Managed budget, staff and large systems applications responsible for ensuring data accuracy of holdings and transactions used to manage $1 Trillion of hedge fund, client institutional, and high net worth assets.✓Member of the firm's New Product Working Group to understand requirements and ensure appropriate product support.✓Designed new process for cash management support that would ultimately result in 50+% capacity savings and enable a new Treasury function for the firm.✓Saved $1M through renegotiation and reengineering of outsourced reconciliation processes.

Developed, championed, and subsequently implemented the concept of a new, dedicated investment support team providing centralized product and asset class-focused support allowing Portfolio Managers to focus solely on investing. Support included: needs assessment and communication meetings with each investment team; global market access; monitoring positioning and rebalancing versus targets; managing client flows; and client on-boarding.✓Devised and developed a platform for systematically managing investment orders that required special processing✓Co-led initiative to define firm-wide infrastructure support requirements for global expansion of investors enabling senior management to obtain a more complete view of implications associated with the firm's globalization efforts.

Managed staff of 41 supporting project management, nightly cycle process optimization, trade operations and corporate actions. Provided business management support for division including compensation committee presentations to obtain resources and procuring and managing IT budgets.

Led multi-year program to implement the first accounting application at the firm (Geneva), which is relied on firm-wide for all position and transaction data including over 8 million outbound data elements daily. This application is a golden copy enterprise-level system integrated with numerous tier one applications, including the trading system and data warehouses.

Hired, trained and supervised staff of Mutual Fund Accountants. Validated results of daily NAV and yield determinations for domestic and international mutual funds. Coordinated the preparations of compliance reports and audits.

Analyzed and converted term life insurance policies to whole life. Liaison to southwest regional branch agencies.