Patrick Claffey Email & Phone Number

Quincy, Ma, Us

Windsor, Ct, Us

• Manage $75MM in annual revenue across 12 strategic clients with over $100B in assets under management • Partner cross-functionally with leadership in Accounting, Investor Services, Financial/Regulatory Reporting, Tax, Operations, Technology and SS&C Product Owners to enhance client satisfaction and servicing solutions• Assess client profitability and identify potential cross-sell and organic servicing opportunities • Consistently exceed annual sales forecasts • Mitigate client firm risk while working to solidify and extend the client’s contractual relationship with SS&C • Main point of contact to triage and resolve all client product & process issues and maintain relevant client reporting

• Responsible for managing all aspects of key relationships with Bank and Asset Management companies with a specific focus on alternative investment asset managers, ensuring exceptional client satisfaction with Global Custody, Fund Administration and Treasury products and services. • Identify new cross-sell opportunities with clients and design and deliver product sales presentations leading to increased revenue.• Advocate for clients by implementing desired process changes via Technology, Product Management, Legal, Client Service, and Operations Departments. • Manage projects/initiatives with a particular focus on new business with operational nuances. • Find efficiencies by analyzing client’s use of automation and online reporting tools. Eliminate manual processes when possible resulting in cost savings.• Work closely with clients to ensure all of their needs are being met through frequent service visits, conference calls, and satisfaction surveys.

Manage multiple operations groups. Day to day senior contact for multiple Citi hedge fund service clients.

Manage operations team responsible for fund administration services for Citi Hedge Fund Services client

Boston, Massachusetts, Us

Bachelor'S Degree, Accounting And Business/Management

Bachelor Of Business Administration (B.B.A.), Accounting And Finance