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Expert Profile

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Experienced leader with broad-based financial services experience including specialties in depository and clearing infrastructure, relationship management, custody and asset servicing, business process design and implementation of AML compliance methodologies, customer data governance and CRM technology. Proven ability to manage large interdisciplinary teams, create business strategies, execute organizational goals, reengineer business processes, manage change, and develop alliances.

 
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Securities Industry Institute Certificate (2010) - The Wharton School of The University of Pennsylvania

Bachelor's Degree in Business - Pace University

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