Experience

• 

  Charles schwab

  Jan 1998 - Mar 2000

  Trade support representative

  Served as a NASD Series 7 & 63 licensed Trade Support Representative Developed and maintained dollar cost averaging strategy planning and portfolio investments Managed strategic relationships at executive levels with mutual fund company partnersLed transformation projects to modernize User Interface technology and improve the overall user experience

• 

  Xtiva financial systems

  Mar 2000 - Sept 2002

  Senior client analyst - client services

  Senior Relationship Manager for a financial software provider specializing in sales compensation, compliance and reporting solutions for Banks, Broker/Dealers, and Insurance companies

• 

  Thomson reuters

  Aug 2002 - Jun 2014

  Relationship manager – strategic accounts

  Overall responsibility for relationships with strategic accountsManaged client relationships, automated trading and post-trade lifecycle events such as allocation, confirmation, settlement notification, enrichment, operational analytics, and counterparty risk management for trading optimization and post-trade efficiencyDeveloped global networks of relationships at senior levels for Tier 1 financial service clients with a focus on post-trade operational efficiencyExceeded consultative selling goals and developed profitability strategies driven by organizational priorities and industry changesLed and implemented the development of networking, on-boarding and communications standards Mentored and coached Relationship Managers Show less

• 

  The depository trust & clearing corporation (dtcc)

  Jun 2014 - now

  Lead a global team of Sales and Relationship Managers responsible for a portfolio of Bank, Broker/Dealer, Hedge Fund, Investment Management and Partners by actively building and influencing these strategic relationships to increase revenue and improve the customer experienceManage global cross-functional enterprise sales, account planning, and strategic account reviews across all the corporate and subsidiary entities Collaborate with cross functional and cross business teams to ensure the adoption of new initiatives ranging from settlements, data solutions, derivatives and international market efficiencies Promote projects with our Fintech Strategy office including Distributed Ledger Technology, Robotics, Machine Learning, Cloud Transformation and OutsourcingImprove client resilience - resolution planning, due diligence and corporate information security reviews Show less Grew Tier 1 customer accounts with senior management, business and technology, and vendor management relationships for Banks, Broker/Dealers & Investment Managers to grow revenue and to promote best practice conformanceExceeded revenue growth goals and exceeded add-on sales targetsOrganized regional client forums for topics like industry relations, risk/compliance, clearing, settlement, entity data management, and derivatives Secured early adopter participation for new business initiatives and commitment to regional industry working, BCM programs, and regulator auditsAppointed to the Foundational Leadership Program Developed team networking program and new employee on-boarding policy Show less

  • Director - Global Account Management

    Jan 2018 - now

  • Senior Relationship Manager - Core Services

    Jun 2014 - Jan 2018