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Work Background
Vice President, Private Equity
State StreetVice President, Private Equity
Oct. 2022
Business Development Manager
State StreetBusiness Development Manager
Aug. 2021 - Nov. 2022
Vice President, Client Lifecycle Management
State StreetVice President, Client Lifecycle Management
Mar. 2021 - Feb. 2022Boston, Massachusetts, United States
Assistant Vice President - Project Management
State StreetAssistant Vice President - Project Management
Nov. 2017 - Mar. 2021Boston, MassachusettsProject Manager - AIS
Assistant Vice President
State StreetAssistant Vice President
Jan. 2015 - Nov. 2017Greater Boston AreaClient Onboarding/Projects
Business Analyst
State StreetBusiness Analyst
Oct. 2013 - Jan. 2015Financial Planning and Management Project Management/Coordinator Business Continuity Coordinator
Business Developement Business Manager, Officer
State StreetBusiness Developement Business Manager, Officer
Sep. 2011 - Oct. 2013Boston, MABusiness Development Manager within the Institutional Transfer Agency responsible for client relationships held within the Premier Services division. My goal is to take a proactive management style in order to implement innovative solutions for all client relationships.
Client Operations Manager
State StreetClient Operations Manager
Jan. 2007 - Sep. 2011BostonProvided operational expertise and assistance in converting multiple clients to survivor recordkeeping platform. Launched new clients with ranging degree of difficulty and provided training, as needed to staff. I engaged with in-house Production Support to provide assistance testing conversion data for a large client. I was responsible for hiring, training and supervising a team of associates while establishing and maintaining strong relationships with high level client contacts both internal and external to State Street. Prioritized and escalated issues/conflicts that needs resolutions for multiple clients
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