Selected to direct all aspects of operating model and strategy of North American Fund Services Business. Define and guide global market data strategy for Custody and Funds business. Lead projects supported by approximately 300 operational and technology FTEs through team of four direct reports who manage ETF, Market Data, Bank Loan, and Fund Administration functions. Hold full P&L responsibility for $30MM annual Funds IT budget and $40MM market data spend annually. * Reduced market data spend by ~$2MM in first year, while realizing $1MM P&L savings.* Achieved 35% savings over three years with FIS while ensuring client-level SLA attainment.* Led development of ETF platform to onboard first strategic client with 11 funds and $1.2B converted.* Launched Control Center workflow application for Fund Administration.

Challenged to turn around business generating $60M annual operating loss by rationalizing product offering and location strategy within three-year timeline, while continuing to lead Transfer Agency product. Lead organization of 1,250 FTEs to provide middle and back office services, representing $140M in annual revenue, to asset managers located throughout the United States and Canada. * Eliminated $20M in annual operating loss.* Repositioned U.S. book of business for long-term strategic growth and delivered $5.5M in total margin improvements and $7M new relationship.* Delivered $10M in 2014 expense savings.* Recaptured $1M in out of pocket expenses.

Appointed to develop firm-wide strategy to reduce core platforms and technology total cost of ownership (TCO), streamline operations, and improve client satisfaction for both Hedge Funds and Global Funds businesses in Transfer Agency space. Retained responsibilities as Global Fund of Funds Business Head for first six months in new role.Global Funds business included 40 Act Mutual Funds in the United States, Canadian Mutual Funds, wide range of European domiciled funds, and similar structures in Asia and Australia, with ~850 employees, 9 core platforms, and 15 surround systems servicing 369 clients across 10 jurisdictions, ~2.5M shareholder accounts, and 5.5M transactions annually across $458B in assets, at total annual cost of $103M. Hedge Funds business was comprised of ~360 employees and 6 core platforms supporting 146 clients in North America, EMEA, and Asia at $42M total annual cost.* Spearheaded divestiture of U.S. Transfer Agency business of 40 Act Mutual Funds to SunGard for $17M in total cost savings, including 120-FTE workforce reduction.* Achieved 40% of Hedge Funds business three-year $11M efficiency savings target within 18 months.

Selected to revitalize stagnant Fund of Funds line of business, the #2 ranked leader in North America. Challenged to close product gaps and gain a competitive advantage while servicing 60 key clients and administering over 350 funds.* Managed Fund of Hedge Funds globally with $65B in AUM. * Grew existing $35M book of business 20% from customer base with 33% expected gain in new business.* Achieved client retention rate of +98%.* Boosted net margins from -25% to a positive 15%.

Recruited into Bisys to assume P&L ownership of Boston office. Managed activities of 180 personnel through 10 direct reports across 2 offices. Drove new business, built customer loyalty, and led initiatives to improve profit margins and efficiencies. Managed relationships with clients ranging from single-fund accounts with $200M in assets to large complex multi-fund accounts with $8B in assets. * Grew Boston office 100% from $16B to $32B in assets under administration. * Drove revenues up 125% from $13.8M to $31.1M.* Increased client satisfaction results 15% resulting in #2 ranking nationwide.* Introduced overseas outsourcing model for daily cash and portfolio reconciliation.

Promoted to direct fixed income operations supporting $7.5B in assets under management and over 200 portfolios in various currencies and disciplines. Scope of responsibility encompasses global trade execution, settlement, risk control, reporting and performance data, pricing, analytics, accounting, financial analysis, portfolio compliance, forecasting, custodial bank relationships, and vendor services. * Recommended and executed move of risk reporting function overseas, making all reporting available by 6 a.m. EST.* Converted more than $450K in business expenses to soft dollar payment structure.* Migrated settlement process to SWIFT, reducing staffing requirements.

Recruited by previous client to turn around portfolio accounting department troubled by accuracy issues, lack of timeliness and high employee turnover. Restructured accounting department to align staff with banks, which increased efficiency and the ability to develop banking relationships. * Created a top-performing, customer-focused accounting department that delivered accurate and timely reporting for all institutional clients.* Improved monthly reporting cycle by 7 days.* Reduced statement preparation time by 2 weeks.* Lowered cash and security exceptions to custodian banks from over 5000 to under 300.ADDITIONAL EXPERIENCE:STATE STREET BANK AND TRUST – Boston, MA Fund Manager | Accounting Supervisor | Senior Accountant | Account Controller