• Deliver comprehensive operational support and services to bank and hedge fund clients, including process review and enhancement, system testing and integration, procedure documentation, reconciliation support, and metrics & reporting.• Coordinate system requirements and configuring testing with vendor and operation team during integration phase of Orchestrade cross asset front-to-back trading and risk management platform.• Manage daily operational tasks including processing margin calls, cash and position reconciliation, and equity swap cash payments, ensuring accuracy and efficiency in all transactions.

• Provided operational process improvement and project management services for the Agency & Trust and Records Management teams.• Enhanced T+1 settlement readiness by streamlining the bond and equity trade booking process, transitioning from manual trade booking to a straight-through processing procedure, significantly improving accuracy and efficiency.

NBIM manages Norway's $1.3 Trillion AUM Sovereign Wealth Fund, with a focus on ethical and sustainable investing to ensure long-term returns for future generations.• Oversaw end-to-end operational activities in the NY office of Norway's Sovereign Wealth Fund with $1.3 trillion AUM. • Guided 19 operations professionals as a matrix manager, providing mentorship, feedback, and training to foster collaboration, and achieve objectives.• Served as primary operational escalation contact for traders and portfolio managers, providing timely resolution and guidance on complex operational issues related to trade processing, corporate actions, valuation & accounting, and reconciliation. • Monitored the relationship and service deliveries of global custodians, brokers, and vendors in the Americas for SLA compliance. Implemented proactive improvements through communication, weekly calls, service reviews, and initiating RFCs to optimize service quality and enhance efficiency.• Developed operational processes, guidelines, and risk mitigation strategies during the fund's entry into new products including SPAC and PIPE investments.• Succeeded as critical incident manager for high-priority operations and technology incidents, initiating incident calls, communicating incident details to stakeholders, and following up with root cause analysis and action plans to prevent future incidents.• Obtained $50,000 in annual funding to launch the NY Sports, Social, & Philanthropy Club, supporting athletic initiatives and promoting wellness and team spirit. Hosted approximately 50 yearly events, including charity runs, cultural lunches, team outings, and wine tastings.

• Achieved notable improvements in efficiency, risk reduction, and STP rates by conducting comprehensive evaluations of the trade life cycle. Implemented procedures and controls, resulting in equity STP rates reaching 99% and FI STP rates reaching 80% in US, CAD and LATAM.• Distinguished as a project leader and contributor for various initiatives, including successfully leading a repo confirmation automation project, implementing Repo Robot and CTM repo services, transforming a manual process into nearly 90% automation.• Played a pivotal role in multi-year projects involving the insourcing of operational functions and testing and evaluation of new systems. Additionally, contributed to the successful transition of global custodians, ensuring smooth operations during the changeover.• Fostered operational relationships with more than 70 brokers in the Americas, establishing a comprehensive framework for regular operational reviews with key brokers. Prepared metrics packets, and escalated priority and urgent issues to broker client relationship managers. • Resolved confirmation and settlement discrepancies and performed cash and position reconciliations, handling a high volume of equities, rates, corporates, munis, FX, derivatives, futures, securities lending, margin & collateral, and claims across global markets. • Oversaw change to T+2 settlement cycle, communicating with DTCC, custodian, and senior leadership through go-live.

LAMCO is a global asset management and advisory firm that provides tailored, solution-oriented services to clients and a holding company for some of the remaining assets from the Lehman Brothers bankruptcy.Directed collateral management, profit and loss reporting, bankruptcy claim reconciliation, process and procedure improvement, and the creation of ad hoc reports. Managed Lehman's assets through bankruptcy, assisted in onboarding new platforms and software, financial reporting, provided necessary reconciliations, and collaborated with audit and legal to deliver information to lawyers making claims on assets.- Managed the daily collateral requirements for transactions valued at $450 million, oversaw the margin process, and responded to daily margin calls and reports to traders and senior-level management. - Assisted with 500,000 legacy trades and $65 billion in financial assets as they were transitioned onto the Calypso platform, specifically focused on the margin portion of the transition, completing testing ahead of the 9-month migration deadline.- Monitored two significant real estate asset portfolios valued at approximately 20 billion, monitored asset valuation, provided reporting and collections, and generated monthly reconciliations for principal and interest income payments.

While employed as an Assistant Vice President of Prime Broker Operations, delivered expertise as a team leader in the recruitment, selection, supervision, and evaluations of a new middle office team formed to facilitate the operational needs of fixed-income and equity clients and client service reps. Provided exemplary customer service in dealings with banks and hedge funds, mentoring a staff of six analysts. Partnered cross-functionally with teams in sales and trading, technology, clearance, money control, legal, compliance, and executive management.- Monitored a $2 billion portfolio of client trades, breaks, and fails while overseeing cash flow, margin requirements, principal and interest payments, and other corporate actions. - Boosted client satisfaction by 30% after collaborating with client services representatives, senior management, and back-office staff to improve processes.- While serving as a Fixed Income Operations Analyst, supported the repo sales desk in a fast-paced environment processing several billion USD in daily transaction value. Ensured trade accuracy and resolved escalations and exceptions. - Managed client accounts, facilitated allocations, established accounts, provided instruction updates, and resolved break/fail instances.