Timothy Byrne Email & Phone Number

Newton, Ma

Manager, Relationship ManagementEffectively managed the team of 6 Account Managers in a Business Processing Outsourcing (BPO) model.Actively managed team members and provide feedback on their performanceWorked with clients to ensure that they were receiving value from Ascensus services which included: Record keeping services on the Unite platform, Marketing, Client Services, Legal and Program Management.Understood the workings with each client/partner to ensure Ascensus is being effectiveDeveloped minimum qualifications and standards for Account ManagersIdentified training opportunities for the teamImplemented SOPs and Best Practices for the teamEnsured all Account Managers have the ability to manage small to medium projects Built and enhanced client relationships and cultivated retention and growth opportunities with various clients, including: Vanguard, The State of New York, American Century Investments, First National Bank of Omaha, Representing over $100B in assets.Coordinated Due Diligence meetings which involves: educating and updating clients on procedural, technological, compliance, and regulatory changes affecting workflow, technology, and serviceProactively identified opportunities to enhance internal functions and processesProgram Manager/Project Manager-Relationship ManagementFunctioned as the Program Manager/Project Manager for all Client Directed projects for Ascensus Government SavingsServe as the inter-departmental liaison for key operational initiatesSupported new business conversionsOversaw the implementation of multi-plan plan related updates, changes and/or enhancementsMonitor, track and report on overall workflow status and prioritization of projectsHelped lead the Relationship Management group through the Ascensus transformation to Agile Software development to rapidly deliver customized technology solutions to our clients

• Delivered the results and growth metrics for clients around; forecast metrics, specific product lines, and customer service• Built and enhanced client relationships in a Business Process Outsourcing Model (BPO) as well as cultivated retention and growth opportunities with various clients including: Mercer Investments, Aberdeen Asset Management, MassMutual, Principal Global Investors, Commonfund, Highland Capital, and Blackstone. Representing over $25 million in revenue• Reviewed client concerns to maintain an excellent rating status and ensure overall customer satisfaction• Represented clients internally and coordinated with other operational teams to implement systems, complete projects, and address ongoing service needs• Created effective meeting agendas in order to capture appropriate client information, needs, and concerns• Gathered and reviewed client and fund documentation for conducting AML/KYC reviews. One client represented over 500 reviews in a period of 6 months• Analyzed monthly KPIs to help supervisors enhance their teams and presented KPI's to clients• Secured Compliance services contract resulting in over $150K in new revenue. • Educated and updated clients on procedural, technological, compliance and regulatory changes affecting workflow, pricing, technology and service. • Demonstrated ability to work remotely with minimal supervision while effectively managing time to accommodate travel and associated scheduling.

Boston

• Managed relationships with Commonfund and ascertained that requests were being met and that Commonfund was satisfied with the level of service.• Functioned as the main point of contact between Commonfund, Treasury Services, Compliance, and Financial Reporting Shared Service teams• Acted as primary contact for PWC during annual Audits• Oversaw the direction and training of 4-6 Senior Associates. • Managed staff time to ensure all daily, monthly and quarterly deliverables were completed according to client expectations• Reviewed and approved Expenses/Payments, Compliance, Performance, and Tax matters including; Quarterly IRS Compliance results and excise distributions

Greater Boston Area

• Coordinated and monitored fund administration group activities in monitoring fund's compliance investment restrictions detailed in the Prospectus, Statement of Additional Information, Investment Company Act of 1940, and Internal Revenue Code.• Identified and provided guidance to staff on treatment of complex financial instruments and complex compliance issues including Master-Feeder multi-class funds as well as Exchange Traded Funds• Coordinated and monitored fund administration group activities in performing monthly expense projections and accruals, monthly calculation of asset-based fees, and disbursement analysis• Coordinated and monitored fund administration group activities in preparing monthly Management reports and quarterly Board reporting on fund operations (including Total Return, Compliance summaries, Statement of changes in Net Assets)• Collaborated with tax department to calculate fund distributions to ensure compliance with IRS distribution requirements• Provided feedback and coaching to staff, conducted performance reviews, and established performance objectives• Developed department wide Excise Distribution Procedures resulting in a reduction in errors by the Fund Administration department by approximately 25% • Developed and presented training materials for Investors University in the area of Board Book Analysis