Shannon J. Morales
Vice President @State Street
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WORK HISTORY
Vice President @State Street
Irvine, CA, US
Responsible for new client engagements for investment operations outsourcing clients as part of State Street\'s Global Services business. Prepare client presentations and RFI / RFP proposals. Develop operating models, fee proposals and projected profit / loss statements. Determine services and cross-sell products to help clients meet their strategic objectives. Conduct due diligence on clients\' operations to be outsourced in order to transition them onto State Street\'s strategic platforms. Provide operational consulting services to existing, potential and internal clients. Program management with global ownership for onboarding new clients to business as usual.
SKILLS
ABOUT SHANNON J. MORALES
A self-motivated and energetic professional in financial services with extensive…
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