Portfolio Analyst, Limited Partner
- Joined RhumbLine in 2005; promoted to Director of Investment Operations in 2017; transitioned to part-time portfolio analyst role in 2022.
- Industry professional since 1998.
- Responsible for all operational functions including trade processing and settlement, portfolio reconciliation, monthly reporting, corporate action management and performance reporting.
- Previously: Director of Investment Operations (2017-2022), Sr. Manager and Portfolio Analyst at RhumbLine.
- Prior experience: Assistant Vice President within State Street Bank's Custody Operations including domestic, international and pooled fund areas.