Financial Services Executive with 20 years of extensive knowledge and experience in Institutional & Retail Investment Product services, including; Alternative Investment strategies, Hedge Fund Services, Investor Services, Transfer Agency and Call Center Operations, Risk and Compliance Management, Mutual Fund Administration & Custody Services, Offshore Fund & Trustee services.
I bring to any Organization a unique expertise, as well as vision, leadership, and strategic direction. Whether engaged in Operations & Client Relationship Management, Risk & Compliance Management, Project Management & Business Planning, Executive Leadership, effectively managing resources, successfully negotiating strategic alliances, managing productivity gains or Change Management, I have consistently delivered significant business achievements and results.
As you review my qualifications in the enclosed detail, you will note that I have handled a vast array of service products as well as managed multiple relationships with clients and staff members at support sites in Toronto, Boston, New York, Japan, Ireland, Luxembourg, UK, Cayman Islands, Montreal, British Virgin Islands and Curacao.
I have earned a reputation throughout my career for not only the strength of my knowledge and expertise, but for my ability to communicate and coordinate cooperative efforts through cross-functional business teams. Characterized as a strong mentor and team builder, I have aligned myself closely with executive management to provide strategic leadership, identify new opportunities, and implement improved initiatives. In turn, my teams and I have launched several new ventures that have resulted in strong financial, quality and operating results.
Entrepreneurial thinker and decision maker with an outstanding record of achievement at managing complex relationships and being committed to distinction in quality client service, operational excellence, effective risk management strategies and employee satisfaction & development. I have been active in initiating and implementing successful rewards and recognition programs, mentoring personnel, and aligning practices to achieve company's goals. Additionally, you will find me to be direct and decisive, yet flexible in responding to the constantly changing demands of clients, management teams, and staff members. Most significant is my ability to work across diverse business units, managing financial service operations and risk management to facilitate expansion, reorganization, and to drive performance and productivity improvements.
I am presently exploring new professional challenges and opportunities, and can be contacted to discuss the needs of your Organization. Be assured that the strength of my knowledge and experience will add measurable value to any Organization.