• Oversee 300 Institutional clients and a team of Fifty contractors in Mumbai India who handles Private Equity Transactions and Valuations (Including Limited Partnerships, Real Estate and Hedge Fund Investments)• Liaison between Institutional clients who invest in Private Equity and the India Teams• Oversee 7 Hybrid Full Service clients and manage a Team of three employees onshore • Created video trainings using webex for the offshore LP Team in Mumbai India• Continued to upsell clients into the Full Service Private Equity Models• Turned around full service clients in critical status to help meet and exceed their needs• Working with senior managers on hedge fund initiatives to use the Alpha Frontier Application for asset owner clients.o Working with IT to allow Alpha Frontier communicate with the Multi Currency Horizon (MCH) accounting book of records• Worked on upselling Institutional clients into the Full Service model• Conducted monthly larger team meetings to incorporate training • Participated in client visits

- Centralized the processing of activity and valuations for over 12,000 Limited Partnerships, Hedge Funds, Real Estate Funds from over 360 clients.- Managing a staff of 27 employees, 15 employees in the US and oversee an additional 12 employees outside the US.- Created a standard processing and valuation model for all LPs, Hedge funds, Real Estate investments to be used throughout the bank.- Working with IT to create and enhance valuations tools to meet the new standard.- Launching New Electronic Cash Flow Module tool (ECFM)- Conduct client visits to review LP Processing Standard/ New tools and upsell them on the value chain/ product line.

-Manage a team of 5 administrators in the key client division-Participate in the voting of project updates-Review cost of projects and recommend allocation of funding-cowrote procedures for division to follow-Prepared and conducted client visits-Escalation point for Administrators

-Managing the pension plan team, which consists of four administrators and one manager in training. -2009 year end evaluation is a five, the highest rank possible.-Tailoring corporate goals to administrators by setting both short and long term goals.-Meeting with each administrator monthly for a one on one meeting to review progress of goals.-Writing performance goals at the beginning of the year and then providing mid-year and end of year evaluations to the administrators on the team.-Conducting weekly team meetings, creating agendas to review upcoming events, coverage, and new concepts.-Creating and preparing excel spreadsheets to track administrator's progress on various projects.-Successfully reducing the banks risk by clearing a $1.2M break for stale pension checks for closed accounts as well as sending out $600k of old corporate actions for closed accounts.-Facilitating conference calls for new clients transferring into State Street Bank.

-Supervised, trained, and mentored trust administrators on all facets of the Trust Administrator position. -Managed the tier one clients and doubled my account base.-Managed and monitored the overdraft database; Able to increase State Street Banks revenue by having money invested when needed to eliminate overdrafts.-Successfully processed all mutual fund, stock, and bond trades by constantly prioritizing daily goals according to the internal deadlines for each event.-Managed the Risk Reporting database to reduce and eliminate cash and asset breaks.-Transition/ liquidation management to open and close accounts.-Designed and wrote procedures on how to process each account to streamline department.-"Most Importantly, all the Plan Sponsor's for Rob's accounts, that have been contacted for quality of service reviews have all given positive feedback and/or glowing praise for the quality of service Rob gives to their account."

-Manage pension retirement plans on the trustee and custodian platform. -Restore non-compliant client legal folders to ERISA standards to significantly reduce IBT's risk. -Significantly improved the timing of client statements by having the investment advisors provide web access for shadow accounts, which led to quicker booking of transactions and price updates. This further assisted the accountants to provide an annual statement for the Department of Labor (DOL) audit. -Reduced pensioner change errors by assisting in the development of pension forms that were provided directly to the clients to complete. This not only reduced Investors Bank and Trust risk of transcribing error, it significantly freed up more time for the administrators.

Responsible for assisting sixty participants a day with their 401k plans in a high volume call center. Established excellent customer service and computer navigation skills, which resulted first in assisting advisor sold participants, then jr. institutional participants, and finally institutional participants.