• • Responsible for working closely with internal business partners to analyze trust division needs. Analysis includes – develop project scope designed to fully integrate all departments and functions, identify potential project hurdles and provide solutions, ensure project is moving according to timeframe established, foster relationships with external vendors as needed, and complete testing and training for projects as needed.• Worked with executive teams as well as multiple internal teams within the trust division to develop a comprehensive plan for a high profile project surrounding the client presentation application ultimately designed to tailor the investment process to more effectively meet trust client goals. The new application was adopted by the private client advisor groups and is being utilized across multiple locations. • Successfully implemented the new client presentation application; Developed and conducted training for 100 employees across multiple sites to ensure user accuracy. • Researched multiple potential vendors and provided an in-depth detailed recommendation to the institutional trust department for a fund accounting solution that would ultimately create scalable efficiencies allowing increased client opportunities for the team.• Successfully created test scripts and completed a disaster recovery test for the middle office business unit resulting in the ability to effectively and efficiently continue business if a disaster should occur.• Collaborated with the fee unit to develop a proposal for implementing a system enhancement that would allow successful completion of an internal financial reporting goal in place.• Have been recognized for quickly building and fostering strong working relationships with internal teams to promote successful outcomes and meet strategic initiatives in addition to receiving two Blue Chip awards for successful project implementation.• Completed Agile project methodology training.

• Analyze current processes and recommend solutions for improved efficiencies• Work with internal departments to streamline system enhancements into daily operations• Define business/system requirements by facilitating user meetings and interviewing users, developing use cases, and researching and resolving issues• Authorize Fed wire and Swift 210 and 202 payments• Validate service exceptions, communicate status and establish areas for improvement• Support the analysis of user interface design efforts; participate in design sessions, document and validate recommendations

• Manage a team of accountants responsible for all transaction oversight for 18 mutual funds• Ensure that the net asset value of 6 mutual funds is accurate and is sent to NASDAQ successfully within strict daily deadlines• Develop and implement training materials to improve new-hire on boarding process• Responsible for completing audit documents quarterly, semi-annually and annually• Ensure offline schedules are processed accurately and timely• Respond quickly to internal client inquiries; Resolve escalated problems in a timely manner

• Manage team of trust operations specialist that are responsible for accurate and timely processing of security transactions to personal trust accounts• Provide coaching, training, mentoring; Resolve escalated problems in a timely manner• Lead and participate in special projects such as procedure review for all teams and partnering with a vendor to automate class action filing• Ensure team staffing is adequate to perform all assigned functions timely• Evaluate processes on an ongoing basis and look for accuracy and efficiency improvements

• Oversee 3 First Line Managers, 27 Senior Associates in Boston MA, Kansas City MO and Mumbai India that are responsible for providing customer service for 15,000+ accounts• Identify and resolve domestic and international security trade processing issues as they arise within Global Trade Processing division• Review client’s DTC, FED and Foreign trade instructions to ensure timely and accurate settlement• Evaluate internal procedures to ensure risk is reduced and efficiency is achieved• Work with Vice President team to develop and execute internal strategies to maintain service standards that align with team goals• Created reporting and trend analysis for trade errors that have resulted in higher accuracy rates for the international and domestic trade processing teams

• Manage, coach, train and evaluate team of 6 Client Service Representatives to provide direct client service support to internal, investment managers and central support teams to ensure timely and error free processing of, and facilitate the resolution of, high risk asset serving functions• Track and conduct research using internal and external sources to respond to and resolve complex inquiries• Maintain communication across multiple global State Street sites• Interview and make hiring decisions• Served as Subject Matter Expert, representing the trade processing team, for external consulting firm in developing organization wide interaction model• Completed Path of Leadership Program—2007• Work with team members to help them understand the trade lifecycle

• Lead team of Portfolio Administrators to ensure accuracy of cash transactions, stock and bond securities, and derivative transactions• Build and maintain strong relationships with external investment managers• Monitor all money and securities settlement for multiple mutual funds• Compile net asset values of mutual funds and derive price per share• Ensure accurate internal and external audit reviews• Served as Subject Matter Expert during integration of custody group into accounting division; created training materials for integration process• Execute FXs for cross currency trades• Interfaced with Clients, Prime Brokers and Back Office Operations to ensure efficient daily operations• Utilized the DTC Terminal for research and proof of settlement• Responsible for the custody processing of 40 mutual funds that included fixed income and equity securities for both DTC, FED and international locations

• Responsible for the timely and accurate receipt, authentication, processing and settlement of international and domestic securities and related cash transactions to custody and accounting platforms• Provide accurate and detailed daily cash availability reports to external clients• Monitor corporate actions and clarify actions to external clients• Work with complex financial instruments and work within strict deadlines on a daily basis• Responsible for the timely and accurate receipt, authentication, processing and settlement of security trades • Account balancing and reconciliation