Senior Manager, Investment Operations
- Joined RhumbLine in 2014 as Portfolio Analyst; promoted to Senior Manager in 2018.
- Total of 22 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.