Trade Operations Manager - Responsible for settlement of Fixed Income, Structured, Private & Equity Assets. Manage team of 5 individuals covering all daily, weekly, monthly processes and functions. Trade operational "face" to the business, traders, portfolio management, accounting, reporting and compliance.BlackRock Relationship Manager – Responsible for management of BRS relationship encompassing all users of OMS & related applications. Operations/Finance Relationship Manager – Responsible for relationship improvements between Investments and Finance teams (Richmond VA). Working directly with senior leadership and finance counterparts to streamline communications, inquiries and overall relationship improvements.Daily interaction with Investments Leadership Team – COO, CFO, CIO, Head of Trading, Head of Risk, Head of Alternative Assets, Head of Credit Research

Lead Operations Analyst - Managing all day to day trade operations and functions• Manage/Lead team of 3 trade operation analysts• Confirmation and settlement of Fixed Income, Structured, Private Placement & Equity Assets• Review and approve Corporate Actions across all asset classes• Review and manage 3rd party manager transactions• Work direct with Traders processing trades through the full trade lifecycle• Review and research class action notifications• Work directly with multiple custodians across various businesses • Revised process across all functions producing an average 85% reduction in all processing times; 90% reduction in manual touch points, while maintaining 99.9% accuracy • SOP documentation pages reduced 80%

Transitioned from GE Capital to Wells Fargo as part of GE Capital sale• Deal Focal Point for $9B portfolio of Securitized Assets• Responsible for over $55M cash movements monthly• Facilitate new deal closing from structuring to cash in excess of $750M per closing• Operational "face" to the front office managing all new business communications • Drive for consistency for cross-functional deliverables; presentations, meetings, deal closings • Leverage SQL queries and ODBC to decrease processing times and increase accuracy• Reconcile portfolio; prepare, review and release of Investor Reports• Collaborate with cross functional teams in Capital Markets• Manage Capital Markets Securitization Operations Community• Develop and manage custom workflows for Capital Markets Securitization Operations• Collaborate with 3rd parties on improvements and automation of processes• Utilize Crystal Reports for custom reporting• Manage, review and update database and system scripts as needed

• Deal Focal Point for $9B portfolio of Securitized Assets• Responsible for over $55M cash movements monthly• Facilitate new deal closing from structuring to cash in excess of $750M per closing• Operational "face" to the front office managing all new business communications• Develop simplification process utilized by the team; over 216 hours of processing saved annually• Build out automation of reconciliation process• Drive for consistency for cross-functional deliverables; presentations, meetings, deal closings • Leverage SQL queries and ODBC to decrease processing times and increase accuracy• Reconcile portfolio; prepare, review and release of Investor Reports• Collaborate with cross functional teams in Capital Markets• Manage Capital Markets Securitization Operations Community• Develop and manage custom workflows for Capital Markets Securitization Operations• Collaborate with 3rd parties on improvements and automation of processes• Utilize Crystal Reports for custom reporting• Manage, review and update database and system scripts as needed• Received 3 "Above and Beyond" Awards in Q1 of 2015

Account Manager/Recruiter for Bulge Bracket, HFT, Prop Shop, and Hedge Funds. Responsible for full life-cycle recruitment and management of candidates. Worked closely with Core Developers, Quants and Algo Developers on high level development opportunities. Built and managed new relationships with HR and Hiring Managers. Placed both full-time and contract candidates.

Account Manager/Recruiter for Bulge Bracket Institutions in the Tri-State area. Managed Job order work flow for IT positions. Built and managed new relationships with HR and Hiring Managers. Responsible for management of full life-cycle of the recruitment process. Placed both full-time and contract candidates. Worked closely with E-trading, Credit, Fixed Income, Rates, Equity, Commodity and Valuations IT Teams.

I was responsible for settlement and funding of Private Placement and Public Transactions. Additional responsibilities included confirming and reporting all 3rd party manager transactions, trading Bank Loans, CDOs, restricting securities and secondary fixed income transactions. Worked directly with Traders and Risk for processing trades. Helped traders process CDS, CMO, MBS, and CMBS trades. Created corporate actions process and procedures. Was responsible for understanding, articulating and making recommendations on all corporate actions.

Placed equity, mutual fund, fixed income and option trades for clients and brokers. Provided Real_time Quotes. Handled customer service and account questions, including IRA, mutual fund and brokerage products. Build out of Bond Ladders. Developed and instructed Fixed Income class to train Brokers on various Fixed Income products available, how to pitch clients and create ladder presentations.

Attained Series 7 and Series 63 licenses.