Currently performing due diligence services for funds in order to provide capital introduction services. Set up and create email campaigns for clients.

Currently work as a consultant to provide business solutions - from process design through business transformation, due diligence and software integrations. Manage all aspects of day-to-day activities to ensure the profitable operation of the business including cost control, light accounting, cross selling, and business development.

Provided support for Client Services, Onboarding, internal Margin Collateral Groups, Fund Admins, Hedge Fund clients and Vendors. Also worked on projects to streamline various processes within Prime Services, as well as performing migrations from one database to another for reporting purposes.

Main point of contact for Hedge Fund clients and Fund Admins

Account Manager within Prime Brokerage, covering Hedge Fund Relationships and Fund Admins

Account Manager for Prime Broker Client Services

Relationship Manager for Correspondent brokers using PaineWebber for clearing

Assisted with Sales and implementation of software to assist with STP. Provided support once installed.

Worked on Mutual Fund Proxy Mailings

Sales Assistant for #1 Salesman at a Direct Mail Company.

As a Participant Services Representative at DTC, I was the main point of contact for many Banks/ Broker Dealers and RIAs.

Institutional Delivery System at DTC was to help the RIAs, Banks and Brokers with confirmations and affirmations.