Results-driven Lead Specialist with a proven ability in trade settlements and operations management. Skilled in risk management and continuous improvement, dedicated to enhancing team performance and process efficiency.
Overview
21
21
years of professional experience
Work History
Lead Specialist
Brown Brother Harriman & Co
10.2004 - Current
Mentored and trained team members and co-ops, improving onboarding speed and overall team productivity.
Lead daily processing of high volume International Queues settlement.
Coordinated international settlements ensuring timely execution across multiple markets and sub-custodians.
Processed swift messages with high degree of accuracy, supporting global trade activity and client directives.
Strong decision-making in high-pressure environments with competing deadlines.
Proven ability to drive accountability, accuracy, and team performance.
Committed to fostering a collaborative, high-performing team culture.
Collaborated across teams to enhance processes, contributing to more efficient end-of-day settlements cycles.
Executed ACATS transfers and resolved cross-functional issues, improving transfer turnaround time.
Education
High School Diploma -
St. Mary's High School
Jersey City
Bachelor of Arts -
Rutgers University
New Brunswick, NJ
Skills
Trade Settlements (International Settlements, ETF, ACATS, Options)