• Manage a global team of employees located in Boston Massachusetts and Bangalore, India. • Project management for client and State Street technology initiatives, swift onboarding and customized client technology integration, swift outbound data feed development. • Responsible for the oversight of Fidelity’s cash operations, domestic and global trade operations, exchange traded funds, foreign exchange, corporate actions, derivative, collateral and over the counter option trades, cash and position reconciliation, tax reclaims, custody billing. • Direct bi-weekly and monthly client meetings for all Fidelity business divisions working with the client to strengthen the relationship and client experience. • Resolve complex client requests and issues by offering solutions to reduce manual intervention required for processing.• Establish employee performance goals, schedule monthly meetings discussing objectives and client initiatives

•Responsible for the oversight of Fidelity’s cash operations, including Fidelity’s daily derivative, collateral and OTC option trades.•Manage all complex cash processes that are not with in the scope of State Street COE’s including Fidelity’s daily cash availability and Fidelity Canada same day FX processing.•Responsible for new fund set up, fund conversions and monthly billing.•Oversee Fidelity’s trust fund inquiry log, responsible for researching cash, trade and FX discrepancies.•Review and reconcile Fidelity’s income accruals, validate weekly past due reports correcting invalid receivables. •Organize weekly conference calls to provide additional information and clarity on unresolved position breaks and past due.•Assist with the developing and presenting of quarterly reviews to the client. •Establish employee performance goals for 7 employees, schedule monthly meetings discussing objectives and client initiatives

•Actively manage mutual fund team with responsibilities for accurate and time sensitive cash reporting, custody and accounting processing, and inquiry resolution for more than 450 Fidelity mutual funds. •Have formed close relationships with Fidelity account managers, and gained insight to improve service and performance ratings. Recent high ratings from the client for all of State Street’s client service teams have led to additional new business, added employees, and increased revenues for State Street. •Responsible for new fund setup, account opening and closings, fund conversion including domestic and foreign security purchase and sales.•Establish employee performance goals for 4 employees, schedule quarterly meetings discussing specific employee objectives.•Review yearly personnel performance, provide written feedback and constructively advise on areas for continued career growth and improvement.