Leading product specialist for S3's securities financing, treasury management & margin software, responsible for developing customized solutions targeted towards capturing sales opportunities in the hedge fund, prime broker, and beneficial owner business lines• Multi-faceted role including business strategy planning, sales deal structuring, project management and collaboration with product development and support teams• Actively manage relationships with industry influencers and Ops Due Diligence groups to broaden brand and stay atop industry trends

• Trusted advisor to transform front, middle, back office infrastructures of investment banking companies into efficient, low risk, well organized structures which utilize best of breed practices and technologies• Recommendations are based upon extensive on-site interviews with C-level executives and business unit stakeholders to discuss and agree upon finding, gaps and remediation roadmaps• Utilize extensive prime brokerage, securities operations and collateral management experience to guide clientele towards best practices and industry leading product offerings• Specialties include prime brokerage services, equity and fixed income trade settlements and operations, collateral management, margin and stock loan financing

• Leading product specialist for Advent’s collateral, financing & margin software, responsible for developing customized solutions targeted towards capturing sales opportunities in the hedge fund, prime broker, institutional and fund administrator business lines• Multi-faceted role including business strategy planning, sales deal structuring, project management and collaboration with product development and support teams• Led and implemented an initiative to design a formalized sales process to provide structure around client demos, proofs of concept, implementation estimates and client pricing to maximize limited resources and seize revenue opportunities

• Trusted advisor to existing & potential clients for all aspects of implementing/managing hedge fund infrastructures• Assisted startups with customized tool kits identifying relevant tasks (legal counsel, administrator, auditor, real estate, human capital, front/back office technology, human resources) and establishing project timelines• Provided ongoing support of existing client base offering workflow analysis & industry best practices• Customized solutions for changing environments: office expansion/contraction, multi-prime transition, separately managed accounts & managed account platforms, cost saving methods, investor due diligence• Applied client service working knowledge of operational best practices, administrator services, portfolio accounting, collateral management and trade entry systems to draft How To Guides for existing clients• Established & maintained vendor relations, garnered depth of product offering, relative strengths/weaknesses• Coordinated thought leadership panel discussions, CTO, CFO, COO conferences on market hot topics• Valued resource for all matters relating to prime brokerage (platform, financing, trends, business knowledge)• Subject matter expert on vendor product offerings, market practices, pricing• Customized budget and business plans- 6 years running a team in Client Service while helping to build the Prime Brokerage platform and pitching potential clients

Prime Brokerage Client ServiceFixed Income Controllers