Vice President
Vice PresidentState Street International2006 to December 2015 I was hired as part of the Kilkenny site management team in the areas of fund accounting and client management with primary focus being client relationship management and client support. I reported to the General Manager with responsibility for leading a team of 40 staff servicing a range of clients from Asian equity funds to US fixed income and emerging market special purpose vehicles.• Relationship managed 25 clients ($125bn AUM) -CRM role for 12, client service role for 13.• Led team that successfully on boarded 30+ clients.• Developed three clients from $0 to $60m AUM over five years. Established as top five profitable clients, contributing $30m net profit.• Led cross selling effort. Resulted in uptake of facilities - FX hedging, formal credit, WSO bank loan servicing, Investor services (KIID, FATCA), specialist (Analytics, VAG) and regulatory reporting (UCITS, AIFMD, EMIR).• Directed a team of 45 staff. • Led lean processing for local site, a targeting six FTE savings and five p.a. thereafter.• Established centres of excellence (COE) for client reporting and expense processing. .• Local lead for distribution services project (frequency, composition, yield). Established COE for distribution.• Led project to offshoring production work for 125 funds to Poland. Saved five FTE. • Designed service model to reorganise client services following offshoring. Automated and standardised operations, savings 1.5 FTE. • Local Rep on Ireland Committee for new and amended SOP’s. Appointed SME’s to submit analysis and oversee assembly of document, ensuring sign off and proper distribution.• Led project for investor regulation disputes. Established clear check list on procedures, ensuring appropriate escalation, addressing KYC and AML issues