Director of Investment Operations
- Joined RhumbLine in 2014; promoted to Director of Investment Operations in 2022.
- Total of 22 years of industry experience.
- 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., cum laude, in Management Science from Bridgewater State College.