Client-focused Director of Accounting and Operations with a demonstrated record of leadership optimizing fund accounting and investment operations processes in a scalable, profitable manner. Bring together a unique combination of client relationship abilities, innovative operations practices, and strong fiscal skills to approach investment operations management holistically. Ability to diagnostically troubleshoot challenges and assess needs thoroughly to develop creative solutions. An innovative leader that engages employees, improves processes, and reduces operating costs.Specialties: • Asset Management Operations• Expense Streamlining & Reduction• Talent Management & Development• Vendor Evaluation & Client Development• Operational Process Improvement• Business Process Outsourcing• Fund Accounting and Financial Reporting
Listed skills include Mutual Funds, Asset Management, Fixed Income, Investment Management, and 29 others.