Shane White Email & Phone Number

Experienced Assistant Vice President with a demonstrated history of working in the financial services industry. Skilled in Portfolio Management, Risk Management, AML, Hedge Funds, Client Data Services, Investment Banking and Strategy. + Primary contact for Hedge Fund relationships on Large, Mid & Small Cap Hedge Funds.+ Strong knowledge of AML and point of contact as a Risk Champion.+ Fixed Income and Equity Settlements.+ Versed in Asset Classes - FI, Equity, TBAs, Derivatives – ownership of client’s trade life cycle – ensure good facilitation from implementation through settlement. + Collaborate with IT on client requests and system improvements.+ Managerial learning and development skills.+ Knowledge of BPS (Broadridge), IMPACT, FED Clearing and Equity Clearing, FIDESSA, Euroclear and Omgeo ALERT.+ Client Data Management.+ Compliance and Risk Management.+ Oversee accurate and thorough results of the client lifecycle in new account and trading account creation lifecycle ensuring all components in end to end covering Operations, Financial Crime Risk, Legal and product are met in accordance with defined SLA’s. Drive the Global Functional Operating Model within the Region and Market the Client Data Services Franchise, ensuring the compliance with structured governance to sustain working relationships stakeholders. +Manage Offshore expectations for the US and work in a collaboration with teams for continued seamless process across all regions, Follow the Sun model.+ Ability to drive global consistency in all client data maintenance process across all asset classes and markets for FX, Derivatives, Fixed income and Equities.+ React to react to situations quickly and effectively.+ Deal with problems as they arise in an environment with multiple priorities.+ Proven analytical, problem-solving and conceptual skills.+ Excellent interpersonal skills.+ Proficiency in MS Office (Excel, Word, Visio, PowerPoint and SharePoint) and LOTUS Notes.

Listed skills include Strategy, Portfolio Management, Treasury, Prime Brokerage, and 10 others.