Financial Planning and Analysis

• Act as primary contact and escalation point for operational issues
• Receive and resolve inquiries from client, Client Management, COEs, BU Shared Services and BU Client Service and ensure timely resolution
• Maintain and monitor open items, issues, logs, project lists
• Address custom client requests, manage production activities of Client Support Specialists 1, 2 and Senior Specialists
• Coordinate the implementation of new funds, systems and processes
• Assist with client conversions and other client projects
• Identify and implement consistent operational best practices

Assistant Vice President, Alternative Investment Services – Bank Loans Operations

Alternative Investment Services Core Operations, Officer

Officer, Alternative Investment Services – Bank Loans Operations

Vice President – Alternative Investment Services Strategic Solutions

Assistant Vice President, Alternative Investment Services Strategic Solutions