Dynamic business professional dedicated to combining extensive experience and broad knowledge base of diverse products in financial services, account management, banking, brokerage, and project management. Expertise in directing complex projects and leading project teams in achieving revenue, productivity, and quality improvements through well-managed, on-time projects. Strengths and core skills include:
Financial Services & Banking Operations Team Building
Relationship Management Account Management & Retention
Project Management Risk Management & Compliance
Employee Stock Option & Purchase Plans Process Improvement
OFFICE MANAGER, 06/2018-present
Schedule appointments and respond to customer inquiries and pricing requests. Ensure all billing invoices are completed timely and accurately.
Updated and enhanced customer ERP database.
CLIENT RELATIONSHIP MANAGER, 12/2014 –12/2017
Highly accomplished in building and maintaining long lasting business relationships that achieve company goals. Charged with accountability for performing in-depth client reviews of account analysis, complex billing arrangements, KYC, and negotiating legal documents. Skillfully served as liaison between the company and its clients. Led new client onboardings and international account openings.
Expertly managed a portfolio of 20 high tier clients with annual revenue up to $500M.
Built and maintained a 95% client satisfaction rate.
Mentored and motivated a team of Client Service Representatives regarding complex inquiries and issues.
Generated revenue by cross-selling treasury products across multiple platforms.
IMPLEMENTATION PROJECT MANAGER, 12/2005 –12/2014
Oversaw the complex installation of treasury cash management products including ACH, disbursements, liquidity, reporting, funds transfer, lockbox, SWIFT, and legal documentation. Initiated, planned, executed and controlled resources to achieve goals and meet specific success criteria.
Directed all aspects of the BONY merger conversion for highly sensitive clients complete with multiple complex product implementations.
Facilitated quarterly department audits for all implementation consultants; boosted efficiency and reduced rework rate by 20%.
Consistently achieved excellent client survey scores and business partner feedback.
ACCOUNT COORDINATOR, 02/2005-12/2005
Executed all aspects of account management and retention. Led business development initiatives. Participated in sales, customer relations, and strategic planning efforts.
Drove revenue growth in a competitive market and maximized sales.
UBS Financial Services
SENIOR IMPLEMENTATION PROJECT MANAGER – AVP, 05/2000-11/2004
Provided direction to all facets of project management initiatives. Maintained sole accountability for managing numerous complex projects while consistently fulfilling deliverables on schedule and according to agreed specifications. Supervised and trained three Project Managers. Managed and motivated multiple teams and matrix levels while leading client kick-off meeting and conference calls, scheduling tasks, allocating resources, coordinating lifecycle testing, and documenting procedures.
Pioneered the launch of Fortune 500 corporate clients onto the equity plan production platform while overseeing the implementation from RFP inception to completion.
Managed Equity Edge to Transcentive database software conversions within a very aggressive time frame.
Administered asset transfers valued at over $100M.
Oversaw all aspects of medium to large scale multiple product equity plan (ESOP, ESPP, and Restricted stock) implementations.
Headed rollout of New Look and logo change website enhancements project.
Coordinated systematic UAT of new products with departmental testing and QA teams.
Bachelor of Arts, Economics – East Stroudsburg University, East Stroudsburg, PA
Former Board of Trustee at Royal Governor’s Mansion Historical Society, Perth Amboy, NJ
Member of Volunteer Match
Technical proficiency in MS Office