Experience

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  Conifer financial services

  Jan 2010 - Jan 2017

  Directed new business onboarding and approval processes; leveraged data management, business, and tech integration expertise. Partnered with stakeholders to collect business requirements and support system migrations.Impact:• Onboarded several funds, each with $1B+ in assets.• Developed and implemented new operational workflows across multiple business units.• Upgraded technology systems to prepare for acquisition by leading fund administrator company. - Migrated portfolio accounting system from Advent Axys to Advent Geneva. - Deployed new Electra System automated reconciliation platform. Show less Initially managed portfolio and fund accounting operations; transitioned to manage client onboarding and coordinate effective account setup between internal departments and vendors. Supervised teams to conduct cash reconciliation, positions, and trades according to SSAE 16 standards. Clients’ first point of contact to address P&L, pricing, private deals, and stock locates inquiries.Impact: Led hedge fund and reconciliation system migrations, e.g., accounting and trading systems.PREVIOUS EXPERIENCESterling Stamos Capital Management, L.P. | Operational Due Diligence Associate | New York, NYInternational Fund Services | Senior Operations Associate | New York, NYExis Capital Management, Inc. | Operations Analyst | New York, NY Show less

  • Vice President - Strategic Works, Onboarding & Transitions

    Jan 2015 - Jan 2017

  • Vice President - Middle Office

    Jan 2010 - Jan 2015
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  Jpmorganchase

  Jan 2017 - Jan 2024

  JPMorgan Chase acquired First Republic Bank in May 2023, e.g., ~$173B loans, ~$30B securities, and ~$92B deposits. Employment is active through December, 2024.Post-acquisition: retained as point person to navigate system and data migration; aligns business and technical roadmap with mission to bridge legacy operational knowledge and new corporate architecture.Impact, Post-Acquisition:• Leads wealth management document retention efforts relevant to M&A and broker-dealer dissolution. • Manages resources and workload distribution challenges as team members resign to accept new employment.• Led large-scale effort to update all client documents to prepare for enterprise-wide data migration, e.g., forms, systems, and dependencies.Pre-acquisition: directed complex, cross-functional initiatives as product owner for Legal and Compliance divisions. Aligned product plans with business objectives across regulatory audit readiness, data management, and business growth. Concurrently served as a member of the data team.Impact, Pre-Acquisition:• Initiated a long overdue redesign of the firm’s compliance system that performed investment policy surveillance to maintain accurate holdings according to contract risk parameters.• Migrated compliance and regulatory correspondence processes from hard-copy, mailed documents to 90% email. - Cut data preparation timelines from almost three months to less than three weeks. - Saved $20K per mailing by eliminating stationery and postage costs. - Produced higher client outreach accuracy and traceability.• Led three-year mutual fund disclosure SEC fee remediation project. Show less Provided data reporting and analytics support to Private Wealth Management organization. Managed technology request intake processes and managed JIRA backlog. Led programmer team through development cycles to maintain on-time fulfillment. Partnered with other business units to create new processes for legacy acquisitions.Impact:• Streamlined system-wide processes to cut timelines from three months to 2.5 weeks; reduced labor costs.• Contributed to organizational expansion from 50 to 100 team members within five years; participated in hiring team interviews and recommendations; mentored new hires during onboarding. Show less

  • Director of Product Management, Regulatory & Compliance

    Jan 2022 - Jan 2024

  • Senior Data Analyst, Private Wealth Management - First Republic Bank Private Wealth Management

    Jan 2017 - Jan 2022