• Responsible for managing the Defined Benefit team and ensuring that each event provides the client with a seamless on-boarding experience• Drive projects aimed at continually enhancing the firm’s overall business processes with a focus on risk management and client experience• Responsible for training new hires, facilitating the on-boarding process and improving procedures. Ensure all information is relevant and up to date• Review completed client on-boarding event packages to confirm adherence to compliance and audit standards

• Oversee the planning, coordination and execution of client transactions including: Initial client launches for separately managed accounts and commingled funds, client mandate changes, client fund terminations, In-kind contributions and redemptions, as well as client Custodian bank changes• Partner with Client Relationship Management to understand and negotiate business requirements that will become part of the ongoing servicing of individual client relationships while maintaining internal business policies and standards• Evaluate the complexity, fund structures, special requirements and risk based on asset class (Equity, Fixed Income, Currency and Derivatives) for each transaction and incorporate into the event plan• Engage and collaborate with internal and external parties and ensure functional groups are informed as required in order to complete the client transaction• Provide recommendations to clients and consultants based on product specifications and industry best practices • Ongoing maintenance of the firm’s primary client information database

Officer – Portfolio Solutions Transition Management (March 2010 to December 2013)Senior Associate – Portfolio Solutions Transition Management (February 2008 to March 2010)• Worked closely with the transition management team in a middle office capacity to provide accurate cash and share holdings, track and verify corporate action elections and ensure all aspects of the funds meet stated client investment objectives• Oversaw client-side settlements for all Equity, Fixed Income and Foreign Exchange trading in North American transition accounts • Performed the role of a liaison between Asset Managers, Custodians, Internal Back Office teams and State Street’s global trading desks during the duration of the account transition• Acted as a key business representative on multiple company-wide project teams tasked to enhance current systems and apply new systems into production in order to improve efficiencies• Monitored daily trading to confirm that the application of fees are in compliance with the conditions stated in the client contractual agreement for each account directive• Completed deadline driven, client reporting based on transaction and performance guidelines tailored to specific client needs

Intermediate Equity Operations Associate – International Structured Products Group (September 2006 to February 2008)Junior Equity Operations Associate – United States Structured Products Group (January 2005 to September 2006)• Collaborated daily with investment managers, custodians, brokers and clients to provide efficient management of multi-currency, commingled and separately managed passive funds, while enhancing project initiatives designed to improve data integrity and analysis• Reported on client performance and compliance standards, including daily monitoring of 3/5/10 compliance in all mutual fund investments in alternative cash vehicles• Calculated and applied market effect to each client contributing to or redeeming out of commingled funds in order to ensure that no other client is impacted by the trading• Responsible for market value reconciliation of portfolios, resolving all discrepancies in a timely manner to ensure that records correspond with custodian

• Researched and conducted complex financial analysis on quantitative data for publicly traded equities through the use of balance sheets, income statements and company forecasts• Produced reports and analysis on several types of quantitative data for publicly traded companies, including accounting reports, sales and revenue, profit and loss reports and company reports• Enforced majority analyst standard (GAAP, Pro-Forma, or both) to preserve the integrity of First Call equity data used daily by the majority of fund managers, portfolio managers, and public/private investment banks

Lead Treasury Administrator, Treasury Services (June 2002 to July 2003)Treasury Administrator, Treasury Services (June 2000 to June 2002) • Led efforts to oversee a variety of daily, monthly, and periodic accounting and record keeping functions completed by a small group of Treasury Administrators• Managed client marketing account through the budgeting of cash flows using a detailed account ledger• Coordinated quarterly board report processes which captured monthly 12b-1 Fee activity• Organized and presented funds for semi-annual and annual audits