Experience

Taxpayer Advocate Service

• United States
• Government Administration
• 100 - 200 Employee

• Intake Advocate

  • Jun 2023 - Present



Ultimus Fund Solutions

• United States
• Financial Services
• 300 - 400 Employee

• Client Implementation Coordinator

  • May 2012 - Jun 2023

  Supports the Director of Business Development, Director of Client Strategies and Managing Directors in their efforts to reach the next level of growth for Ultimus Fund Solutions. Primary duties consist of researching and collecting data on mutual funds and mutual fund service providers; populating and maintaining CRM database; coordinate RFI/RFP responses and due dilligence questionnaires; create service proposals for prospective clients; and create various reports as directed by senior management. Other duties include assisting the Marketing Coordinator in all marketing efforts, including creating/reviewing website and collateral materials, attending industry events, and planning client or prospective client events. Show less



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Officer - Client Services Manager

  • Dec 1996 - Dec 2011

  Merger of Integrated Fund Services, Inc. and J.P. Morgan created global interaction and responsibilities. • Managed day to day communication between Administrators of 6 mutual fund families (AUM of $7.8 billion) and the J.P. Morgan Fund Services operations. Responsibilities included service escalation issues, responding to time sensitive inquiries and new service onboarding, resulting in high client satisfaction and retention. • Identified new opportunities for our existing clients and assisted relationship managers in introducing new or improved services, resulting in increased service fee revenue. • Reviewed monthly service fee invoices to assure that charges were in line with contracted fee schedules and that client payments were processed in a timely manner, thus decreasing the need for senior management investigation or write-offs. • Facilitated monthly cross functional internal meetings of multiple service areas and relationship management staff to review and ensure that service issues were addressed. • First point of contact for client new services requests. Forged strong working relationships while initiating legal regulatory services and onboarding procedures with financial teams in order to meet goals and Go Live dates. Show less



Integrated Fund Services

• Cincinnati, Ohio Area

• Client Services

  • Dec 1999 - Mar 2007

  Integrated was acquired by JP Morgan. First point of contact for 11 institutional clients. Managed daily interaction between client and operations. • Wrote 30 separate RFP (Response for Proposal) final presentations along with compiling and organizing supportive documents. This assisted VP of Client Development to capture new business. • Developed knowledge of clients’ business needs and worked with VP of Client Services to create value added services. • Marketed company’s operations services to Mutual Fund company Presidents and CEO’s by exhibiting at industry trade shows. These efforts helped the company add 7 new clients. • Drafted proxy statement documents during legal staffing shortage, resulting in a nomination for the annual company “Associate Leadership - Associate of the Year” award. Show less



Countrywide Fund Services/MGF

• Shareholder Services

  • 1996 - 1999

  Countrywide Fund Services/MGF was acquired by Western & Southern, parent of Integrated Fund Services, Inc. • Provided leadership for call center team responsible for answering shareholder calls for 27 separate mutual fund institutional clients. Acted as a point of escalation and reference for other staff members. • Assisted management in employee reviews, staff training and coaching efforts to insure top quality service for the clients and their shareholders. • Compiled monthly quantitative data on call center and performance numbers of mutual fund clients in order to track staffing needs for senior management. Show less



Fifth Third Bank

• Middletown, OH

• Branch Bank Office Manager

  • 1989 - 1995

  Assistant manager of the bank branch overseeing daily operation and staffing. Assistant manager of the bank branch overseeing daily operation and staffing.