- Joined RhumbLine's Investment Operations team in 2022 as Portfolio Analyst.
- Industry professional since 2005.
- Responsible for all operational functions including trade processing and settlement, portfolio reconciliation, monthly reporting, corporate action management and performance reporting.
- Prior experience: Held multiple positions at State Street Corporation in different areas of operations including institutional, wealth management and private equity teams.
- B.S. in Finance and Management, Minor in Economics, from SUNY Brockport, Brockport, NY.