Experience

IKINDI Inc. - FinTech Cloud Data Management

• United States
• Financial Services
• 1 - 100 Employee

• Head of Client Solutions

  • Apr 2014 - 9 years 9 months

  Houston, Texas Area • Provide internal and external consulting expertise on complex investment topics. • Identify client process improvement opportunities and identify solutions consistent with client resource constraints and operational preferences including professional services staff augmentation and full operational outsourcing. • Build and maintain strategic and productive client relationships at senior levels to ensure client satisfaction. • Ensure quality of project delivery and meeting all project… Show more • Provide internal and external consulting expertise on complex investment topics. • Identify client process improvement opportunities and identify solutions consistent with client resource constraints and operational preferences including professional services staff augmentation and full operational outsourcing. • Build and maintain strategic and productive client relationships at senior levels to ensure client satisfaction. • Ensure quality of project delivery and meeting all project requirements of clients. • Lead and manage Client Operations teams to achieve a high level of client satisfaction. • Support team in trouble shooting client problems and maintain a solutions-focused approach to challenges. • Create and enforce efficient standard operating procedures, develop appropriate documentation to support procedures. • Provide expert advice on company service and subscription offerings and take a lead role in educating clients, sales force and prospects. Show less



Independent Contractor

• Consultant

  • Jan 2013 - Apr 2014

  Houston, TX * Provide investments, operations and management consulting services. * Evaluate client investment systems and operational processes. * Identify, document and execute process improvement opportunities. * Develop appropriate process documentation and train staff. * Directly manage client resources for complex operational cycles under staff augmentation engagements.



AIG

• United States
• Insurance
• 700 & Above Employee

• Vice President - Performance Measurement

  • Sep 2001 - Dec 2012

  Houston, Texas Area Vice President – Performance Measurement Managed a staff of twenty in New York, Dublin and Houston. Responsible for performance reporting, attribution and analysis for 700 portfolios and $200 Billion in general account, institutional and mutual fund assets. Expertise routinely sought out for complex, urgent and cross-functional projects and analyses across a wide range of investment and operational areas. Reporting and Analysis. Generated comprehensive return, attribution and… Show more Vice President – Performance Measurement Managed a staff of twenty in New York, Dublin and Houston. Responsible for performance reporting, attribution and analysis for 700 portfolios and $200 Billion in general account, institutional and mutual fund assets. Expertise routinely sought out for complex, urgent and cross-functional projects and analyses across a wide range of investment and operational areas. Reporting and Analysis. Generated comprehensive return, attribution and risk reporting using vendor and custom models. Project Management / Process Improvement. Experience implementing both strategic and tactical project implementations including performance measurement and attribution system selections and implementations. Staff and Relationship Management. Consistently identified, developed, and maintained a deep bench of investment, supervisory and technical talent. Anticipated and satisfied internal and external client needs. Interacted with a wide variety of constituents including external clients, consultants, vendors, and audit staff and internal investment, management, marketing, and compliance staff. Managed multiple internal and external audits with clean results. Show less



American General Corporation

• Vice President - Performance Measurement

  • Jun 1991 - Aug 2001

  Houston, Texas Area Vice President - Performance Measurement Initiated the formal performance measurement function. Assembled performance measurement team and researched and developed applicable AIMR requirements. Developed all processes, procedures and documentation to successfully develop the investment track records that led to creation of the American General Investment Management AIMR firm. Sr. Operations Analyst. Developed processing strategies and documentation for complex securities… Show more Vice President - Performance Measurement Initiated the formal performance measurement function. Assembled performance measurement team and researched and developed applicable AIMR requirements. Developed all processes, procedures and documentation to successfully develop the investment track records that led to creation of the American General Investment Management AIMR firm. Sr. Operations Analyst. Developed processing strategies and documentation for complex securities and transactions. Mentored and trained departmental staff. Illustrative accomplishments include: • Identified and corrected pricing model that incorrectly valued private placement securities. • Developed MBS dollar roll operational and profit reporting procedures. • Automated a procedure to back out spreads for trader review of security valuations. Associate Trader. Covered High Yield, High Grade and Private Placement markets. Ran analytic systems used by trading and portfolio management staff. Identified risk arbitrage trades across public and private markets netting over $1 million of incremental risk adjusted income. Sr. Systems Control Consultant. Direct report to the CFO providing consulting support to the Accounting, Tax and Treasury departments. Led improvement workshops and system reviews. Executed staff work as needed. Show less



Bank of Credit and Commerce International

• Manager - Letter of Credit & Collections Department

  • Feb 1985 - Aug 1989

  Miami/Fort Lauderdale Area Letter of Credit and Collections Department Manager. Supervised a staff of eleven. Annual transaction volume exceeded $450 million with earnings in excess of $3.6 million. Proficient with back-to-back, transferable, standby and commodity program credits. Advised clients on trade transaction risk minimization. Installed PC-based computer system and redesigned tasks resulted in: • $50,000 reduction in salary costs and elimination of overtime expenses. • Reduced income leakage from… Show more Letter of Credit and Collections Department Manager. Supervised a staff of eleven. Annual transaction volume exceeded $450 million with earnings in excess of $3.6 million. Proficient with back-to-back, transferable, standby and commodity program credits. Advised clients on trade transaction risk minimization. Installed PC-based computer system and redesigned tasks resulted in: • $50,000 reduction in salary costs and elimination of overtime expenses. • Reduced income leakage from unrecovered commissions. • Reduced closing cycle from over 30 days to 1 day. • Improved customer liability monitoring and audit compliance. • More accurate, timely and useful management reporting. Settlements Department Manager. Supervised a staff of three. Settled $10 billion of trades annually with annual earnings of $6 million. Strong understanding of back valuation/overdraft rules generated incremental unit net income. Maintained bank’s liquidity position and Federal Reserve requirement. Strengthened funds transfer controls and interest recovery procedures. Show less