Senior leader with proven experience in the investment management and financial services industry, with a focus on ensuring adherance to a controlled operational environment, providing best-in-class client services, including client reporting and investment portfolio performance and analytics. ...more

Senior leader with proven experience in the investment management and financial services industry, with a focus on ensuring adherance to a controlled operational environment, providing best-in-class client services, including client reporting and investment portfolio performance and analytics. Dynamic communicator, energetic work ethic, with proven ability to establish relationships across all levels of the organization. Expertise: Management of diverse teams Operational Risk Client Servicing Institutional Marketing, Data Management, Consultant Relations Investment Performance and Analytics GIPS (Global Investment Performance Standards) Institutional Client Reporting Employing technology solutions to create efficiencies and cost savingsless