▪ Built and maintained lasting relationships with global institutions including major banks, hedge funds, and sovereign wealth funds, ensuring seamless asset custody and heightened client satisfaction.▪ Led and oversaw complex projects involving third-party software used for all stages of collateral management, clients, and internal technology teams to streamline different processes, often resulting in increased efficiency by >30% and a significant reduction in errors and delays.▪ Directed initiatives to automate manual processes, resulting in a 60% reduction in task completion time and significantly improving team performance.▪ Initiated and led weekly client check-in calls to ensure satisfaction, reviewed ongoing project status, discussed upcoming initiatives, enhancing communication, and proactively addressing client needs.▪ Guiding a team of analysts at BNY Mellon, I was pivotal in the orchestration of collateral and derivative processes for 14 top-tier clients. Our strategic initiatives led to more efficient collateral allocation and enhanced client satisfaction rates by over 25%.▪ Successfully utilized CRM platforms to streamline the onboarding process for clients, integrating them into our digital platforms efficiently, which decreased onboarding time.▪ Developed and executed annual account success plans tailored to each client's unique needs, leading to an increase in client initiated project expansions.▪ Fostered strong customer relationships, effectively understanding their needs, addressing issues, maximizing satisfaction, and identifying new business opportunities. Managed all client relationships and ensured smooth day-to-day operations and long term projects.▪ Designed and implemented comprehensive procedures and checklists for analysts resulting in a 70% reduction in inaccuracies and mistakes related to financial data files.▪ Supported successful compliance with federal government regulations and requirements.

▪ Expanded customer base by 50% within a year through successful market research analysis to identify new business opportunities and develop sales strategies. ▪ Successfully managed all aspects of daily operations including budgeting, logistics, transportation, and inventory management to ensure high-quality services were delivered to customers. ▪ Established key performance indicators (KPIs) to monitor team performance and operational efficiency, making data-driven decisions to drive continuous improvement.▪ Streamlined the moving process by implementing an advanced inventory management system.▪ Collaborated with real estate agents and property management companies to establish referral partnerships, resulting in a significant increase in bookings.▪ Oversaw the maintenance, scheduling, and procurement of the moving truck fleet, ensuring minimal downtime and maximizing utilization.