• Financial Services professional with 18 years of experience in operations and client-facing roles for global finance and asset management companies.
• As Onboarding VP, managed the onboarding process for new prime brokerage clients, sold prime brokerage services to financial institutions and acquired misplaced MF Global clients.
• As Sales VP and Client Services Manager, oversaw client activity, relationship management, onboarding, trade support, risk management, compliance, reporting, and record keeping.
• Also served as Operations Associate in Fixed Income Operations, managing trade cycles and producing daily commission reports for management.
• Early experience as Administrative Assistant and Operations Associate at large financial services firm.
• Skilled in relationship management, trade settlement, project management, problem solving, data analysis, organization, and administrative functions.
• A.S. in Business Management from College of Staten Island and previously held certifications in Series 7 & 63. 

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