-Lead PGIM’s Core Bond Operation functions, including claims process, regulatory changes, and bond management optimization.- Reorganize team into functional verticals, improving role clarity and oversight.- Implement a follow-the-sun model for claims processing by establishing a small operations team in Ireland.- Enhance department efficiencies to strengthen control and reduce operational risks.- Manage broker and custodian relationships, streamlining communication for faster results.- Directed the preparation of operations for T+1, a regulatory change required by the SEC.

Provided thought leadership and managerial oversight for daily operations, including trade capture, confirmations, and lifecycle processing.Acted as a subject matter expert and escalation point for derivative products and architecture.Implemented a new CLS FX settlement process, boosting operational efficiency by 70%.Monitored ongoing risks, driving process improvements, resource optimization, and performance management.Developed training plans and onboarded new associates.

Identified and implemented workflow/system improvements, such as the Actual Settlement Date Macro, increasing efficiency by 90%.Developed procedures to aid new hires in mastering trade operations settlements.Streamlined workflow with a new claims system, reducing investigation time by 40%.

- Processed TBA Pairoffs, instructing dealers and custodians for portfolio-level settlements on value dates.- Minimized fail exposure by resolving pool discrepancies and ensuring timely settlement of mortgage securities.- Led multiple projects to enhance departmental efficiency, including the SPO Project and the Actual Settlement Date Macro for TMPG.

- Managed the onboarding process for over 200 clients and verified client information- Reviewed and effectively billed tier one net worth client accounts their initial and quarterly fee through internal mainframe systems.- Produced daily exception reports and compare data between firm's Portfolio Investment Management System- Created and process invoices using UBS internal billing system and timely processing of payments in accordance with timelines and procedures.- Worked directly with senior management of the Operation and Product departments to verify data and compile spreadsheets for Financial Advisors to be used as part of the validation project for Institutional Clients.