Driving client growth, technology and operational strategy, and employee engagement through market intelligence, innovative solutions, fostering teamwork and employee opportunities across the organization. Analytical, strategic, and hands-on Business Leader with extensive experience developing and executing strategies that deliver high-quality, efficient, and effective business solutions. Highly-adaptable executive thriving in mid-sized, results driven environments across the financial services industry. Adept at optimizing processes and solving problems through cross-functional collaboration. Maintains a keen focus on the customer experience by gathering feedback, analyzing KPIs, and monitoring market trends. Elevates leadership skills and efficacy through education, coaching, and mentorship. Product Strategy Strategic PlanningBusiness Intelligence Multi-level Collaboration Operations ManagementQuality Assurance Industry Leadership Performance Management Leadership Development Regulatory Compliance Problem Solving Team Building Project Management Vendor Oversight Data-Driven Employee Development Business Development Analytical Insights Decision Making Mentoring & CoachingLeadership Highlights:Transformational Leadership: Drove forward key transformational change at Amercian Century within their Middle Office Operations pillar, leveraging combinations of core and innovative technologies to create scale and reduce risk in their global operating model, while reducing budget implications over the long run.Collateral Management Business Growth - Led the build of BBH’s Collateral Management product line; designing, implementing, and maintaining a strategic technology architecture, leading the expansion of global support teams, and driving strategy and revenue across Asia, EU, and US jurisdictions. Trade Management Product Innovation - Designed and implemented BBH’s Trade Management product line, leveraging a host of technology with a focus on automation, while leading a global support team responsible for ongoing support of the product and operations, resulting in new firm revenue and ancillary business growth. Mentoring Program – Designed, founded, and rolled out BBH Denver's mentoring program to enhance the employee experience, develop talent, and support a pipeline of high potential leaders across the organization.
Listed skills include Collateral Management, Risk Management, Mutual Funds, Fund Accounting, and 18 others.