Experience

Waystone

• Business Consulting and Services

• Director - Relationship Management

  • Sep 2022 - Present

• Associate Director - Relationship Management

  • Jul 2019 - Sep 2022

• Relationship Manager

  • Jan 2018 - Jul 2019

• Associate

  • Sep 2016 - Dec 2017



State Street

• United States
• Financial Services
• 700 & Above Employee

• Team Leader

  • Aug 2015 - Sep 2016

• Associate II

  • Jul 2013 - Aug 2015

  I was promoted to Associate II within the Client Services team with independent responsibility as primary contact over several high profile clients. My responsibilities include:Building and managing client relationshipsMonitoring of incoming client instructions Checking of transfer instructions to ensure regulatory complianceMeeting tight deadlines and ensuring timely delivery of estimates to fund managersDay-to-day monitoring of client and investor correspondenceDaily, weekly and monthly reporting - internal and externalBuilding an in-depth knowledge of each individual fund, both UCITS and hedgeCoordinating between multiple teams to resolve client requestsAssisting in the training of other staff and new hiresProviding appropriate updates and escalating to CRM in a timely mannerAd-hoc tasks and duties as required Show less

• Associate I

  • Aug 2012 - Jun 2013

  I began working within the Transfer Agency team on a 6 month FTC where my main duties included processing of monetary settlement, money in/out and FX process, administration of commission payments, processing of Fund distribution, reconciliation completion and clearance, timely responding to client correspondence, registration of new shareholders and AML checks.



Citi

• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee

• Securities Processing Rep.

  • Apr 2011 - Sep 2011

  At Citi I worked on the Corporate Actions team where I was involved in the processing of a multitude of different events, from cash stock options to redemption payments. My main day to day duties varied from reconciling of stock positions on loan, liaising with brokers and claiming payments and subsequently releasing payments to clients. Other responsibilities ranged from monitoring multiple cash accounts, meeting regular client deadlines, understanding and responding to market specific issues, regular system reporting and much more. Show less


Capa Publications
• Director

  • Apr 2010 - Apr 2011