Experience

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  Investors bank & trust

  Mar 1998 - Apr 2000

  Senior fund accountant
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  Sei investments trustee & custodial services, ireland

  May 2000 - Apr 2002

  Assistant manager
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  International fund services (ireland) ltd, a state street company

  Jul 2002 - Sept 2015

  Manage projects which impact the Transfer Agency teams. Evaluate the impact of internal / external initiatives on the Transfer Agency teams, create policies and procedures for these initiatives and ensure consistent roll out across the teams. Initiatives include: • Regulatory - AIFMD, FATCA, CFTC.• Business transformation initiatives.• Training - ensure the delivery of training across locations.• Right shoring - manage the transfer of work and resolve any issues which arise.• Quarterly Procedure reviews. • Assist with client specific technology initiatives. Show less • Manage client relationship for a large institutional client. • Manage and motivate teams of varying sizes.• Co-ordinate projects for clients – determine requirements, manage client expectations and liaise with development / support teams.• Co-ordinate onboarding of new funds / clients – document review and provide guidance to clients on fund and fee structures.• Participate in meetings for prospective clients.• Attend fund board meetings and respond on any issues raised.• Developed monthly KPI report for client and co-ordinate the monthly distribution of report.• Work on the “Business Transformation” team which involves reviewing the business model and determining where efficiencies / savings can be made. Show less

  • Director (VP) Transfer Agency Projects Team

    Mar 2013 - Sept 2015

  • Director in Fund Accounting (VP)

    Jul 2005 - Mar 2013

  • Fund Accounting Manager

    Jan 2003 - Jul 2005

  • Fund Accounting Supervisor

    Jul 2002 - Jan 2003
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  State street fund services (ireland)

  Sept 2015 - now

  Managing director

  AML/ KYC Oversight; Outsourcing; Transaction Monitoring; Sanctions; Change management