Download PDF


Results-oriented MBA with a client focused philosophy. Proactive self-starter with track record of initiative, personal responsibility, and a reputation for making things happen. Proven leader and superb communicator who effectively motivates others and directs and implements corporate initiatives. Ability to managing multiple projects simultaneously.

Work experience


Asst. Vice President

State Street

Proven track record managing finance projects from initiation to project closure and success. Focused on high team performance with measurable outcomes. Expertise in establishing project plans and managing deadlines and managing corporate-wide projects. Have the ability to effectively communicate technical information to non-technical audiences. Responsible for strategic planning and prioritization for senior management teams.

·Created project plans from initiation to final closure: including project scope and requirements, project schedule and budget, user acceptance test plans, and a final implementation plan.

·Provided status reporting on projects and provided analysis needed to effectively manage projects.

·Ensured project team completed project plan responsibilities within scope and according to plan.

·Established and maintained effective working relationships with project sponsors, business owners, team members, and stakeholders.

·Prepared project budgets, tracked variances between actual and forecast, and prepared risks analysis and contingencies.Ensured projects were on time and on budget.

·Managed business relationships with internal/external stakeholders and vendors.

·Determined capacity needs, roll out schedule, training needs, system requirements and IT support.

·Established and Monitored Service Level Agreements (SLAs) with vendors to ensure quality service.

·Reviewed RFPs (Request for Proposals) and made corporate decisions on vendor selection.

·Influenced and advised senior leaders on change management issues.

·Partnered with business managers and peers to identify change impacts and determined delivery methods for changes.

·Responsible for strategic planning and prioritization for senior management teams.


Relationship Manager / Manager - Investment Accounting & Fund Administration

·Mutual Fund accounting, compliance, and banking expertise; Responsible for ensuring the accuracy of general ledger postings, income & expense accruals, trial balances, financial statements, security trade processing, SEC filings and portfolio performance.Provided technical and business expertise to clients on mutual fund, banking, and retirement plan services.

·Demonstrated leader: able to manage client relationships and staff.

·Experience managing System Development Life Cycle (SDLC) projects including;

  • System Development for SEC Yield system
  • System Development for Capital Stock same day processing
  • System Development for Net Asset Value, NAV, dissemination
  • System Development for automated bank reconciliations
  • System Development for accounts payable

·Managed teams of Programmers, Business Analysis and Project Coordinators.

·Mapped, loaded and reconciled general ledger accounts, trial balances, security holdings, income & expense accruals, and Owners Equity between accounting systems.

·Provided resolution of major issues, managed project interdependencies and its transition to operations.

·Trained clients and employees on accounting/reporting systems and accounting theory.

·Prepared financial statements in compliance with regulation S-X and provided to auditors for review.

·Sarbanes Oxley - Ensured fund administration filings were complete and provided to client for SEC filing.


Division Manager - Unit Investment Trust

State Street

Responsible for managing Unit Investment Trust (UIT) client relationships for both taxable and tax exempt portfolios in Investment Accounting; Managed staff to ensure accuracy of general ledger postings, income & expense accruals, trial balances, financial statements, security trade processing, Trust Reports and Audits were complete and accurate. Provided technical and business expertise to clients.

·Determined accounting practices, pricing structure and assisted in developing a new Unit Investment Trust product

·Prepared tax returns for all tax exempt Unit Investment Trusts (over 700 portfolios).

·Ensured timely completion of over 800 year end trustee reports, working within a 2 ½; week window for completion.

·Prepared cash flows and calculated trustee fees for over 300 new trust deposits.

·Reviewed new trust deposit prospectuses for accuracy and SEC filing.

·Prepared departmental budgets including income and expense forecasting.


Bachelor of Science

Missouri State University

Master of Business Administration

Webster University


Lean Six Sigma
MS PowerPointg
MS SharePoint
MS Word
MS Visio
MS Excel
MS Project



Project Management Professional (PMP)

Project Management Institute (PMI)