Leads portfolio operations and reporting, including IBOR ownership, portfolio accounting, performance calculations, investment reporting, GIPS composite reports, data governance, reconciliations, and system integrations. Manages Advent Portfolio Exchange, cloud migration, vendor relationships, operational controls, and cross-functional initiatives involving Investments, Trading, IT, and Data Governance. Oversees report development, process improvement, staff training, and portfolio management software support.

Manage and grow a high-net-worth client book by delivering tailored financial strategies, acting as primary fiduciary contact, collaborating with specialists, and proactively expanding relationships through sales and practice development.