• Managing a number of Platinum client relationships on a day-to-day basis. • Improving process by introducing Strategic Fixes following up to a tactical fix• Managing and Educating client TPA contacts to self-serve from the BofA platform• Working in line with Sales, Relationship Manger and Client Solutions to deliver a seamless service to clients• Resolved issues with several client on Fee and Commission breaks by investigating and guiding clients through various exchange… Show more • Managing a number of Platinum client relationships on a day-to-day basis. • Improving process by introducing Strategic Fixes following up to a tactical fix• Managing and Educating client TPA contacts to self-serve from the BofA platform• Working in line with Sales, Relationship Manger and Client Solutions to deliver a seamless service to clients• Resolved issues with several client on Fee and Commission breaks by investigating and guiding clients through various exchange provided schedules.•Using various technical skills to build out tools to remove repetitive time-consuming tasks (Reconciliations, Metric Data) Show less

Most recently operating as VP of Global Lead Collateral Disputes (2017 – 2019), I systematically directed overall portfolio reconciliations directly reporting to senior management. As a measure of my success, I contributed the following attributes above and beyond the normal day-to-day responsibilities:• Constructed a Tableau-featured database, consolidated daily reports, and strategically enhanced dispute transparency – minimizing the daily workload.• Delivered a presentation deck and… Show more Most recently operating as VP of Global Lead Collateral Disputes (2017 – 2019), I systematically directed overall portfolio reconciliations directly reporting to senior management. As a measure of my success, I contributed the following attributes above and beyond the normal day-to-day responsibilities:• Constructed a Tableau-featured database, consolidated daily reports, and strategically enhanced dispute transparency – minimizing the daily workload.• Delivered a presentation deck and weekly call to support global executives in reducing disputes. Show less

As VP / Client Account Manager (2011 – 2017) I completely ran our top tier European futures account performance for a portfolio of new and established clients. My emphasis was the strength of our relationships both internally and externally – which allowed for additional cross-selling opportunities across various sectors/sites. My notable attributions included:• Improved KPI tools to readily expose client progress to management and all sales staff. • Constructed VBA Macro tools to limit… Show more As VP / Client Account Manager (2011 – 2017) I completely ran our top tier European futures account performance for a portfolio of new and established clients. My emphasis was the strength of our relationships both internally and externally – which allowed for additional cross-selling opportunities across various sectors/sites. My notable attributions included:• Improved KPI tools to readily expose client progress to management and all sales staff. • Constructed VBA Macro tools to limit manual tasks and improve accuracy across margin calculation and FX requests. • Educated prospective clients and maintained consistent client communication during regulatory changes.• Delivered a working Relationship Management tool to customize the onboarding of Salesforce. • Implemented solutions to reduce client errors on FX transactions. • Built a MySQL database and web front end to communicate KPI to sales and management teams. Show less

• Led performance of a team of nine Account Managers in ongoing support of EMEA clients for the Futures Client Service desk.• Administered escalation as necessary to senior executives, partnered with internal stakeholders to plan state development initiatives, and mentored new team members with little-to-no banking backgrounds.• Slashed error losses by introducing an automated solution via VBA.• Optimized client relationships with proper redistribution of complaints and concerns… Show more • Led performance of a team of nine Account Managers in ongoing support of EMEA clients for the Futures Client Service desk.• Administered escalation as necessary to senior executives, partnered with internal stakeholders to plan state development initiatives, and mentored new team members with little-to-no banking backgrounds.• Slashed error losses by introducing an automated solution via VBA.• Optimized client relationships with proper redistribution of complaints and concerns across the entire team. Show less