Team

Gina Berard

• Joined RhumbLine in 2014 as Portfolio Analyst; promoted to Senior Manager in 2018.
• Total of 21 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.