Experience

John Hancock Investment Management

• United States
• Investment Management
• 300 - 400 Employee

• Manager, Treasury & Portfolio Services

  • Nov 2016 - Present



eSecLending

• Financial Services
• 1 - 100 Employee

• VP, Operations

  • Jan 2011 - Jan 2016

  Managed a team of 10 responsible for the firm's transaction and payments processing, exposure management and reconciliation of all securities and cash positions. - Managed, trained and motivated staff to align team efforts with the company’s goals. - Fostered a client service-oriented approach toward internal and external stake-holders.- Drove projects with a focus on process improvement and creating scaleable, volume-insensitive operations.- Managed relationships with the firm’s trading partners, custody banks and systems vendors.- Led a group of industry peers in creating the best practice for valuing loans of fixed income securities. Show less

• AVP, Operations

  • Mar 2007 - Jan 2011

  - Co-managed team responsible for transaction processing, loan collateral coverage, marks-to-market and daily balancing of all loan and cash accounts.- Spear-headed in-house development of system to automate cash-handling processes, resulting in an eventual 50% reduction in team headcount, while supporting year-over-year increases in transaction volumes.- Liaison with IT teams in developing systems to support growth and to meet client needs.- Increased utilization of MS Excel to automate processes, while reducing drain on IT resources.- Managed through the 2007-2008 financial crisis, with no collateral losses. This included the unwind of $1.4BB in balances with bankrupt trading counterparties. Show less

• Operations Supervisor

  • Jan 2005 - Mar 2007

  - Team lead of 4-6 associates responsible for daily transaction processing. - Reduced errors through the implementation of managerial controls. - Refined the use of desktop technologies to improve processing and to support solutions customized for each client.



State Street

• United States
• Financial Services
• 700 & Above Employee

• Securities Operations Administrator

  • 2003 - 2005

  Internal customer support for external securities lending agents. Instructed securities trades in domestic and foreign markets. Investigated and resolved trade fails and discrepancies. Internal customer support for external securities lending agents. Instructed securities trades in domestic and foreign markets. Investigated and resolved trade fails and discrepancies.



VestServe

• Software Developer

  • 2002 - 2002



Thomson Financial

• Financial Services
• 500 - 600 Employee

• Associate Software Engineer

  • 2000 - 2001