Experience

AccessFintech

• United States
• Financial Services
• 100 - 200 Employee

• Global Account Manager

  • Oct 2020 - Present



Allvue Systems

• United States
• Software Development
• 400 - 500 Employee

• Client Relationship Manager

  • Sep 2019 - Oct 2020



Black Mountain Systems

• United States
• Software Development
• 1 - 100 Employee

• Client Relationship Manager

  • May 2015 - Sep 2019



IFS, A State Street Company

• Greater New York City Area

• VP, BUSINESS DEVELOPMENT AND RELATIONSHIP MANAGEMENT

  • May 2008 - May 2015

  Manage the entire lifecycle of client relationship. Screen and respond to prospective client inquiries and lead sales meetings. Prepare new client fee and service proposals and Requests For Information (“RFI”). Negotiate administration contracts in consultation with legal team. Oversee transition and implementation of new clients onto IFS platform. Ensure client satisfaction and internal controls, addressing service changes or issues for existing clients. Keep abreast of industry trends by client networking and conference attendance. Manage client p/l, maximizing profitability while maintaining a competitive offering. Lead executive client meetings and regular service reviews. Identify and pursue cross sell opportunities within the Alternative Investments Services group and across entire State Street organization. Train junior team members instilling strong client service focus. Show less



IFS

• Financial Services
• 100 - 200 Employee

• AVP, Business Development

  • May 2008 - Jan 2010



UNTAS A.S.

• Ankara, Turkey

• Managing Partner, International sales

  • Mar 2007 - May 2008

  Manage international sales for family owned Mining and Manufacturing Corporation. Manage international sales for family owned Mining and Manufacturing Corporation.



SS&C GlobeOp

• United Kingdom
• Financial Services
• 700 & Above Employee

• MANAGER, IMPLEMENTATIONS AND BUSINESS ANALYSIS

  • Aug 2004 - Mar 2007

  Managed a team of implementation specialists launching new hedge fund clients and transition of take-on clients. Rebuilt the implementations group, restoring sense of urgency and delivering results critical to firm. Hired, trained and supervised global team including GlobeOp India personnel.Built implementation processes and procedures. Aided SAS 70 certification effortsLaunched a web-based implementations process to enhance internal controls and provide transparency to clients.Streamlined client and investor due diligence process by leading the development of an in-house workflow management system linking all aspects of the company. Maintained and delivered weekly reports to senior management on expected revenue, client profitability, business activity, and prospect analysis. Show less

• ASSOCIATE MANAGER, IMPLEMENTATIONS AND BUSINESS ANALYSIS

  • May 2002 - Aug 2004

  Implementation specialist for new clients and funds, responsible for coordination and setup of trading systems and training clients in their usage. Developed new client services leveraging the global IT Group. Managed relationships with hedge funds and prime brokers.Received extensive training on Hedge Funds operations and interacted daily with fund executives. Displayed excellent performance and promoted quickly within firm



Hera Hotel

• Greece
• Hospitality
• 1 - 100 Employee

• Managing Partner

  • 2002 - Feb 2007

  Engaged with the management of the family owned resort Engaged with the management of the family owned resort



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• FINANCIAL SERVICES ASSOCIATE

  • Aug 2001 - Apr 2002

  Received training on client communication, prospecting and financial products sales. Interacted with clients to understand their financial needs and goals, earned distinction as the leading new associate in the branch office. Received training on client communication, prospecting and financial products sales. Interacted with clients to understand their financial needs and goals, earned distinction as the leading new associate in the branch office.