Experience

New Albany Plain Local Schools

• New Albany, Ohio, United States

• Part-time Secretary

  • 2016 - Present

  Enabling automation of student reports using the Google product suite. Assist in the process of building elementary class lists and student profiles and automating the written acceleration plan and the written education plans. Enabling automation of student reports using the Google product suite. Assist in the process of building elementary class lists and student profiles and automating the written acceleration plan and the written education plans.



Vaco

• Columbus, Ohio Area

• Part-Time

  • May 2016 - Aug 2016



FolioDynamix

• Columbus, Ohio Area

• Senior Vice President, Client Service Operations

  • Oct 2009 - May 2015

  As the Columbus site manager responsibilities included locating suitable office space, negotiating real estate contract, furnish, and hire staff. The Columbus office was a satellite office responsible for daily operations, performance measurement, account billing and client management. While under my management, the team grew from 3 people when it first opened to 15 when I retired. - Active member of the leadership team and participated in the development and alignment of organizational strategies. Consulted with Senior Team to define top priorities in an effort to improve efficiency, increase revenue, reduce costs and solve problems. - Managed the daily activities of the team, including appropriate resource allocation, setting and reviewing performance objectives, goal and service quality expectations. - Member of the client review team. Reviewed contracts for potential business risk and liabilities. Responsible for reviewing and managing service-level agreements. - Established processes and procedures to ensure a positive client experience. - Ensured the accuracy and timely distribution of product including meeting stated service level agreements. Show less



Citi (formerly BISYS)

• Columbus, Ohio Area

• Business Unit Manager

  • Jan 2005 - Oct 2009

  Responsible for providing leadership, development, and management support for the IAS team which services the retail and institutional separately managed accounts businesses. - Migrated several clients from a high cost center and successfully improved the client experience. - Responsible for reviewing and optimizing processes and procedures, including ensuring that appropriate risk monitoring is in place.- Implemented and supported departmental and new client initiatives. - Developed strategies, plans, and timelines for meeting departmental performance objectives. - Active participant in client conversion meetings; participate as part of the business requirements gathering team as well as the on-site conversion team to ensure excellent client experience. - Identify and react to industry developments in a consistent and uniform manner as well as ensure that technology advances are timely. Show less



FISERV/CheckFree Investment Services

• Jersey City, NJ

• Director, Client Services

  • Oct 2002 - Dec 2004

  Instrumental in the implementation of the functional areas of the Client Service Center. Successfully moved twenty three client specific support staff into product specific areas. - Built a support and oversight team to enhance the client service initiative for several functional areas within the organization; Performance/Billing and Trading/Fixed Income. - Developed, reviewed and refined processes and procedures. - Monitored consistency and quality of responses to clients to ensure optimal client experience. - Conducted client service conference calls and visits. - Researched root cause and seek ways to eliminate and automate client issues. Show less



Neuberger Berman, LLC

• Business Manager

  • Jan 1993 - Oct 2002

  Responsibilities included overseeing all phases of administration for the Consultant Services Group ("CSG"). CSG assets totaled more than $4.5 billion, representing over 13,000 separately managed accounts. - Supported and oversaw entire CSG personnel; portfolio analysts, reconciliation team, new accounts and performance group. - Conducted ongoing evaluation of processes and procedures, suggesting ways to streamline and automate. - Supported Financial Services reporting needs; growth of business as well as sales compensation calculations. - Worked with counsel regarding compliance issues. - Provided ongoing evaluation and automation of internal processes and procedures. - New business development; reviewed contracts, worked with counsel, worked with internal and external clients to develop processes and procedures. Manager of Client Reporting/Performance Analyst - Accumulated composites; ensuring compliance with SEC, GIPS. - Audited and monitored individual account performance. - Prepared client review presentations. - Created, maintained, and updated marketing charts for use in presentations and brochures. - Managed Request for Proposal process and database updates. Show less



Shearson Lehman Brothers, Inc

• New York, NY

• Junior Research Analyst

  • May 1990 - Jan 1993

  - Developed and maintained financial models for portfolio evaluation of closed-end investment companies. - Prepared quantitative and qualitative reports analyzing absolute and relative fund performance. - Evaluated individual fund portfolios and compared to relative peer group to determine an investment opinion. - Communicated and marketed investment opinions through written reports and conference calls. - Developed and maintained financial models for portfolio evaluation of closed-end investment companies. - Prepared quantitative and qualitative reports analyzing absolute and relative fund performance. - Evaluated individual fund portfolios and compared to relative peer group to determine an investment opinion. - Communicated and marketed investment opinions through written reports and conference calls.



Merrill Lynch

• New York, NY

• Research Associate

  • Nov 1987 - May 1990

  - Prepared statistical reports analyzing open and closed-end investment companies comprising total returns, yield, portfolio turnover, expense ratios, and risk/return analysis. Issued performance reports summarizing absolute and relative fund performance. - Liaison between outside companies and Merill Lynch retail sales force. - Assisted Financial Consultants in understanding the product. - Prepared statistical reports analyzing open and closed-end investment companies comprising total returns, yield, portfolio turnover, expense ratios, and risk/return analysis. Issued performance reports summarizing absolute and relative fund performance. - Liaison between outside companies and Merill Lynch retail sales force. - Assisted Financial Consultants in understanding the product.



K Mart Apparel Corporation

• Secaucus, NJ

• Financial Analyst

  • Jun 1986 - Oct 1987

  - Produced, analyzed, and issued performance reports to be used as an indicator of the current year's relative activities to the prior year's figures and following year's forecasted plans. - Research inquires from outside department personnel. - Trained and supervised Junior Financial Analysts. - Produced, analyzed, and issued performance reports to be used as an indicator of the current year's relative activities to the prior year's figures and following year's forecasted plans. - Research inquires from outside department personnel. - Trained and supervised Junior Financial Analysts.