LeeAnn Clifton

7669 Laguna Beach Way, Antelope, CA 95843

Home: 916-729-7418 Cell: 617-775-8441

LinkedIn: Email:

RELATIONSHIP MANAGER

Client Retention/Client Service - Cross Sell –Business Development - Performance Standards

Team Builder/Player –Service Level Agreements - Resourceful - Action Orientated

Relationship Managerwith over 12 years of highly transferable client relationship management experience. Managed a team of three employees onsite for theCaliforniaPublic Employees' Retirement System (CalPERS), the largest public pension plan in the United States. Demonstrated thorough knowledge of contracts, service level agreements, global custody, global securities lending and investment management. Strong record of achievement in customer service, communication, organization and problem solving.

ACCOMPLISHMENTS

  • Worked onsite in the largest institutional public pension plan in the United States with over $220 billion in assets.
  • Retained longtime, flagship customer during competitive Request for Proposal (RFP) and participated in finals presentations.
  • Participated in cross sell opportunity for securities lending auction win- a $2.4 billion internally managed account resulting in revenue of $500,000.00.
  • Ensured performance standards were achieved which resulted in a $200,000.00 bonus to State Street.
  • Product Specialist for online accounting system. Encouraged clients to adopt computerized accounting systems by individual and group training/presentations in favor of flawed manual processing. Introduced client to the efficiency and accuracy of software and shared expertise in the installation, configuration and maintenance of system.
  • Provided a high level of customer service and client relations based on outstanding communication and interpersonal skills while transitioning service operations from the closing Alameda office to Sacramento without client interruption and ahead of schedule.

PROFESSIONALEXPERIENCE

State Street Corporation, Alameda, CA

Financial Services- Global Custodian Bank US$21.8 trillion in assets under custody and administration, and US$1.9 trillion* under management as of December 31, 2011

Onsite Relationship Manager, Vice President

2006-2011

  • Managed a team of three employees responsible for ensuring client satisfaction as an on-siteRelationship Manager for California Employees' Retirement System (CalPERS) in their Sacramento office
  • Interfaced with all areas of bank while acting as primary contact; responsible for fiduciary documentation, tax reclaim, sub custody account openings, legal/compliance and contract enforcement
  • Facilitated open flow of communication at every level within customer organization and bridged gaps between customer groups
  • Responsible for granting system access, data feed maintenance, maintaining system user lists, trouble-shooting system issues and maintaining unique log-on training and assistance for wire transfer system.
  • Successfully coordinated external and internal audits, completing all projects ahead of schedule, in compliance with government standards
  • Provided a high level of customer service and client relations based on outstanding communication and interpersonal skills- adhered to the Sunset Policy “plus”
  • Worked closely with third party vendor, client and internal teams to implement tactical improvements
  • Created an environment that retained and engaged our industry-leading talent

LeeAnn Clifton Page two

Bank of New York Trust Company, N.A.Los Angeles,CA 2005-2006

Relationship Manager, Vice President

  • Provided consultative services to public fund, corporate and endowment and foundation clients. Strong record

of achievement in customer service, communication, organization and problem solving

  • Coordinated delivery of client requirements across internal groups including: account administration, accounting, global operations, benefit disbursements, performance and billing
  • Coordinated West Coast Client Conference, including logistics, session topics, speakers, and entertainment

State Street Corporation,Boston, MA

Client Relationship Officer

1999-2005

  • Oversaw the daily operations for four strategic public pension agency relationships over $60 billion in assets
  • Created strategic business plans and account reviews for annual evaluation with senior management
  • Consistently received high ratings on customer service report cards by providing superior customer service

Additional Positions Held

Client Relationship Manager

Client Relationship Associate

Eyes of Boston,Brookline, MA1992-1998

Community/Public Relations Coordinator

  • Created press releases newsletters and strategic marketing plans for ophthalmology practice specializing in corrective eye surgery. Increased patient referralsby 30% while streamlining operation schedules with numerous hospitals and surgical centers
  • Generated notoriety for practice on WCVB-Channel 5

EDUCATION

B.A., Communications, BridgewaterStateUniversity, Bridgewater, MA

State Street Institute- Leading from the Middle- Developing Middle Managers

State Street Institute- Leadership Challenge Program for Managers

The 7 Habits of Highly Effective People, Travis AFB

AFFILIATIONS

AnnualBackpackDrive-Building Futures with Women and Children

State Street Global Philanthropy committee member