OBJECTIVE

Seeking a full time position where my skills and experiences can be effectively
utilized to improve operations and contribute to the company's growth and profit
ability.
EXPERIENCE
2001-Present Brown Brothers Harriman & Co. Boston, MA
Associate / Client Service Supervisor
Strengthen and develop existing relationships with several high profile Institut
ional, Partnerships, and Custody clients.
Successfully maintain strong client relationships whereby attracting new busines
s revenue for the company.
Participate in client visits and coordinate monthly operation calls with Investm
ent Managers.
Identify cross sell opportunities with Investment Managers and work closely with
internal departments to bring in additional revenue and find innovative solutio
ns for client specific business needs.
Effectively manage the day-to-day operations of the team and serve as senior esc
alation contact for client concerns.
Communicate client concerns to internal contacts on all levels of the organizati
on, including Senior Vice Presidents and Managing Directors in an effort to main
tain client satisfaction.
Update and document all client specific controls and procedures; identify risk a
nd exposure items and recommend policy enhancements.
Perform internal/external training sessions on new online products and tools.
Actively participate in the interview and selection process for job applicants,
and assist new staff members in learning job specific tasks.
Conduct annual performance appraisals and provide regular feedback based on prev
iously agreed upon goals for 4 direct reports.
Promote a unified team atmosphere through effective communication, professionali
sm, and strong leadership.
2000-2001 Brown Brothers Harriman & Co. Boston, MA
Senior Client Service Account Manager
Accelerated response turnaround time on escalated client issues and inquiries.
Organized and controlled all cash movements for up to 150 mutual funds serviced
in the team.
Performed daily activities: open and close accounts; monitor domestic and intern
ational trades; answer inquiries pertaining to stock lending, tax reclaims, and
technology.
Resolved escalated issues including trade fails and corporate action discrepanci
es by collaborating with internal and external departments such as international
settlements, corporate actions and Clients.
Implemented training regimen for new hires -- increasing productivity and profit
ability.
Received department's highest client service award 3 years in a row.
1999-2000 Brown Brothers Harriman & Co. Boston, MA
Client Service Account Manager
Assisted portfolio managers in determining mutual fund net assets by performing
daily analysis of future Client transactions in several foreign currency markets
.
Reconciled USD and foreign cash balances, security positions, fixed income and e
quity trades.
Analyzed daily and monthly failed trades and provided summaries to investment ma
nagers/portfolio administrators to determine which markets successful trade sett
lement occurred.
1998-1999 Mellon Bank Everett, MA
Trust Specialist
Effectively handled the investment of idle cash and income for over 30 instituti
onal accounts daily.
Assumed responsibility for initiating trade orders for mutual funds and company
stocks.
Created financial statements according to generally accepted accounting principl
es for the investment accounts as defined by the Financial Accounting Standards
Board, the Department of Labor, the Internal Revenue Service, and other relevant
agencies.
EDUCATION
1994-1998 College of the Holy Cross Worcester, MA
Bachelor of Science
TRAINING
2001 - 2002 American Management Association Boston, MA
Foundations of Management
Moving Up to Management
2005 - 2008 American Management Association Boston, MA
Managing Within US Labor Law
Managers as Coaches
SKILLS
Highly proficient in Microsoft Office (Word, Excel, PowerPoint); Access, Adobe,
Lotus Notes, PeopleSoft, Word Perfect
INTERESTS Volunteering, cooking, reading, singing

REFERENCES Available upon request