J.P. Morgan

Vice President

State Street

Managed a team of client relationship specialist for ETF clients.

Assistant Vice President

Relationship Operational management within the IS Americas division. Responsible for overseeing daily operations of client service ops team, managed risk to the bank by following risk management policies and procedures on a daily basis. Acts as single point of contact for the client to resolve inquires and escalation issues

Client Service Operations Officer

Santander Bank, N.A.

Responsible for a portfolio of business customers with a prescribed process for contacting these customers in order to grow, retain, and improve the profitability of these relationships. 

Provides consultative conversations and appointments following a prescribed sales process to effectively uncover customer needs and provide relevant solutions to meet future goals.

Develops and maintains relationship with in-branch partners and key external business partners to increase cross-sell and achieve sales goals. 

Business Relationship Manager, AVP

Citi

Loan origination and cross sales with the Retail Lending / Banking division. Responsible for consulting with client about their financial situation to achieve their home ownership and investment goals. This includes collecting and analyzing information about the customer's financial situation, financial and personal objectives, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history Provide outstanding service for client through the process of the loan. Participated in Business development with Small Business branch manager.

Home Lending Officer

Relationship Operational management within the Wealth Management Services division. Responsible for overseeing daily operations of client service team, managed risk to the bank by following risk management policies and procedures on a daily basis. Acted as single point of contact for the client to resolve inquires and escalation issues

Client Service Officer

Fidelity Investments

Responsible for general middle office support roles of the Fidelity Capital Markets International Equity trading desk, Extended hours domestic trade support and operational support roles of the Fidelity Forex Foreign Exchange Trading Desk for internal and external clients. Manage trade break resolution, confirmation and settlement, issue resolution and internal/external customer service for a 24hr operation

Capital Markets - Brokerage Operations Analyst

Relationship Operational management within the IIS division responsible for overseeing daily custody and accounting  operations for DC and DB clients. Ensuring accurate, timely cash reporting. Monitored Erisa compliance, authorized overdrafts, monitored for risk and exposure. Asset reconciliations, and researching and resolving client inquiries and ad hoc projects. Supervised and developed custody and accounting staff by assigning funds and allocating workflows and developed goals.

Client Service Operation Manager

Investors Bank & Trust

Responsible for the completion of International Settlement Operations daily activity related to compliance and settlements for all Intl Markets (Pac Rim, European, So Americas, and Africa, mid eastPrimary resource during the overnight shift for the client and brokers for all settlement issues.

SR Custody Specialist

Indepndent Mortgage

Loan origination and business development for consumer and commercial.

Sr. Loan Consultant

Lendia

Managed team of loan originators. Recruited and coached sales team. Originated residential and commercial loans.

Branch Manager

Performance-driven, dedicated professional with a proven track record in Sales and Relationship Management, Mutual Funds, Investment Manager Services, Defined Contributions Operations, Institutional Client Servicing, Wealth Management, Domestic and International Settlements, Service Delivery including Securities Lending, Investment Operations, ETF

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