At Morgan Stanley, I direct month-end operational closes, performance-estimate reviews, and client mandate lifecycles across internally managed and third-party accounts.
I partner with IT, operations, middle office, and client service teams to strengthen reporting, improve data accuracy, support RFPs, and meet client commitments. I also train onshore and offshore teams on complex workflows.
Previously, I oversaw trade processing, settlements, reconciliations, audits, and financial reporting for more than $9B in assets at STP Investment Services. My foundation includes fund accounting, asset and cash reconciliations, and large-scale operational conversions at SEI Investments.
