Responsible for providing executive level direction and management oversight for financial planning, budgeting and budget analysis, accounting and business operations, finance controls and reporting,

Stone Coast provides independent individualized fund administration to over 280 hedge funds representing $75B assets under management. As an account manager, I worked with hedge fund managers and CFOs providing superior relationship management in fund accounting, investor services, financial reporting, legal and regulatory compliance and technology advancement. Results included:• Increased longevity of client relationships by developing secure meaningful relationships with hedge fund managers which led to referrals and prospective business.• Interacted daily with hedge fund managers and CFO's to act as a catalyst in providing solutions to trade problems, handling investor inquiries, and completing regulatory reporting.• Prepared the reporting and presented biannually at Board of Director meetings.• Directed summer interns on a wide range of projects often leading to gained efficiencies and improved productivity. Estimated efficiencies totaled about 25 hours per month.

• Managed all fixed income trading, interest rate risk, dollar roll activity, and accounting for all derivative trades executed on behalf of the bank’s $7.5B portfolio.• Developed re-balancing strategies to minimize ongoing exposures. For example, executed $1.2 B sale of securities within one month resulting in the improvement of annual net interest margin of 28 basis points.• Streamlined and integrated new trade reporting and accounting system conversions.

Senior Portfolio Manager, November 1999 to July 2004 Worked within a 7 person team that actively managed a $17B MBS portfolio and a $4.5B CMO portfolio: • Purchased over $10B in MBS and $3.5B in CMOs in 2003 and managed to meet income targets. • Utilized Yield Book to forecast runoff in various interest rate curves and monitored portfolio performance. • Consolidated 900 MBS pools into 50 pools to optimize both funding and operational efficiencies. • Collaborated with operations, accounting, and technology to enhance pricing efficiency and accounting of assets. • Coordinated three separate bank acquisitions and the integration of their portfolios into FleetBoston’s sheet.Senior Residential Mortgage Specialist, June 1996 to November 1999 Hired to manage all facets of the residential mortgage portfolio including securitization, risk management, market pricing, and all transactional activity. Managed the relationship with servicer of banks' mortgages after it was fully divested from the bank. Approved private banking loan requests, CRA program offerings, and any modifications and foreclosure proceedings. Responsible for the successful integration of whole loan mortgages after all bank acquisitions.

Responsible for managing a monthly mortgage pipeline of up to $40M. Successfully implemented and managed a diverse product line and negotiated contracts with investors for up to $100M. This was a senior level management position that incorporated the management of all the functional operations as well as participation in the development and implementation of the organizational strategic plans.

Senior Negotiator, April 1992 to October 1993 Managed over 100 financial institutional accounts in Massachusetts and Rhode Island that generated sales of approximately $7.3B per year. Conducted annual negotiations of master agreements, prepared and presented contracts to the Investment Committee; stratified, priced, and bought various types of mortgage loans.Sales Representative, 05/1991 to 04/1992 Responsible for inside sales and business development in the upstate New York region. Provided daily assistance to over 50 accounts. Planned, coordinated, and presented a variety of industry seminars on a quarterly basis. Promoted to Senior Negotiator after 11 months.