• Responsible for all cash management/treasury funding at a boutique real estate investment and property management firm handling a diverse portfolio of residential and commercial assets.• Office business/project manager with a staff of five property managers.• A/P, A/R, Treasury, Reconciliations, P/L for all areas of the business commercial, industrial, residential properties & appraisals.

• Independently licensed field underwriter and distributor contracted with seven financial product companies nationally, primarily focused on Equity Indexed Annuity & Universal Life retirement solutions.• Responsible for all small business support functions, from direct execution of marketing and operations to the coordination and integration of external professional consulting services in the areas of IT, Legal and Accounting.

• Licensed in Connecticut to sell Insurance and Annuities representing the Northwestern Mutual Financial network, provided clients with personalized risk and planning analysis for retirement.• Achieved additional certification for the distribution and structuring of complex Annuities, Indexed Universal Life and various other retirement and financial planning products.

• Quoted contract bids to buy materials for MPI’s procurement and supply chain management division.• Acted as the liaison for finance and accounting with MPI’s business partners and vendors, functioning as the lead project manager regarding the company’s Enterprise Resource Planning (ERP) system migration.• Led multiple inter-division Lean Six Sigma process improvement projects, most notably by incorporating MPI’s Commodities Purchasing, FX Currency Hedging, procurement and inventory data into the ERP system migration resulting in a quarterly savings of 225k USD.

• Assisted with the US PB division’s relocation from Salt Lake City to Stamford providing support for any gaps in client account coverage during the transition and training period.• Responsible for booking all prime brokerage trading activity, reconciliations, P&L position reporting; also identified areas for process, risk/control and training improvements while managing the implementation of various lean operations projects to achieve those goals.

• Coordinated all option and futures expirations on the NY market making desk for the global currency and commodities derivatives trading books; executed pricing/booking of all derivative trading, including interbank, broker, Precious Metals futures and Equities exchange trades. • Produced, analyzed, and reconciled both P&L and margin reporting for the global book on the NY desk; presented global End of Day figures to FRC (Fixed Income Rates Currencies) division management.• Served as the trading desk liaison with the credit, business unit accounting, legal, and operations departments.• Cut the daily foreign currency funding process time from 3 hours to 30 minutes by developing and implementing an automated cash management treasury funding system by drafting the businesses requirements and acting as the intermediary with IT.• Fulfilled timely process and system changes by communicating the requirements IT to ensure full compliance with the new Dodd Frank regulatory framework.• Conducted daily risk and control reconciliations for all trading desk activity booked internally and externally.

• Managed a three-member supervisory onshore operations team overseeing six offshore operations division managers covering cash / derivatives and operational work flows from trade affirmations, to interbank wire payments, clearing/settlement and P&L reporting.• Collateral department manager, oversaw daily margin calls, allocating short term cash reserves in overnight / reverse repos, with exposure to treasury securities lending and other various cash management responsibilities.• Negotiated ISDA, NDF Master, NPV and Novation legal agreements, resulting in a measurable savings on legal expenses.• Guided FICC (Fixed Income Currencies and Commodities) US Business Continuity Management (BCM) compliance, User Acceptance Testing (UAT) and coordinated annual internal/external audits for operations.

• Managed a three-member supervisory onshore operations team overseeing six offshore operations division managers covering cash / derivatives and operational work flows from trade affirmations, to interbank wire payments, clearing/settlement and P&L reporting.• Collateral department manager, oversaw daily margin calls, allocating short term cash reserves in overnight / reverse repos, with exposure to treasury securities lending and other various cash management responsibilities.• Negotiated ISDA, NDF Master, NPV and Novation legal agreements, resulting in a measurable savings on legal expenses.• Guided FICC (Fixed Income Currencies and Commodities) US Business Continuity Management (BCM) compliance, User Acceptance Testing (UAT) and coordinated annual internal/external audits for operations.

• Supervised a back-office operations team of three; covering domestic, institutional, and corporate client relationships for the equity/FX prime brokerage and hedge fund services business units. • Confirmed, instructed, and settled all Foreign Exchange and Option transactions while monitoring accounting breaks and conducting settlement investigations; supported multiple trading desks reporting P&L and currency positions.

• Automated the FX payments (SWIFT, Fed, ACH) and settlements process, saving over an hour of manual labor each day.

• Responsible for booking and tracking all security movement (both foreign/domestic: equity, fixed income, and derivatives) for the TIFF (The Investment Fund for Foundations) Multi-Asset and the Seix High-Yield Mutual funds • Daily and month end reconciliation of all general ledger accounting activity; with daily recon to investment manager and DTC mirror accounts• Accurately account for and report mutual fund cash transactions and balances to the client and invest residual cash balances in daily repossession agreements under strict deadlines