As the Head of the Procursys Customer Success Team - responsible for the overall development, performance and maintenance of the customer service activities of the organization. Collaborate with cross-functional teams, such as sales, marketing, and operations, to ensure a seamless customer experience and alignment of customer service goals with overall business objectives. As a member of the Procursys Service Provider Accounts Payable Team - responsibilities include preparing and submitting invoices, ensuring invoices are complete and accurate, tracking payment status and resolving payment disputes.

As part of the BBH FinTech (Infomediary) Product Development Team - responsible for product/application development, business analysis, research, and quality management that will support key business initiatives.

Partnered with relationship managers, global sales department and head of business operations to ensure successful financial messaging product implementation and on-going client service management.

Team lead in the Infomediary Client Service group. Partner with relationship managers, global sales department and head of business operations to ensure successful financial messaging product implementation and on-going client service management.

Provided superior service to assigned client group and ensured effective delivery of financial messaging technology products. Built and maintained relationship between clients and all Infomediary related service areas. Operated as spokesperson for clients to ensure appropriate decisions were made related to client-related technology development and maintenance activities. Direct liaison between the client service group and systems, products and implementation departments.

Performed analysis, research, and testing to support a suite of financial messaging technology products. Ensured accurate business functionality, requirements, and industry standards addressed within service level agreements. Researched client inquires, identified solutions and effectively resolved problems

Partnered with Portfolio Managers and Product Engineers to provide fund investment support, reconciled portfolios and evaluated performance; analyzed trade confirmation, cash availability, trade delivery settlements and pricing accuracy assurance

Teal Lead for account controllers responsible for mutual fund accounting and pricing