Client Operations Lead

• May 2022 - Present

Client Operations Associate

• Aug 2020 - May 2022

Officer, Client Service

• Jun 2019 - Jul 2020

Senior Associate, Asset Manager Services

• Apr 2018 - Jun 2019

• Manage custodian relationships for tier-one investment managers on over 100 separately managed accounts• Lead weekly service calls to strengthen client relationships and client satisfaction• Develop and strengthen relationships with investment managers by providing superior client service and timely resolution to issues that arise in global custody operations • Daily responsibilities include overseeing trade and foreign exchange transactions to ensure timely settlement, researching and resolving reconciliation discrepancies to ensure accurate client reporting deliverables, and collaborating with investment managers and internal teams to streamline operational processes

Associate II, Asset Manager Services

• Jun 2017 - Apr 2018

• Serve as the primary point of contact between State Street Bank and over 10 investment managers• Address and resolve complex inquires in global custody operations through research, analysis, and coordination between investment managers and internal teams within State Street Global Services• Drive investment manager experience by engaging in service meetings, formal service reviews, and ad-hoc check-ins

Associate I, Operations Processing Analyst

• May 2016 - May 2017

• Analyzed and processed domestic and international securities transactions via industry-wide accounting applications while meeting productivity and efficiency standards• In the event of a problem transaction; systematically identifying, researching, and resolving the issue via communication with investment managers, internal team members, and external counterparts• Trained new hires and collaborated with colleagues on devising and implementing methods to improve the training process and mitigate the potential risks associated with it• Led a team of colleagues in revising the standard operating procedure manuals for State Street Global Transaction Services' processing division

Relocation Specialist

• Jun 2013 - Aug 2015