Managed 15 associates/analysts to ensure daily trades settled via wire payments, risk mitigated and client expectations met. Developed team members through feedback and coaching. Created a relationship-based culture that included managing expectations, establishing SLAs, and training team members on best practices. Created and executed strategy to implement firm and division goals. Collaborated with senior management, sales, trading, liquidity, credit, compliance, technology, corporate clients, investment funds and banks.• Successfully executed settlement of 20 Investment Banking deals totaling $17B+.• Improved processing time by 90% through workflow change and system enhancements.• Reduced credit cost by $2M+ through strategic timing of payment flow.• Enhanced fraud prevention protocol for global FX settlement team consisting of client education and added internal controls.• Coached and mentored 20 colleagues who were later promoted to next corporate level

Managed team of 15 associates and analysts whose focus was the timely and flawless execution of outgoing wire payments, security movements, incoming cash reconciliation and payment instruction authentication private clients.• Reduced manual entry and review 60% by developing and marketing scalable asset transfer workflows. • Prevented fraudulent activity by implementing systematic controls and educating clients on best practices.

Managed team of 6 associates and analysts responsible for global billing function of client accounts. Calculated, collected and booked quarterly management and annual custody fees. • Spearheaded 6-month project to develop/launch new billing system alongside in-house technology team. • Reduced time to process fees by 80%.

Client facing team who worked with global sales teams to offer and support a new suite of banking products. • Recruited to be member of inaugural Private Banking team.• Specialized in balance sheet, cash sweep vehicles, FDIC and security-backed loans.

Analyst on sales team that managed over $5B in assets for private families, corporations, pension plans, endowments and non-profit organizations.• Created original, detailed models to report client investment activity, asset allocation, performance and risk.• Drafted unique business development presentations and marketing documents for senior management.• Helped win more than $800M in new assets.