Experience

TRG Screen

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Client Success Manager

  • Aug 2019 - Present

  Boston, Massachusetts, United States



State Street

• United States
• Financial Services
• 700 & Above Employee

• Assistant Vice President, Market Data Procurement at State Street

  • Jun 2010 - Jun 2019

  Quincy, Massachusetts · Manage Market Data Spend in excess of $300M annually across 246 vendors · Utilize and maintain the FITS (Financial Inventory Tracking System) with real time market data services, user inventory, vendor contracts and customized reporting for Executive spend summary · Project Lead in converting our Market Data spend from cash based to a monthly accrual environment using our FITS Platform. Project highlights include transferring over 900 billing accounts over a 2 year period with a… Show more · Manage Market Data Spend in excess of $300M annually across 246 vendors · Utilize and maintain the FITS (Financial Inventory Tracking System) with real time market data services, user inventory, vendor contracts and customized reporting for Executive spend summary · Project Lead in converting our Market Data spend from cash based to a monthly accrual environment using our FITS Platform. Project highlights include transferring over 900 billing accounts over a 2 year period with a projected annual savings over 1million in market data spend. · Provide oversight and management sign off on month end close process (Recon of monthly General Ledgers, User Inventory and all control reports) · Assist Accounting, Finance and Business departments forecasting market data spend · Coordinate Bloomberg terminal licenses by reassigning or cancelling unused terminals in an effort to reduce spend (Part of Procurement cost savings initiative) · Created customized reports for our Reg W team to report on all market data transactions between State Street Bank and its affiliates · Assisted in staff training and relocation of account functions to offshore location (India) · Member of the Account Management Team Leadership committee

• Trade settlements manager

  • Aug 2008 - Jun 2010

  Quincy, Massachusetts · Created controls and enhanced procedures related to all trade capture functions for internal and external audits · Responsible for day to day functions for all direct reports and secondary reviews · Conduct annual job performance evaluations for all staff · Oversee the settlement and reconciliation of all Depository and FED securities using the SEI Platform · Supervise the JV staff in India to ensure all manual trades are in accordance with our SLA… Show more · Created controls and enhanced procedures related to all trade capture functions for internal and external audits · Responsible for day to day functions for all direct reports and secondary reviews · Conduct annual job performance evaluations for all staff · Oversee the settlement and reconciliation of all Depository and FED securities using the SEI Platform · Supervise the JV staff in India to ensure all manual trades are in accordance with our SLA Agreement. · Improved and reduce the volume of rejected trades by streamlining paper trades to electronic swift files (reduced duplicated trades by 40%) · Monitor and resolve all client and administrative inquires with a turnaround time of 24-48 hrs



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Trust Officer

  • Dec 2002 - Aug 2008

  Boston, Massachusetts · Coordinate closing day cash flows with underwriter and relationship managers · Follow up with bond council for closing documents · Process redemptions and tenders on specific accounts · Invest in GIC, SLUGS, Commercial Paper and various obligation securities · Review and resolve all exceptions and overdrafts · Perform cash movements for debt service payments



State Street

• United States
• Financial Services
• 700 & Above Employee

• Corporate Trust Operations Manager

  • Nov 2001 - Dec 2002

  Boston, Massachusetts · Responsible for all job functions within the Account Services & DTC unit · Effectively delegate and train staff on various buy & sell desks · Act as conduit between Corporate Trust administration, Bond Counsel and DTC on closing activities · Evaluate staff and perform job evaluations

• Corporate Trust Coordinator

  • Jun 1997 - Nov 2001

  Boston, Massachusetts · Process and reconcile all buy & sell investments for GICS · Execute Repo & Euro investments daily · Balance cash positions and resolve exceptions