Jan 2024 – Jan 2026 · 2 yrs

• Global Head of Digital Product Onboarding & CRM Sales Enablement Product Management

Jan 2021 – Dec 2023 · 2 yrs 11 mos

• Sales Enablement and Digital Onboarding Product Management

Jun 2019 – Dec 2020 · 1 yr 6 mos

• Global Product Manager - Client Relationship Management

Aug 2016 – Jun 2019 · 2 yrs 10 mos

• Global Business Analysis and Project Management Manager — Agency Securities Lending

Jan 2015 – Jul 2016 · 1 yr 6 mos

• ● Act as a technical relationship manager for external hedge fund and institutional clients of the GS Prime Services business.
• ● Assist the Sales and Relationship Management teams in marketing new technology offerings to clients by attending pitches, providing client demos/training and acting as the single point of contact for technical integration and on-boarding.
• ● Liaise between the sales team, client service representatives and I.T. developers to bridge the gap between clients, business and various technology groups for larger strategic projects and operational support.
• ● Provide subject-matter expertise for Listed Derivatives Clearing, OTC Clearing, Securities Lending, and Prime Brokerage.
• ● Work with clients to understand operational and technical processes in order to help streamline and best utilize the GS Prime Services offering to meet bespoke needs.
• ● Gather and analyze metrics for project costs, client revenue vs. cost and product usage to provide to business teams in decision-making process.
• ● Prioritize enhancements and bug fixes in line with product roadmap.
• ● Analyze requirements, estimate effort and manage timelines on multiple client deliverables.
• ● Lead the global Operational Productivity and High Risk Procedures working groups to identify, redesign and implement processes and streamlined solutions to enable the team to be more effective, visible and risk averse.
• ● Performed a 4-month short-term assignment (Jul. 2015 to Oct. 2015) to lead the regional team in London during a management transition period.

May 2011 – Dec 2014 · 3 yrs 7 mos

• Collaborated with business, operations, and technology teams to provide client solutions within GS Prime Services Technology.
• Led client on-boarding processes within the technology department.
• Conducted regular data analysis of client activity, positions, and trends for client facing applications.
• Trained the regional team in London during a 2-month short-term assignment.

Jul 2010 – Dec 2018 · 8 yrs 5 mos · Iselin, NJ

• Developed and maintained best business and sales practices for potential and contracted clients, resulting in an 80% success rate on business acquisition.
• Managed a staff of 18 employees, scheduling and training them to ensure operational efficiency.
• Budgeted and executed elaborate events with budgets up to $750,000, showcasing strong financial management skills.

Oct 2008 – Apr 2011 · 2 yrs 6 mos · Greater New York City Area

• Acted as a liaison between technology, Prime Brokerage business, and customers to resolve technical challenges.
• Developed Unix Shell scripts and executed SQL queries for production support responsibilities.
• Managed the development release cycle and migration calls for BNP Paribas Prime Brokerage.
• Provided after hours on-call support on a rotational basis for UNIX/Production Team via Blackberry and VPN.

Sep 2006 – Oct 2008 · 2 yrs 1 mo · Greater New York City Area

• Banc of America Securities Prime Brokerage was acquired in October of 2008 by BNP Paribas. The job description for this position is the same as the job description above (BNP Paribas Prime Brokerage, Production Support).

Mar 2006 – Sep 2006 · 6 mos · Greater New York City Area

• Provided helpdesk and desk-side support to NYC office and five remote offices, ensuring timely issue resolution.
• Managed IT equipment deployment at company expos and seminars, ensuring seamless operations.
• Assisted in relocating Data Center equipment to a new site, optimizing functionality and efficiency.
• Created and updated IT Documentation for users, enhancing desktop, email, and network functionality.

Sep 2005 – Mar 2006 · 6 mos · Greater New York City Area

• Led level two technical support for proprietary trading software, ensuring seamless customer installation, operation, and maintenance.
• Gathered user feedback for enhancements, improving overall client satisfaction and product usability.

Dec 2003 – Sep 2005 · 1 yr 9 mos

• Provided technical support for hardware and software to 250+ employees and 12 retail branches.
• Assisted in IT conversions and moves, coordinating with vendors for seamless transitions.
• Managed user accounts in active directory and banking software products.
• Supported the firm-wide upgrade from Windows 98 to Windows XP workstations.

Jun 2001 – Dec 2003 · 2 yrs 6 mos

• Assisted in opening and closing branch, ensuring smooth operations.
• Processed transactions within after hour limits and guidelines with accuracy.
• Maintained teller cash box and ensured proper reconciliation of branch daily.