The Krueger Hat Trick Foundation is dedicated to providing hope and support to Heart Warrior families fighting Pediatric Congenital Heart Defects/Disease.

● Accountable for 6-10 direct reports and supervise trade confirmation and allocation of Fixed Income securities, as well as onboarding of new client relationships, including document and information gathering and oversight of responsibilities across teams.● Empower associates to broaden skill sets and think creatively to better service clients while adhering to policies and regulations by instilling the organization’s vision to achieve goals and surpass production expectations while maintaining quality and customer service integrity.● Identify talent by organizing innovative recruiting campaigns to ensure strong candidates and maintaining a strong partnership with recruiters and managers.● Orchestrate departmental change through consistent motivational and supportive conversations with associates, thus encouraging associates to find inefficiencies throughout their day and think through a solution to move the business forward.● Meet with top institutional clients regularly with Operations Client Relationship Managers to discuss upcoming industry events and important metrics, including efficiencies that can enhance the relationship.● Foster strong relationships with personnel on all levels within both Fixed Income Sales and Trading desks to ensure a flawless execution and settlement.● Manage relationships with institutional clients, asset managers, regional banks, and other large financial services providers within both North and South Americas.

● Managed 15-20 administrative assistants and project coordinators across North America.● Constructed and managed department budget to ensure that monies are being spent appropriately and prudently.● Met on a regular basis with managers, including executives to evaluate needs and discuss feedback regarding my direct reports and the relationships they are developing with both their managers and their peers.● Created new onboarding process for new associates to ensure that all aspects of the role are discussed and appropriately trained, which allows for an efficient and effective new associate.

● Managed and oversaw 10-15 direct reports.● Increased daily dollars deposited by 8.3% by motivating associates to drive their success.● Improved department capabilities by 44% over previous year by implementing a department-wide cross training curriculum.● Restructured operational roles and assignments that significantly improved workflow and decreased overtime by 20% over previous year.● Forged strategic partnerships to improve workflow functions relating to check processing, decreasing risk by 70%.

● Responsible for support associates in their understanding of the industry through coaching and developing.● Identified gaps in knowledge and created continuing education programs to ● Successfully developed and implemented a process to stabilize contingency efforts by establishing formal training, measuring performance, and analyzing department impact.