Oversaw and executed day-to-day operations for $25 billion in assets across various asset classes in 16 trusts including the company's Defined Benefit, Defined Contribution, Nuclear Decommissioning, Voluntary Employees Beneficiary Association (VEBA), Rabbi, and Asset Retirement Obligation (ARO) trusts. Operation activities included liquidity monitoring, funding of benefit payments, trust reconciliations, timely and accurate processing of cash movements, and generation of performance, attribution and risk reporting for internal and external stakeholders.

Executed day-to-day operations for Spider Management's $5 billion in endowment and client assets. Established and enhanced firm systems and processes including cash and liquidity management, performance reporting and analytics, exposure data and reporting, and client facing reports. Power user and point of contact for Spider's performance book of record, Solovis. Completed operational due diligence for investment managers across a wide variety of asset classes.

Supervisory liaison between Reserve Bank and 11 banks; responsible for ongoing monitoring of banks' financial condition. Completed commercial bank safety and soundness examinations to assess risk management practices related to credit, operations, liquidity, legal, market and reputational risks.

Possessed comprehensive knowledge of banking/M&A industries to ensure data accuracy, enhanced data collection processes, and proficiently leveraged SNL data to perform data analysis and generate original content for SNL.com.

Operational subject matter expert for brokered deposits and wholesale funding products offered by firm including Certificate of Deposit Account Registry Service (CDARS), Insured Cash Sweep/Demand (ICS/ICD), and Insured Network Deposits (IND).Accomplishments and responsibilities include, project lead for product expansion of ICS to include demand accounts, execution of cost-benefit analysis of firm's branch accounting initiative for senior management, improved and streamlined processes for internal and external stakeholders and developed enhancement requirement documentation, ensured accurate completion of daily settlement and cash reconciliation for broker dealers and banks, provided or created reporting, metrics, and analysis for key stakeholders, appointed firm bank merger lead, and member of various teams including, research and development for new products, bank failure processing, and CDARS and ICS daily/weekly facilitation.

Developed and maintained relationships with 250+ financial institutions in New York, New Jersey, and Pennsylvania providing operational client support to new and current CDARS and ICS network members ($100MM - $400B in assets).