Innovative, assertive and results driven management professional with over 20 years of experience building and managing single and multi-site businesses. Highly effective at liaising with all operational areas to resolve issues, increase efficiencies and translate business requirements into solutions. Recognized for consistent success in developing systems, processes and methodologies that organize/vitalize operations, increase revenue and enhance profitability. Strategic builder of profitable business alliances and partnerships that advance organizational agenda and propel bottom line performance.
Chapdelaine Credit Partners, New York, NY, Chief Administrative Officer
Created structure to support a start-up broker-dealer, including physical infrastructure, technology sourcing and deployment, vendor selection and management, systems installation and integration, business strategy and planning, revenue and spend analysis, trade, settlement and expense policy and procedures, public and media relations, firm branding and marketing, and human resources. [Firm closed in Q1 2011]
*Directed design and build of IT infrastructure. Established off-site Disaster Recovery systems and developed DR policies.
*Facilitated build out of 10,000 sq ft office space: design, construction, final relocation and punch list.
*Presided over all vendor activities: telecom, technology, multimedia, market data, office equipment and furniture.
*Implemented state-of-the-art sales and trading technology including Bloomberg’s Trade Order Management System (TOMS), CodeStreet’s order/inquiry platform and CRM+, an MIS to analyze business and track revenue.
*Created processes for trade input, confirmation, settlement and clearance.
*Developed blotter reconciliation standards; designed PnL and production reports for firm and individuals.
*Tracked commission compensation and calculated monthly payroll for 75+ employees.
*Instituted and enforced policies to control costs. Deployed tools to support real-time decision making on expense items.
*Developed Risk Management Framework to guide the firm’s transition to client facilitation trading.
*Designed training and mentoring program for junior staff development.
ARX Investment Management, LP, New York, NY, US, Administrative Manager
Responsible for day-to-day administration and operations for a $1.3B multi-strategy credit hedge fund: IT infrastructure, vendor management, facilities, firm banking, compliance, recruiting, budget forecasting, strategic planning, and benefits. [Firm closed in Q3 2008]
*Directed all vendor relationships including telecom, technology, multimedia, security and market data.
*Contributed to the development and implementation of Sungard portfolio management system.
*Renegotiated favorable contracts for market data, technology and media services after organizations closing with no penalties and in some cases funds were returned.
*Managed settlement of over >$1B in bank loans during 2007-2008 credit crisis.
*Directed design and build of IT infrastructure.
*Instituted redundant off-site Disaster Recovery systems and developed DR policies.
*Facilitated build out of 8200 sq ft office space: location, design, construction, final relocation and punch list.
*Sourced and instituted 401K plan (partner and W-2) and organization sponsored insurance plan
Morgan Stanley, New York, NY, US, Corporate Services Manager / Investment Banking Division
Controlled all Corporate Services relationships for the Investment Banking Division.
*Pioneered use of client billing number validation process for electronically delivered vendor invoices that recouped $350K - $450K annually.
*Classified Suspense Account Reporting as area for cost savings.
*Formulated policies and automated procedures for ordering, assigning, approving, delivering and tracking paging and RIM devices through intranet based system.
*Launched Attendance Hotline that significantly reduced co-employment risk.
Team Lead - Global Leveraged Finance Conference (1998 – 2002)
Challenged to lead Capital Markets team responsible for conception, planning and execution of Conference, an annual $2.5M, 3 1/2-day event for High Yield Issuers to “sell” their companies to investors and interact with MS bankers.
*Collaborated with senior management on all phases of preparation that included agenda, meeting schedules, presentations, guest speakers, cocktail receptions, photo ops, and entertainment.
*Brainstormed with High Yield Research, Sales and Trading and Departmental Officers to craft workshops that “Tap the market”.
*Directed assignments for 25-35 assistants
Analyst /Associate–Global Leveraged Finance/Loan Products Group (2000 – 2002)
Unit Coordinator – Global High Yield Capital Markets (1998 – 2000)
