Cross Firms Black Employee Resource Group (CF BERG) - An informal network of ERG leaders, mainly in financial services, with the mission to create opportunities for professionals to network, share best practices, and collaborate on engagement and philanthropic initiatives to support their local communities.

Proud to announce that I started my new job today with Silicon Valley Bank in a senior custody role. Looking forward to an old but new challenge.

Co-Team Leader of the Ultra High Net Worth Group, servicing the needs of Ultra High Net Worth Private Bank clientswith total assets in excess of $11 billion Responsible for oversight of a team of associates who perform daily administrative tasks while managing their own base of Ultra High Net Worth Private Bank clients PWM's Custody Liaison with all areas of the bank in connection with the development and roll-out of new systems platforms and procedures, including needs analysis, testing and development Participate in joint sales calls with Private Bank Sales officers related to new clients and identifying opportunities for cross-selling additional products and services to existing clients Ensure entire team's compliance with internal policies, procedures, and regulations

Relationship contact for multiple high net worth individual and institutional client portfolios with assets in excess of $700 million Monitored accounts for various corporate actions including Security Reorganizations, Dutch Auctions, Put Redemptions, and Dividend Options, among others Coordinated various bank services such as Portfolio Lending, Banking, Tax Services, Gift Giving, Restricted Securities Processing and other client services as needed Acted as Liaison for back-office to help in resolving problems Worked with Relationship Managers to maintain current relationships and bring in new business

Trust, Investment and Private Banking Managed custody relationships of individuals and small to mid-size firms engaged primarily in investing in US markets Managed a portfolio of approximately 300 accounts Oversaw administration of account maintenance and timely resolution of client issues Developed marketing plans that include the identification of client upgrades and cross selling opportunities Gained a solid understanding of bank products within the trust and investment sector with the ability to refer clients or go on joint sales calls with Account Officers

Managed various complex custody accounts for high net worth families with assets in excess of $300 million Participated in business development through client contact to market bank products and services Acted as bank representative in business activities, contacts with clients, attorneys and beneficiaries Reported to senior management on recommended systems enhancements based on client needs Trained Family Office staff in the use of Boston Company internal systems

Worked closely with Client Relationship Manager on client requests and special projects Provided operational and administrative support for three major Family Office clients Monitored trades and performed ongoing account maintenance along with daily cash management Coordinated client service needs which include Banking, Tax Services, Gift Giving, Jumbo Mortgages and Lending

Managed client accounts including cash management, and acted as a liaison between internal bank departments Successfully applied knowledge of company policies and procedures Effectively utilized verbal and written communication skills in dealing with clients

Oversaw the timely creation of new accounts, legal files and general account maintenance Continually enhanced and redefined departmental procedures to ensure the highest level of efficiency Successfully managed all levels of department's personnel