Results-driven professional with extensive experience in client onboarding and institutional accounting management. Expertise in relationship building and effective communication, leading cross-functional teams to deliver projects on time and within scope.
Overview
21
21
years of professional experience
Work History
Client Onboarding Project Manager
BNY Mellon Asset Servicing
Pittsburgh, PA
05.2022 - 02.2026
Led cross-functional team/client meetings to successfully launch ETF's to market within scope and timeline.
Developed project plans, defining scope, objectives, and deliverables.
Coordinated stakeholder communication to ensure alignment on project goals.
Implemented risk management strategies to mitigate project uncertainties.
Successfully managed multiple projects simultaneously by prioritizing tasks according to urgency, resource availability, and alignment with organizational goals.
Global Institutional Accounting Manager
BNY Mellon Asset Servicing
Pittsburgh, PA
01.2005 - 05.2022
Managed team of accountants, providing mentorship and guidance on complex accounting issues.
Client facing role that required high volume of interaction with clients and investment managers.
Managed month-end close process, ensuring timely and accurate client statements for Institutional Investors including Insurance Companies, Foundations and Endowments.
Experience with client conversions, FX execution, domestic and global cash processing,
Principal Technical Project Manager, Team Lead, Client Onboarding at Recorded FuturePrincipal Technical Project Manager, Team Lead, Client Onboarding at Recorded Future