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Work Background
UBSExecutive Director - Alternative Investments
Jan. 2022 - Aug. 2024United States, New York• Executive Director - Alternative Investments Private Wealth Management Specialized Service, 2023 - Present
• Executive Director - Alternative Investments Operations, 2022 - 2023
BNY MellonPrincipal - Alternative Investment Services
Jan. 2016 - Dec. 2022New York, New York• Investor Services, Alternative Investment Services
Pittsburgh, Pennsylvania - 2021 - 2022
• Transformation & Program Management, Alternative Investment Services
Pittsburgh, Pennsylvania - 2020 - 2021
New York, New York - 2016 - 2020 • Led the data and reporting work stream for a multinational initiative to implement a new middle office service offering, managing the timely and effective testing of data fixes as well as technology builds and updates.
• Designed the cross functional, global strategy for onboarding clients onto a bankwide data and reporting service delivery platform and oversaw the ongoing onboarding process.
• Facilitated a European based initiative to ensure fund of hedge funds trade processing was being executed in compliance with multinational regulatory requirements.
• Managed the analysis and testing of a major vendor outsourcing initiative, coordinating across multinational, cross functional teams, as well as managing vendor communications and requests.
• Oversaw the onboarding and implementation of shadow transfer agency operations for the Australian arm of a top tier client, coordinating with teams in APAC, EMEA, and North America.
• Created and implemented the strategy for aligning all North American inter-company agreements for the alternatives business with compliance requirements.
J.P. MorganVice President - Business Finance Manager, Private Bank
Jan. 2014 - Dec. 2016New York, New York• Managed day-to-day operations for four markets representing $300MM in revenue, $80B in assets, and supported over 60 client advisors.
• Delivered timely information on business performance and profitability to market leaders,
presented monthly financials at market team meetings, and created presentations for quarterly
business reviews with private bank leadership.
• Provided finance support and insights on a nationwide initiative to overhaul the way the private bank services alternative investment firms.
• Partnered with market leadership to develop strategic growth plans and analyze market opportunity.
• Led and supported regional projects and initiatives including ad hoc analyses to drive business priorities and opportunities to improve processes.
Ernst & YoungManager - Financial Services Performance Improvement Advisory (Alternative Asset Management)
Jan. 2012 - Dec. 2014New York, New York• Advisory Manager, 2013 - 2014
• Senior Consultant, 2012 - 2013 • Benchmarked the processes of high priority back office functional teams for a hedge fund client with more than $10B in assets under management against those of relevant peers; assessed and provided recommendations as to how the teams could move toward industry leading practices from both an operational and risk perspective.
• Analyzed responses to RFPs for a hedge fund client with more than $20B in assets under management, liaised with the potential vendors, and provided detailed feedback to the client to drive the selection process.
• Supported a large fund administrator with the implementation of a regulatory solution provider by designing a process to transform system data into the provider’s format, as well as by verifying and providing feedback on the calculations performed in the vendor’s system; drafted procedures and controls around the processes associated with the regulatory filing requirements.
• Educated a leading global fund administrator on the impact and interpretation of new European regulation; advised the client on the directive’s fund scoping and reporting requirements; analyzed current data sources and developed answer analysis templates to determine question responses.
First Manhattan Consulting GroupAssociate
Jan. 2011 - Dec. 2012New York, New York• Recommended strategies for increasing consumer and small business lending for a banking client, as well as determined the optimal locations in which to expand the bank's existing brick-and-mortar branch network.
• Worked closely with senior partners on internal strategic business initiatives, including white paper research regarding issues relevant to the financial services industry.
ZS AssociatesConsultant
Jan. 2010 - Dec. 2011Princeton, New Jersey• Designed and conducted qualitative and quantitative market research studies for multinational corporate clients to drive targeted sales and marketing efforts toward specific customer segments for brands ranging from $250M to over $2B in annual sales.
• Developed strategic recommendations at the product and portfolio level based upon market research findings and created deliverables to clearly communicate conclusions to client executives.
TABS GroupSummer Intern - Market Research Analyst
Jan. 2009 - Dec. 2009Shelton, Connecticut• Analyzed consumer panel data for use by firm executives and developed reporting templates for use in consulting service presentations for both retail and CPG industry category and brand management clients.
• Created monthly business reviews for clients using syndicated retail sales data.
Ernst & YoungSenior Assurance Associate - Financial Services (Asset Management)
Jan. 2004 - Dec. 2008Boston, Massachusetts• Senior Assurance Associate, 2006 - 2008
• Staff Assurance Associate, 2004 - 2006 • Provided audit services to asset management clients, focusing on domestic and offshore hedge fund clients with investments in equities, fixed income securities, and derivatives.
• Streamlined planning and testing procedures in order to increase efficiency of engagements.
• Worked closely with engagement executives and C-level client personnel to manage client expectations throughout the year.
• Gained extensive experience in internal control testing through both coordinating and executing semiannual procedures related to a multinational SAS 70 report and performing testing procedures at publicly traded companies as mandated by the Sarbanes-Oxley Act.
• Supervised and developed staff associates assigned to engagements as a senior associate.
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