Accomplished client service and account management professional with experience in the private equity and financial services sector. Skilled in managing investor portfolios, delivering white-glove service, and building trusted relationships with stakeholders. Adept at analyzing and reporting KPIs, providing strategic feedback to C-suite executives, and driving process improvements that enhance operational efficiency and client satisfaction. Recognized for strong leadership in guiding teams to exceed performance benchmarks while maintaining the highest level of service and professionalism.