As in innovative financial leader I have extensive experience directing teams across multiple locations, managing multi-billion-dollar institutional client relationships, and ensuring exceptional customer experiences. Developing solutions to market challenges is what energizes me. These solutions are created by analytical thinking and leveraging strong organizational skills.Through communication with senior leadership existing revenues are solidified and grown via additional products and services. I engage with internal and external stakeholders to increase sales opportunities, and am most proud of retaining our largest revenue streams and having played a key role in obtaining new business revenues.Areas of expertise include:Strategic Relationship Management | Revenue Growth & Management | Trust, Custody, & Asset Servicing Fund Accounting | Plan Accounting | Contract Negotiations | New Client Acquisition ERISA / DOL Fiduciary Regulations | KYC / AML Process Compliance & Risk Management | Project ManagementClient Base Has Included:Government Sponsored Pension Plans & Investment Programs | Corporate Defined Benefit Plans | Defined Contribution Plans | Endowments & Foundations | Taft Hartley Plans | Investment Managers | Insurance Companies