I am a results-driven, Financial Services Executive with 23+ years experience in the investment fund, pension, custodial and asset servicing sectors. I have managed, grown and transformed large scale investment operation teams both within Canada and the U.S. (fund accounting, custody, reconciliations, securities pricing, derivatives, collateral administration, financial reporting, taxation, corporate actions, and trustee services). I lead client service and relationship management teams, advance client relationships, and create win-win partnerships and product solutions. My tenure has provided me extensive knowledge of global custody and securities markets and the financial services industry; working with complex institutional investors and investment products: mutual funds, pension funds / plans, hedge funds, pooled funds, ETFs and insurance / seg funds. I have deep investment operations management experience overseeing multiple geographic locations. I enjoy breaking down, analyzing and implementing change to operational structure and process workflows. I have a legacy of successful risk mitigation and productivity improvements, leveraging key performance and risk indicators. My ability to recognize and create opportunities in relationships is one of my strengths. I am recognized for leading and affecting change through a collaborative approach and for successfully navigating in a global matrix environment. Specialties:•Investment Operations Management•Business Transformation•P&L Ownership & Financial Management•Key Client Relationship Management •RFP Response, Service and Sales Presentation•Business Development