Business Transformation and Program Executive to the C-Suite executives, Operations and Front Office affiliates. Supporting Asset Mgmt., private equity, debt, and credit lines of the business with all their co-investment functions, strategy, and process improvement opportunities.• Executing on a roadmap of projects that will build a consolidated Enterprise Asset Management Platform to empower the business with the tools necessary to effectively manage portfolios, both by understanding portfolio performance as well as adhering to and anticipating decisions related to investment management agreements. Develop the ability to efficiently service, perform accounting, and report on the portfolio to investors throughout the lifecycle of an investing relationship.

Managed a Global team of project managers & business analysts who functioned as business project leads for cross-functional initiatives, conduct productivity and control initiatives.• Led the execution and implementation of a major Global Corporate Actions system change by ensuring business requirements were accurately defined, business implications and impacts of initiatives were understood, and leadership decisions regarding change initiatives were informed through a thorough and thoughtful analysis and recommendations.• Reduced staffing within the BMO’s Global Corporate Actions team by $900k annually because of the implementation of an automated Corporate Actions platform.• Identified efficiency potentials—Operations reduced FTE headcount 16% in 2017; headcount reduced from peak of 336 in 2014 to 257 in 2017 while supporting increased volume and new lines of businesses.• Assisted with the implementation of a vendor Swap system to support the full lifecycle of swaps.Managed annual department budget including yearly planning, quarterly forecasting, and monthly reporting. Implemented enhanced financial planning & analysis reporting via Spotfire.• Established central point of control for Operations vendor relationships which ensures all contracts were risk reviewed to regulatory standards, centralizes invoice tracking and processing, and ensured proper accruals.• Significantly reduced Nesbitt’s annual capital requirements by $90mm by the development of robust capital reporting and operating controls.• Drove cross-functional collaboration initiatives, enhancing communication and coordination between departments to streamline collateral operations.

Managed a Domestic and International operations team of eight employees that supported a $3bn Global Equity and Fixed Income Financing desk. Covered liquidity risk, corporate actions, entitlements, capital and counterparty exposures, trade entry and trade settlements.• Ensured short coverage and settlements for various internal trading groups, whose strategies varied from CB arbitrage to merger arb, from relative value to corporate action-driven events. In close coordination with our London operations team, managed the settlements for a European match book and yield enhancement portfolios across US, Canada, Asian, French, German, Italian, Swedish, Norwegian, Finnish, Danish, Spanish, and Swiss markets; trades were both via stock loan and swaps.• Managed and optimized non-cash exposures via US Treasuries, general collateral, equities, and collateral swaps.• Collateralized and funded business via Treasury Swaps, FX spot and Forward transactions, Secured and Unsecured funding.