• Responsible for onboarding of new accounts, ranging from $1 million to $250+ million, including contract negotiation, account establishment on transfer agency system, and initial funding• Serves as internal subject matter expert on collective trust funds for Invesco’s various sales teams• Provides day-to-day assistance on client service matters for plans invested in Invesco’s collective trust funds• Developed and presented collective trust fund training sessions for internal Institutional Business Development and Retirement Plan Consultant sales teams• Led ITC’s initiative in establishing a new Stable Value share class and omnibus account that resulted in over 800 new agreements and $300 million• Recipient of the company-wide Principles at Work award in January 2015

*Responsible for settling Canadian equity and fixed income trades valued up to and exceeding $100 million *Investigate and settle failed trades to avoid excess settlement costs*Develop relationships with our agent (RBC) as well as domestic, APAC, and EMEA clients to ensure timely settlement of trades*Chosen by manager to lead testing for SMan (Settlement Manager) and ExMan (Exceptions Manager) programs to be implemented in Q3 of 2012

*Reconciled client's monthly trade files with commission figures in Credit Suisse systems*Investigated and fixed commission breaks of over $10 million monthly*Developed relationships with clients and colleagues domestically and internationally; to ensure smooth reconciliation process*Helped brainstorm and implement changes to improve systems used daily by Soft Dollar team*Assisted in development of training schedule for future analyst hires

*Created new client on-boarding templates which played a role in defining client requirements to off-shore IT resources*Developed and implemented UAT test scripts for clients*Organized and maintained essential project progress reports*Developed presentation on key processes within LDO team which was used for training new hires

*Conducted market research regarding online mortgage origination and on-line banking*Compiled information for competitive analysis documents*Revamped and updated the Sales section of the company's Microsoft SharePoint portal*Developed presentations for the Sales team regarding using the SharePoint portal and using the US Census website to reach target demographic