Jamie Roach

Experience

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  Forum Financial Management, LLC

  Jan 1994 - Jan 2004

  Senior Manager

  Member of a high quality management team focused on achieving maximum efficiency in a zero tolerance environment. I consistently guided multiple accounting groups toward fiscal goals through leadership. Worked with multiple relationship managers to target potential new clients and once selected, prepared and delivered professional marketing materials outlining our services. • Managed multiple high touch clients and sixty accounting professionals utilizing InvestOne• Proven ability to troubleshoot daily production without sacrificing long term strategic planning• Extensive experience in managing to a budget while detecting cost saving measures Show less

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  Citi

  Jan 2004 - Dec 2016

  Senior Vice President Investor Services

  Expertise and Career Highlights Include:• Product / Business Development: Engineered the creation of the middle office service offering at Citi, growing the business from inception to over 500 billion in assets under management. Established a standardized control process to compare the detailed accounting results derived from middle office and the fund accounting book of record.• Client Consultant / Relations Management: Built a global full-service client support team, while moving the operational services to a low cost center. Cultivated positive relationships with internal partners and members of each client’s management team, resulting in improved data quality and higher client satisfaction levels. • Budgeting for Profitability: Extensive track-record of meeting or exceeding agreed upon annual budget requirements, while continuing to meet client mandated service level agreements. Show less

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  Broadridge Advisor Solutions

  Nov 2017 - May 2021

  Senior Project Manager

  Responsible for the project execution and maintenance of the revenue/expense management software for key clients within the financial services industry.

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  FundGuard

  May 2021 - now

  Director of Customer Success

  At FundGuard, we strive to offer solutions that delight our customers, support latest financial and technological innovation and regulatory requirements, and offer unparalleled operational and technology efficiency. FundGuard is a cloud-based investment funds operating system powered by artificial intelligence. It helps asset and fund managers administer investments across mutual funds, ETFs, hedge funds, insurance, and pension. The platform leverages modern cloud technologies, artificial intelligence and a revolutionary multi-dimension real-time design to transform an underserved industry that is limited today by archaic, primarily on-premise, batch based and non-scalable technology.The company is led by an experienced team who are investment funds industry experts, as well as machine learning and enterprise cloud systems technology leaders. Show less