/Time Depositso Worked with Domestic (FED & DTC) and Foreign settlements areaso Built strong client relationship with largest BNYM client o Resolved approximately 400 tracked client inquiries per month• Completed all day-to-day tasks with minimal risk and no claims• Account reconciliation and work closely with accounting teams to ensure flawless cash reporting

• Receive checking and savings deposits: verify cash and endorsements, receive proper identification for cash back and issue receipts of deposit • Answer customer inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and consumer privacy policies • Annual testing pertaining to bank and customer information privacy