• Responsible for Managed Account Operations consisting of 13 Products with $250 Billion in assets and $2.25 Billion in revenue annually.• Oversee 22 people onshore and 7 offshore, group performs Account Review and Approval, Third Party Money Manager Relationship Management, Client Billing, Collections and Revenue Reporting. Coordinates all Trade Corrections with Equity and Fixed Income Trading Desks. Group includes 4 Business Analysts which support production implementation and business… Show more • Responsible for Managed Account Operations consisting of 13 Products with $250 Billion in assets and $2.25 Billion in revenue annually.• Oversee 22 people onshore and 7 offshore, group performs Account Review and Approval, Third Party Money Manager Relationship Management, Client Billing, Collections and Revenue Reporting. Coordinates all Trade Corrections with Equity and Fixed Income Trading Desks. Group includes 4 Business Analysts which support production implementation and business requirements for Advisory and Billing enhancements, Regulatory and Firm Wide initiatives.• Currently integrating a Billing Vendor system in a new Operations area which incorporates the billing processes for a variety of Product areas including Mutual Fund Revenue Sharing, Insurance/ Annuity Commissions and Trails, DVP and Assets Held Away Client Billing, Financial Planning and automation of the invoicing and collections for each. The newly developed area will provide segregation of duties, economies of scale, revenue reporting and an audited process. End state will result in the creation of a Global Billing Utility and Accounts Receivable team.• Accountable for the Corporate Employee Financial Services Operations Group consisting of 21 people providing service for 120 Fortune 1000 Corporations with the administration and processing of their ESOP/ISOP plans. This area functions in the capacity of a front and back office group, handling all account, trading, settlement, disbursement and share transfer requests. Show less

• Relationship Manager for 85 Regional Brokerage firms that utilized an array of Sweep and Banking Services provided by the firm.• Developed customized statements, debit cards, checks, private labeled prospectus, and remote access views for firm and clients, FDIC and Money Fund Sweep Programs.• Managed a group of 30 people who provided customer service, settlement and trade processing, relationship management, and led product development and quality assurance for new initiatives.

•Managed Retirements, Tax Shelters, Sweeps, Debit Card and Check processing, Mutual Funds.•Performed the reconciliation of the firm's conversion of Mutual Fund Street Name Certificates to Fund/SERV and Networking. Experience with Syndicate P&S; Clearance and Settlement, and Glossary / Stock Record