Experience

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  Bny pershing

  Sept 2007 - Mar 2010

  Operations associate - security information

  Update and maintain product master for all security types. Actively participating in system enhancements and testing.

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  Morgan stanley

  Apr 2010 - Nov 2010

  Operations specialist - master security description

  Act as head consultant for Morgan Stanley/Smith Barney conversion of product master. Maintain records of all added fixed income securities and modify equity securities as needed.

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  Bny pershing

  Nov 2010 - Nov 2011

  Business analyst - rdqa/ credit services projects and reporting

  Test NETX360 asset movement enhancements along with regression testing for Pershing clients. Participated in the implementation of STP phase 2 for the automatic addition and modification of corporate debt and asset backed securities into Product Master.

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  Bny pershing

  Aug 2012 - Apr 2016

  Serve as the liaison between the Pershing Trading Desk and back office, assisting with trade discrepancies across all product types. Key responsibilities include processing and reconciling CDAR trades, ensuring compliance with Prospectus requirements, and handling TRACE and MSRB reporting Update and maintain security master while improving system mainframe. Continue to assist with implementation of Pershing’s STP process of all product types. Assumed joint responsibility of informing trading desk of all equity symbol changes and issuance.

  • Senior Trading Representative - Pershing Middle Office

    Jan 2014 - Apr 2016

  • Operations Associate - Security Information

    Aug 2012 - Jan 2014
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  Bny

  Apr 2016 - now

  Manage enterprise client relationships across diverse sectors, including Alternative Asset Managers, Corporates, and Financial Institutions across the U.S. Drive new business opportunities by offering tailored cash management solutions through LiquidityDirect. Act as a strategic partner, collaborating with internal business lines to ensure growth and maintain long-term success. Skilled in identifying and delivering solutions across Asset Servicing, Treasury Services, Corporate Trust, and Pershing Show less

  • Vice President Relationship Management, Liquidity & Margin Services

    Apr 2023 - now

  • Lead Account Manager, Liquidity & Margin Services

    Jan 2019 - Apr 2023

  • Trading Representative, Capital Markets Middle Office

    Apr 2016 - Jan 2019