Director of Investment Operations, Limited Partner
- Joined RhumbLine in 2014; promoted to Director of Investment Operations in 2022.
- Industry professional since 2000.
- Responsible for overseeing the Operations Group and for all operational functions including trade processing and settlement, portfolio reconciliation, monthly reporting, corporate action management and performance reporting to all clients.
- Previously: Sr. Manager and Portfolio Analyst in Investment Operations at RhumbLine.
- Prior experience: Held multiple positions at State Street Bank including Investment Operations, Client Services and Project Management.
- B.S. in Management Science, cum laude, from Bridgewater State College.