Leading my organization's expansion in Latin America, I have successfully driven a 21% growth in AUM and increased the investor base by 25% from the region. I build and maintain strong relationships with family offices and HNW investors, leveraging my cultural expertise to foster trust and long-term partnerships. In my role, I also advise the CEO on strategic investor engagement, identify key prospects, and facilitate new business opportunities.Streamlined crypto asset management, reducing operating costs by 67% and improving data processing time by up to 90% through enhanced reporting models. I managed crypto transfers, conduct due diligence on exchanges and vendors, and negotiated significant fee reductions with third-party providers, contributing to the organization's overall growth and operational efficiency.

In my leadership role at Apollo Insurance Solutions Group ($186B AUM), I managed foreign cash operations, including Swaps, FX spots/forwards, and transaction reconciliation across 200+ portfolios. I developed innovative processes that optimized portfolio management, reduced foreign currency exposure, and cut annual losses by $550K, while reallocating over $140MM in funds. I also reduced negative interest fees by 40% and significantly improved operational efficiency.I led a systems transition, improving workflow efficiency by 75% and ensuring smooth onboarding for new staff. My efforts in strategic planning and guiding the Portfolio Manager and Hedging team ensured accurate fund repatriation and the successful execution of complex transactions.

Conducted in-depth asset-level reviews of trade activities, rating changes, and CLO performance metrics. Managed daily cash activities and trade settlements, resolving discrepancies efficiently. Interpreted CLO/CDO indentures, credit agreements, and agent notices to navigate complex financial instruments.

Worked closely with startups and small businesses to assess their needs and implement strategies that drove 50% revenue growth while reducing operational costs by 30-40%. Established a solid operational foundation by introducing standard operating procedures and process improvements to enhance digital infrastructure. Additionally, developed employee performance review systems, exit interviews, and feedback mechanisms, advising leadership on team culture, engagement, and retention to foster long-term success.

As a key member of a 3-person team, I helped drive the firm’s growth from $35B to $70B AUM. I managed daily cash transactions of $1B across fund investments, securities purchases, CDS, CDX, margin calls, repos, FX trades, and loan settlements. I fostered collaboration between operations and finance teams to execute corporate initiatives and identified operational efficiencies through data analysis. Additionally, I managed relationships with internal teams, external service providers, and prime brokers for 80+ GSO Funds, ensuring accurate settlements, distributions, and deal closings.

Successfully managed fund administration of 7 CLO funds (total $3 billion AUM): Investor reporting, compliance, cash reconciliation.