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yyyyyy x. yyyyyy

(xxx-xxx-xxxx •



results-focused leader eager to offer 16+ years of experience in driving business growth, directing strategic initiatives, building solid teams, managing key projects, developing improved processes, and providing superior customer service toward maximizing an employer s bottom-line performance.



profile of qualifications


         integral leader who excels at developing plans to attain lucrative results and nurturing strong partnerships to achieve operational objectives, along with overseeing wide-ranging initiatives in coordination with multiple stakeholders.

         excellent communicator who seamlessly interfaces among all staff, c-level executives, and business professionals.

         ambitious self-starter who plans, delegates, and manages teams within high-pressure, deadline-driven situations.

         recognized for performance excellence with boston financial s president s award as received by committee vote.



key areas of expertise


on-boarding processes           service level agreements             crisis management                   best practice methodologies

product / staff training           relationship management            process improvement              strategic planning / analysis

product implementation         customer / client services           disaster recovery plans         mutual funds / internal audits



professional synopsis


fundquest, inc., boston, ma                                                                                                                                                 2003 c present


manager client services & implementation (2006 c present)

         apply dynamic leadership talents toward directing a team of 8 associates, 5 client liaisons, and 3 field support members, including managing all issues involving trading, operations, projects, and web support of assigned clients.

         serve as an effective on-site conversion manager for a high-profile client with $1.2b in assets under management, along with ensuring client is completely versed in all operational and technology details of the new platform.

         create an implementation role to successfully streamline and standardize client / product on-boarding processes.

         interface among internal / external wholesalers to provide relationship management to high net worth clients, along with liaising among broker dealers, custodians, and account managers for proper account management.

         contribute strong communication skills toward conducting operational process review calls with new clients.

         approve fee files prior to deduction and fee payment, and research and prepare p&l analysis for client errors.

         handle issues tracking and resolution, as well as trending of issues to identify areas for process improvement.

         review, develop, and document corporate / client policies and procedures while promoting best practices.

         expertly manage all client / product deliverables across various departments within the organization.


senior client service liaison (2003 c 2006)

         drove business growth by training and managing a 5-member team, including liaising among operations, it, money management, and sales staff to ensure consistently seamless client services operations, as well as developing and / or standardizing client procedures and reviewing quarterly performance reports, web content, and management fees.


autozone, weymouth, ma                                                                                                                                                           2002 c 2003


commercial account sales manager

         met and / or exceeded targeted goals by developing and implementing a comprehensive commercial accounts program, including directing inventory and shipment of products, as well as establishing valuable sales relationships for 15 major accounts which was instrumental in boosting bottom-line results within competitive markets.


boston financial data services, inc., quincy, ma                                                                                                                1994 c 2002


group manager operations / client services

         led strategic decision-making for a solutions-focused 38-member staff, including decreasing employee turnover to lowest in organization while improving existing relationships by communicating job requirements and core policies.

         directed client relationship management encompassing visits, training, presentations, product enhancements, and servicing, along with coordinating and facilitating the conversion of top mutual fund clients in / out of organization.

         spearheaded the organization-wide roll out and training of automated work distribution (awd), developed process improvements and delivered best practice meetings to increase productivity, and conducted leadership classes.

         developed and tested disaster recovery / business contingency guidelines for relocation, created slas, and initiated and implemented 17 institutional tpa relationships which included producing an automated processing interface.


additional senior specialist, funds liaison / project manager, and account specialist roles held prior to 1994

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