I am an operations leader with over 10 years of experience in investment operations, corporate actions, treasury, cash operations, trade support, and fund administration. I have worked across global banking, asset management, and financial-services environments.
I lead teams through daily operational delivery, staffing, scheduling, workload allocation, coaching, and KPI reviews. I serve as an escalation point for complex stakeholder, client, and partner queries while ensuring teams meet quality and SLA expectations.
My experience includes corporate actions processing, fund transactions, reconciliations, wire transfers, cash and treasury activities, trade support, and investor-services operations. I am comfortable managing high-volume, time-sensitive workflows involving redemptions, switches, transfers, account setup, collateral margins, and payment reporting.
I drive process improvement through SOP development, workflow standardization, template automation, and procedural updates. I translate operational details into clear performance reporting for senior management and stakeholders.
I am committed to developing people through mentoring, peer training, quality review, and structured task allocation. My leadership approach combines operational discipline, stakeholder management, and continuous improvement.
Led staffing and scheduling activities to maintain full team and FTE coverage for daily corporate actions operations. Served as the primary escalation point for complex partner and client queries.
Delivered annual, monthly, and weekly performance reports to senior management. Coached and mentored team members, oversaw KPI reviews, and managed HR administration including attendance and recruitment support.
Led projects involving SOP creation, procedural updates, and operational process alignment. Delivered peer mentoring and process training to strengthen team capability.
Structured team roles and allocated tasks according to individual skill sets. Managed daily fund transactions, including redemptions, switches, transfers, account setup, and asset-management payment reporting.
Managed mailbox liaison responsibilities and delegated daily operational work across the team. Reviewed completed transactions and wire transfers to ensure accuracy.
Provided asset acquisition reporting support for real estate counterparts. Resolved internal and external queries and coordinated follow-up activities across teams.
Managed daily fund transactions involving redemptions, switches, transfers, and account openings. Supported investment operations delivery and team workflow management.
Led SOP and automation initiatives to streamline templates and workflows. Provided peer mentoring and helped structure team roles and task allocation.
Assisted clients with product inquiries and trade troubleshooting. Supported trade search and trade replication requests.
Coordinated with internal teams to manage trader permissions and setup requirements. Helped ensure timely resolution of trade-support issues.
Served as the primary stakeholder contact for cash operations queries. Monitored Futures Collateral Margins, REPO, and ISDA daily cash activities, and verified cash breaches and aging wire breaks.
Directed task allocation, coaching, and mentoring across the team. Led process reviews, documentation, and standardization initiatives for cash operations.
Supported task allocation and query resolution across FCM, REPO, and ISDA workflows. Assisted onshore teams and counterparties with interest true-ups.
Contributed to process-streamlining initiatives and prepared administrative reporting for leadership. Supported operational coordination across trading and cash-management activities.
Performed quality assurance and system verification for reconciliation and statement reports. Acted as a second checker for documents and statements released to funds and investors.
Input and reconciled Net Asset Values and prepared market value statement reports. Supported accurate investor reporting and fund-administration processes.
Processed client invoices, premium payments, and account data updates. Supported accurate administration of long-term care claims and benefit-related processes.
Maintained compliance with IRS reporting requirements and internal company guidelines. Ensured client account activities were processed according to established procedures.
Bachelor's Degree, Computer Science
Bachelor's Degree in Computer Science.
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