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Skills

  • KPI Tracking and Reporting
  • Process optimization
  • Financial Process Auditing
  • Cost reduction strategies
  • Auditing and Monitoring Multi-Stage Transfers
  • Cross-departmental collaboration
  • Multinational Client Liaison
  • Client relationship management
  • Customer Escalation Management
  • Cross-Functional Team Leadership (Legal, IT, Customer Relations)

Work Experiences

  • Achieved cost reduction in 2018.
  • Acted as a liaison between global financial teams and clients during asset transition, resulting in 27% fewer escalations.
  • Collaborated with compliance and legal teams.
  • Acted as a liaison between global financial teams and clients.
  • Achieved results in 8 weeks.
  • Collaborated with Raleigh-based teams to align transfer processes with regulatory changes, achieving full compliance ahead of deadlines.
  • Achieved $3 savings per transfer.
  • Collaborated with internal teams.
  • Assisted in the migration to a new transfer software platform, reducing manual entry errors by 84% and cutting processing time by 15 days.
  • Coordinated across departments.

Summaries

  • Collaborative leader with a focus on training and development, improving team retention rates by 39% through specialized compliance workshops.
  • Cut transfer times by 71%.
  • Dynamic transfer specialist.
  • Achieved a 19% reduction in errors.
  • Achieved a 60% decrease in client complaints by implementing refined transfer procedures, as recognized by Excellence Award for outstanding customer service.
  • Cut paper-related costs by 53%.
  • Achieved a 23% decrease in client complaints.
  • Collaborative leader focused on training and development.
  • Enhanced transparency.
  • Dedicated to driving operational excellence by reducing asset transfer times and ensuring compliance regulations are followed, leading to a 29% improvement in team efficiency.

Accomplishments

  • Streamlined complex asset transfer processes, reducing turnaround time by 14 days and increasing operational efficiency by 83%.
  • Established a fast-track transfer resolution process, resolving client issues within 18 hours and cutting potential losses by 36%.
  • Trained and mentored a team of 11 junior specialists, raising overall departmental performance by 73% based on internal KPIs.
  • Successfully mitigated risk in Salesforce-based transfer disputes, recovering over $4 in assets and preventing escalation to legal.
  • Managed sensitive business-to-business transfers involving multinational clients, meeting a 16% on-time completion rate across 11 countries.
  • Advocated for structural process changes to the transfer operations team, subsequently decreasing operating costs by $5 annually.
  • Reduced cross-functional communication breakdowns during transfers by 71% through the deployment of updated task management software.
  • Nominated as the go-to specialist for cross-border transfer projects, driving a seamless integration of assets internationally for Harbor & Co..
  • Reduced outstanding transfer errors by 85% by implementing new quality monitoring procedures and cross-checks among departments.
  • Led the transfer strategy for high-value portfolios, improving service delivery timelines by 65% and increasing client retention by 19%.

Affiliations

  • Delegate, European Transfer Agents Council 2015-2024
  • Certified Participant in Asset Transfer and Cross-Border Finance Workshop, Columbus 2016
  • Active Contributor, Industry Best Practices for Asset Transfer Association standard
  • Co-Chair, Financial Transaction Network for Enterprise Execution 2016-2017
  • Affiliate Member, Global Legal and Compliance Network for Financial Services 2016-Present
  • Participant, Advanced Asset Transfer Mechanisms Conference Chicago 2016
  • Facilitator, International Roundtable on Legal and Compliance in Financial Services Seattle 2017
  • Attendee, Global Transfer Innovations for Cross-Border Processes process 2024
  • Member, International Association of Transfer Agents 2022-Present
  • Recognition, Outstanding Achievement in Transaction Processing Award 2022

Certifications

  • Global Transfer Pricing Professional Certification (2021, Vantage)
  • Cross-Border Financial Regulations Certification (2021, Vantage)
  • FINRA Series 63 - Uniform Securities Agent State Law Examination
  • FINRA Series 65 - Uniform Investment Adviser Law Exam Certifications
  • Anti-Money Laundering (AML) Certification (2015, Meridian)
  • Certified Treasury Professional (CTP)
  • Financial Modeling & Valuation Analyst (FMVA) (2019, Meridian)
  • Certified Change Management Professional (CCMP)
  • Certification in Transfer Agency Operations (2017, Cedar Works)
  • Data-Driven Decision Making Specialist Certification (2020, Summit Group)

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