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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Norwood House RdDowningtown PA Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEsummaryOver 15 years of financial experience defining, identifying and managing projects in the financial services industry.Proven track record of analyzing and improving accuracy of investment products and assets on multi-level financial operation platforms.Demonstrated ability to rapidly assess business, technology and operational needs and to devise and implement effective solutions.Strong base of team management skills to effectively maintain structure and production in a fast-paced work environment.PROFESSIONAL EXPERIENCEStateStreet Bank, Berwyn, Pa (Dec 2020 Current)Senior Client Onboarding/Relationship MgrResponsible to interface daily with the clients front office personnel and serve as a single point of contact with the client for all New Account Launches, Closures, Custody Conversions, Account Restructures, Mergers, and Asset Transfers.Eliminate risk incidents and errors through completion and quality control review of peer's work on a daily basis.Coordination for all new account activity and maintenance across all impacted business teams within IMS, including ownership for operational readiness within agreed upon timeframes.Support for the set up and maintenance of accounts across multiple applications, including recordkeeping and data warehouses.Conduct high-level analysis in specific areas of expertise, identify and resolve work-processing issues, and make suggestions to streamline operations.Resolve discrepancies and take action on routine matters and inquiries from external clients and internal departments.Make proactive recommendations and solutions for problem resolution and cover various supervisory functions when necessary.Financial Project Manager Consultant (Various financial projects/firms: Oct 2019 - Nov 2020)Responsible for making recommendations and strategy respective to related initiatives, including translating analysis and results into business strategy.Actively participated and collaborated in work stream meetings and ad hoc working sessions to drive agendas, prepare meeting minutes and keep track of agreed actions/projects.Analyzed company data and key financials to forecast trends and implement projects to meet present and future initiatives.MetLife Investment Management, Philadelphia, Pa (Contract: Oct 2018 - Oct 2019)Client Mgr/AnalystAssisted in the drafting, preparation and ensured the accuracy of all materials produced by the team, including but not limited to: Client Reviews, Pitch Books, Quarterly Commentaries, Strategy Fact SheetsPerformed monthly and quarterly updates of strategy performance and portfolio characteristic information on industry and consultant databasesAssisted investment professionals on preparation of performance attribution, risk summaries, and strategy analysisCreated alternatives and recommending courses of action to reduce costs and improve the companys financesSEI Investments, Oaks, Pa (July 2007 - Oct 2018)Middle Office Operations/Client Relationship Project MgrProvided account and operational client onboarding management within SEIs product platform through extensive daily support and interaction.Responsibilities included completion of daily workflow, reports, trade control checks and reconciliation, inquiry management through team mailbox, and ownership of work allocated.Solely responsible for a high net-worth book of clients to manage, review, and analyze the conversion of all assets onto SEIs product platform as well as our SMA platform.Identified onboarding platform and system gaps for our clients through data collection and implement projects to stabilize the offsets. Additionally, participated in aligning the team with initiatives impacting the broader group, including process enhancements, control reporting, audit requirements, and action plans to address fallout.Developed financial models consisting of attribution breakdowns, risk summaries, and benchmarks across portfoliosTracked actual financial results in comparison with company forecastsConducted business studies on past, future, and comparative performance to develop and forecast models.Managed a team of analysts; responsible for the teams productivity output; enhanced and improved team efficiency, communication, and accountability.Synthesized and analyzed financial data (like budgets and income statement forecasts) with consideration for the companys goalsPrimarily responsible for working with the higher-level firms that require more attention and focus for trading, receipts, disbursements, strategy rebalancing, daily account activity, and being a Subject Matter Expert for specific questions around rules/processes.Provided independent advisors with outsourced wealth management platforms designed to meet the demands of high net-worth clientsOther Professional ExperienceJG Wentworth Financial- (Account Executive/Client Relationship Mgr- 2005- 2007)Morgan Stanley- (Portfolio Analyst/Client Relationship Mgr- 2001-2005)EducationGwynedd Mercy University, Bachelor of Science in Business Administration, Summa Cum LaudeComputer Skills: VLookup functionality, Excel macro functionality, Blackrock Aladdin, Tableau, CRM, Salesforce, Sharepoint, MPBI, Microsoft Office Programs, Query Builder |
