Director of Investment Operations, Limited Partner
Joined RhumbLine in 2005; promoted to Director of Investment Operations in 2017.
Nearly 20 years of industry experience.
Member of the firm's Management and Investment/Risk Committees.
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, Senior Manager and Portfolio Analyst in Investment Operations at RhumbLine.
Prior experience: Assistant Vice President within State Street Bank's Custody Operations including domestic, international and pooled fund areas.