Versatile and accomplished financial and technology professional with extensive customer-facing activities (Sales, Marketing, Product) and investment operations experience for alternative investment firms (PE, Hedge, and Multi-Manager Portfolios).-- 7 years managing high-profile customer relationships, including: driving revenue growth via relationship selling, client advocacy, client community engagement activities, churn management, mobilization of internal resources, and ultimate owner of successful client outcomes.-- 3+ years managing a small fund operations team at a $3.0 billion registered investment advisor that was focused on generating consistently low-volatility returns, with little to no beta with debt and equity markets.-- 7+ years managing operational- and accounting-related tasks at a $1.7 billion multi-strategy, multi-prime, global hedge fund. Daily cash, position, P&L reconciliation and discrepancy resolution, performance measurement, trade and compliance support, NAVs / audit, project management and systems maintenance.-- 5+ years in product management at a large financial software company. Responsible for: business requirements definition, market validations, pricing, product marketing and launch activities, sales support and documentation.-- 4+ years in application development / service of a market-leading investor allocation system.-- 4+ years in marketing and service at a large mutual fund company.Specialties: Financial-related: fund accounting, trading and daily operations, performance, prime brokerage, reconciliations, NAVs, financial statements, Systems-related: Aladdin, eFront (Invest, Investment Cafe, Insight), Advent (Geneva, Axys, Partner), Eze Castle, MSPA, Reuters Bridgestation, Pertrac, Peachtree, Backstop, Cogency.....Technology-related: product management, project management, market validation, competitive analysis, market research, product launch, pricing, release lifecycle, service and support
Listed skills include Hedge Funds, Fund Accounting, Alternative Investments, Prime Brokerage, and 21 others.