Development and execution of the product roadmap and adoption program that garnered acceptance of a new communication platform, with the primary objective of improving business efficiencies while providing the capability of process enhancements in line with the bank’s digital transformation goals for 2020.

Engaged with clients to assess their business needs and provide customized solutions focused on enhancing efficiency in operations. Analyzed client processes, policies, and technical capacities to identify compliance levels regulations. Developed strategies to aid clients in the implementation of continuous improvement initiatives and best business practices. Provide strategic solutions to enhance business practices focused on the improvement of efficiencies and adherence to regulatory concerns.

Facilitated instruction, via webinars and onsite visits, to a portfolio of hundreds of clients on the organization’s primary custodial platform. Performed critical client assessments to identify needs and recommend custom solutions. Collaborated with the PMO in the execution of high-profile projects. Served as the lead trainer for the firm’s highest profiled deal encompassing the onboarding of a 30+ global management team.

Directed the day-to-day activities of the 529 plans and offshore mutual funds. Liaised with program and platform managers to introduce new products. Developed and implemented critical marketing strategies focused on the increase of product/brand awareness and revenue generation. Partnered with Legal, Compliance, Technology, Risk and other business functions ensuring product offering adherence to regulatory and internal standards. Assisted in resolving product and operational issues. Conducted t