Areas of Expertise:Asset Classes include Equity, Private Equity, Fixed Income including CMO’s, Bank Credit Instruments, CommoditiesTrade Administration including trade rebalancing & allocationBusiness Strategy, Scalability, & ExpansionCorporate & Operations ManagementBudgetsBuilding management Class ActionsSystems, Corporate, and Operations & Staff OptimizationFront, Middle, and Back Office ManagementRisk Identification & MitigationVendor Management Domestic and International Bank ManagementTeam BuildingTechnology Innovation IntegrationPortfolio Management & Order management Conversions & InstallationsDisaster Planning & ExecutionAgreement Negotiation & ExecutionRFP ManagementProject ManagementPoxy ManagementInternational Projects and deal negotiations. Global locations include Spain and UAESalesforce Eclipse OrionSoftware Support Knowledge:Advent Products including MOXY and AXYSBlack DiamondBloombergFactSetFiserv APLOneViewSecurity APLINDATA OmgeoAlertSWIFTBroadridge ProxyCustody Systems including Schwab, TD, Merrill Lynch, Fidelity, and othersQuickBooksZoomWealthScape