A financial services professional with over 10 years experience in handling investment management operations and in coordinating client on-boarding operations, providing clients with quality financial services and communicating effectively with internal and external groups.• Coordinate the on-boarding of institutional clients, including Banks, Broker Dealers, Insurance Companies, Pension Funds, Asset Managers, Hedge Funds and other major investors for the Global Markets Sales teams across Equities and Fixed Income.• An integral member of the Client Integration team that supports the Rates, Credit, Equity, FX and Emerging Markets sales desks by handling the products and services relationship with the clients.• Supervised fund accounting activities, checking that all work completed by fund administrators was done timely and accurately. Ensured that all company procedures and controls were completed during the production of client NAV's.• Chosen by management to handle large, complex account startups and participate in launching new funds, mergers and transfers. Successfully coordinated these fund activities with Fund Administration, portfolio managers, compliance and the fund's custodian.• Played an integral part in streamlining the operational processes of account openings and transitions, Sarbanes Oxley (fund) requirements, pricing, performance, and securities databases by enhancing systems and procedures for these functions, and reducing maintenance requirements.Specialties: Client Onboarding, Investment Fund Accounting, Fund Administration, Account Start Ups, Fund Transfers and Mergers, Supervising Investment Operations, Financial Analysis, Financial Reporting, Securities Database Management, Private Placement Deals Coordinator, Customer Service, Staff Leadership and Training, Project Management, and Process Improvement