Joined RhumbLine in 2014 as Portfolio Analyst; promoted to Senior Manager in 2018.
More than 19 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.
Previously: Portfolio Analyst at RhumbLine.
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.