I'm results-driven and innovative, with a strong background in leading operations and measuring performance. My track record speaks for itself—I've consistently optimized outcomes through data-driven strategies and operational efficiency. I'm adept at leveraging technology to enhance marketing effectiveness and boost team productivity. My commitment to success is unwavering—I thrive on analyzing key performance indicators and implementing necessary changes.
During my tenure at Citizens Business Bank, I served as VP of Trust Operations & Client Services, where I managed various operational functions such as cash management, client onboarding, and compliance. Additionally, I led a team responsible for performance reporting, ensuring strict adherence to GIPS guidelines while enhancing data quality and accuracy.
In previous roles at Oaktree Capital Management and Western Asset Management, I focused on performance analysis, attribution, and benchmarking. My expertise lies in managing data effectively, conducting thorough analysis, and fostering seamless communication between departments.
My technical skills span a wide array of financial software and tools, showcasing my ability to harness technology for improved operational efficiency and informed decision-making.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.