Managed multiple programs to effectively transition operations for a new client implementation • Planned and implemented demand, supply and delivery solutions for complex projects in the digital publishing domain• Ensured transition effectiveness and adherence to corporate transition protocols• Continuous focus on identifying opportunities for process transformation and automation within individual service delivery streams

Manage and deliver multiple programs to streamline and automate the TAG processes.• Identify pain points within TAG operations, strategize with internal clients, development team and external vendors to find ideal technology solutions (build vs. buy) and oversee implementation• Instrumental in designing and implementing a digital workflow for interview management, right from schedule to offer. Solution reduced paper and manual entry dependency by 90% and on track to go completely paperless in 12 months. • Minimized delivery risks within new process automation and employed effective change management strategies so the new tools and processes are adopted effectively across the organization

Special liaison between US and India operations. Conceptualized and managed global programs relating to new service offerings and margin optimization • Managed multiple projects aimed at strengthening the offerings of a newly consolidated Business Unit. Deliverables included strategies for new service propositions and new market penetration • Identified and implemented cost saving measures (process consolidation, automation and offshoring) within existing global support functions – IT, HR and F&A. Efforts resulted in annual cost savings of $8.6 mm over five years • Identified gaps in service delivery within the sales and marketing support function and implemented corrective solutions. Efforts revived global end-user confidence in the team and resulted in 3 new functions and 1 new region being added to the delivery portfolio for the team

Re-engineered client relationship management practice within the organization, identified new revenue opportunities and directed implementation of best practices to exceed client service expectations• Organically grew existing business by renegotiating expiring contracts, recovering lost accounts and launching new services• Worked closely with Operations to identify and resolve delivery, process and compliance issues within each client team, leading to overall improvement in productivity and client satisfaction levels• Closed critical deals by serving as the subject matter expert

Key account management, upsell/cross sell services, manage sales campaigns and roadshows• Managed the Firm’s largest portfolio of institutional clients in global equities trading and custody (over $33mm). Clients included banks, brokerage firms and financial institutions based in Western Europe, Asia and Australia• Responsible for post-sales client management – introducing client to the Firm’s procedures, managing solution implementation and ensuring seamless integration on both sides• Identified cross-selling opportunities and worked with the Sales and Marketing teams to employ them; evaluated requirements and proposals to create the most effective solution for both internal and external clients• Served as a high level escalation point for client inquiries and coordinated between internal business units including Trading, Custody, IT, Tax and Compliance to resolve issues within tight deadlines

• Performed due diligence on Funds raising new capital from the Firm; analyzed investment strategy, financial information, prior performance, future trends and news runs relating to the Fund• Created detailed performance track records, attribution analyses and portfolio valuation analyses• Prepared comprehensive due diligence memoranda and presented to investment committee for approval

• Served as a vital link between the client and offshore team providing publishing services to bankers in the US and UK offices, with a focus on expanding services organically• Handled critical banking client relationships experiencing temporary service break-downs and managed expectations until service was restored• Assisted sales groups by reviewing new client requirements and developing delivery solutions for RFIs and RFPs (Requests for Information and Proposal)• Developed and implemented an offshore team to facilitate proposal creation and collateral management for the domestic sales and marketing team

Working from the offshore operations center in India:• Interacted with clients to determine their needs and provided solutions to all production and team-related issues• Managed team(s) to ensure timely production and delivery of sophisticated desktop publishing deliverables for US and UK clients