| Years: 2006 to Present |
Employer: Undisclosed |
Title: COO |
Department: Alternative Investments |
Responsibilities:
Implemented strategic organizational changes to achieve improved process performance, reduce costs, and enable consolidation of operations processes for Employer Alternative Investments - Private Equity and Hedge Fund groups. Managed a $6 million budget and responsible for 100+ Middle Office/Back Office resources, including in-house New York-based, BPO offshore India-based, and 3rd party administrators Toronto/Cayman Islands/Guernsey-based staff. Responsible for $10+ billion in new Private Equity and Hedge Fund launched annually. Managed Employer Alternatives Investments Private Equity/Hedge Fund Investor Services/Fund Administration group. This including Investor Marketing, Investor on Boarding, Investor Relationship Management, Investor Servicing, Treasury Cash Management, and Investor Reporting. Conducted Operational reviews of potential new investment deals and advised Product Investment Committees on the Operational risks of potential deals. Advised Investment deals Board of Director/Advisors on Strategic Plans to reduce costs, and improve overall operational efficiency. Achieved high standards of operational efficiency and servicing which were based on measureable KPI metrics. This resulted in reduced operational risk and enforcement of compliance standards. |
| Years: 2005 to 2006 |
Employer: HSBC |
Title: Director Of PMO |
Department: Investment Banking & Markets |
Responsibilities:
Planned and launched Project Management Office for Corporate Investment Banking & Markets Group (CIBM). Identified and managed priorities and resources for global and regional projects including new business product due diligence, Investment Committee due diligence, and IT initiatives. Reported to CIBM COO.
• Built PMO from the ground up, establishing steering committees and standardizing forms and processes that boosted visibility of projects, resulting in improved management decision making that drove revenue increases.
• Succeeded in continuously improving performance by leading issue resolution and risk mitigation of major initiatives with Front Office, Operations, Finance, Legal, Credit Risk, Market Risk, Compliance, and IT organizations.
• Strengthened Board of Directors understanding of CIBM activities by creating consolidated report of all work conducted for foreign exchange, equities, fixed income, interest rate derivatives, credit derivatives, emerging markets derivatives, bank notes, and mortgage-backed securities.
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| Years: 2003 to 2005 |
Employer: Morgan Stanley |
Title: Director of Pricing |
Department: Revenue Pricing |
Responsibilities:
Responsible for all Revenue Pricing activities for Morgan Stanley Investment Management Mutual Funds. Generated of 50 million in incremental revenue a year due to pricing programs and changes implemented. |
| Years: 2000 to 2003 |
Employer: Deutsche Bank |
Title: Director of Technology |
Department: Latin American Securities |
Responsibilities:
Responsible for Implementation of HNW online Bank and Brokerage system for Latin American Securities. Deployed online and phyical servicing center in Brazil. Put together marketing strategy and sales force for generation of new clients. |
