Experienced leader with a proven track record in Client and Account enablement at RBC Capital Markets. Skilled in project management and data integration, enhancing compliance and mentoring teams. Known for optimizing processes and delivering results in dynamic environments.
Team Leadership
Data Integrity
Process Optimization
Regulatory Compliance
Stakeholder Collaboration
Data Repositories
Problem Solving
Critical Thinking
Process Improvement
Automation
Regulatory Compliance
Capital Markets Products
Data Remediation
Risk and Controls
Murex Integration: Led the integration of vanilla account setups, ensuring accurate data remediation and migration processes
Corporate Actions: Managed the end-to-end Corporate Actions stream, ensuring compliance and operational accuracy
Workflow Management System Migration: Migrated client onboarding and settlement processes from manual email workflows to an automated system, enhancing efficiency and reducing errors
Data Quality Initiatives: Spearheaded data remediation and system reconciliation projects to maintain consistency across global trading platforms
KYC Compliance Projects: Supported KYC initiatives by reviewing and closing non-compliant client accounts, ensuring regulatory adherence across Capital Markets systems
Available upon request.