Lori Landage Email & Phone Number

Experienced professional and member of senior management within the private and public sectors of investments, alternative investments and wealth management, legal/securities, financial/technology services (SaaS), transfer agent/trustee services, employee plans and equity compensation and investor/shareholder services with a primary focus on the client experience in very diverse and complex operational areas. Below is a brief summary of my skills: Building and leading teams including hiring, coaching, performance management, training, mentoring and supporting work/life balance to create a high performing team environment (past teams have included: client service, portfolio management, relationship management, global project management office, reconciliation, back office operations, contracts administration, taxation, system security administration, reception) Understanding of various areas of overall operations management including, but not limited to, office and safety premises, business development, client service, vendor/partner relations, project management, business/process change management, operational workflows, complex integrations, implementations and conversions Oversight and strong understanding of a broad variety of investment operational areas including but not limited to: client services, account onboarding and activation, securities and money movement, registered account processing, trade settlement and corrections, fund operations/administration, mutual fund processing, corporate actions, security processing, reconciliation, client tax reporting Budgetary responsibility and tracking Identify and implement processes and procedures for improved changes in order to create efficiencies and cost reduction Risk management, policies and procedures, compliance and regulatory obligations Lead complex projects and developing strategies that advance business objectives Leader in client service delivery, achieving top client satisfaction ratings Business development, contracts administration/negotiation Business partner/vendor relationship management, both internal and external stakeholders: fund administrators, transfer agents, custodians, trustees, sub-advisors, and legal partners Extensive consulting and relationship management experience as a strategic partner for integration, on-boarding and stabilization working with executive, finance, legal, human resources, compliance, project management, contracts administration and business technology with countless corporations across Canada, including the Big Five banks

Listed skills include Management, Leadership, Equities, Relationship Management, and 18 others.