Skills
Financial Services Oversight, Transfer Agency Oversight, People Management, Leadership, Asset Management Services, Operations Management, Vendor management, Procedures Management, Customer Service Management, Project management
About
Dedicated Operations Leader with career success in a top asset management setting focusing on operational excellence, service oversight, and continuous process improvement. Deep knowledge of mutual fund, 529 plan, and private offering operations.
Respected builder and leader of teams, instilling a shared enthusiastic commitment to realize best in class client service as a key driver of company goal attainment.
Excellent communication skills critical for fostering positive relationships with all internal organizational teams and lines of business and external vendors, service providers and business partners.
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