Joined RhumbLine in 2014 as Portfolio Analyst; promoted to Senior Manager in 2018.
Nearly 18 years of industry experience.
Responsible for team management and all operational functions including trade processing and settlement, portfolio reconciliation, monthly reporting, corporate action management and performance reporting to clients.
Prior experience: Held multiple positions at State Street Bank including investment operations, client services and project management.
B.S., Cum Laude in Management Science from Bridgewater State College.