Heather Foltz

Collaborated directly with a Third-Party vendor with AI technology to provide BNY clients with the ultimate account opening experience. Engaged with potential Clients to demonstrate and sell the benefits of utilizing an AI platform. Delivered a top-notch integration experience for Clients and Investment Managers. Lead capabilities management including user interface requirement writing, Application Program Interface (API) details and system testing. Curated the Separate Account workflow which is now used by various Custodian Banks.

Served as a primary point of contact for client activation, market activation and account maintenance, providing an elevated level of customer service, responding with a sense of urgency ad accountability. Maintained a large book of clients which included, Banks, Direct Banks, Insurance and Latin America. Partnered daily with internal and external clients to remediate complex issues by applying critical thinking skills to meet Clients needs.

Directly accountable for leveraging exceptional communication skills and leadership abilities while managing all day-to-day activities for the Short-Term Investment Funds department. Oversaw a team of investment clerks including staff development, cross training, goal setting as well as mid year and year end reviews. Assumed full responsibility for ensuring trades were placed accurately with the various fund companies. Daily review of balance sheets to identify and resolve any discrepancies,

Managed teams globally by displaying strong analytical, organization, problem solving, and leadership abilities while overseeing all functions for the Fed Settlement department. Reconciled over $80B in assets settled through the Federal Reserve daily against bank record and corrected any discrepancies as well as ensured timely and accurate settlement of securities into Clients custody accounts. Impacted operational excellence by developing and implementing processes, procedures, and expectations for teams while holding employees accountable for high standards of performance and conduct.