As a senior executive with over 25 years of experience in financial operations and portfolio accounting, I specialize in crafting and executing transformative strategies that enhance operational efficiency, drive innovation, and deliver superior client outcomes. My leadership has consistently ...more

As a senior executive with over 25 years of experience in financial operations and portfolio accounting, I specialize in crafting and executing transformative strategies that enhance operational efficiency, drive innovation, and deliver superior client outcomes. My leadership has consistently resulted in high-performance team development, cross-functional alignment, and scalable process optimization across global platforms. • Built and led global teams exceeding 150 personnel across seven offices, spearheading strategic initiatives to implement an industry-first AI-powered operating model for alternative fund administration. • Extensive experience reconciling complex fund trade and cash activities across asset classes including equities, fixed income, options, futures, FX, private credit, private equity, OTC derivatives, and real estate. • Delivered a 76% improvement in reconciliation efficiency over three years through targeted technology integrations and operational redesign. • Collaborated with a FinTech provider over an 18-month engagement to create streamlined functional modules, resulting in a 33% global headcount reduction. • Engineered a proprietary trade routing infrastructure for credit managers, enabling simultaneous data distribution to middle office, accounting, internal loan servicing, and external fund administrators. I bring a results-oriented mindset with deep proficiency in relationship management, service delivery, strategic transformation, and collaborative problem-solving—anchored by a commitment to excellence and continuous improvement.less