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Joined RhumbLine in 2017 as Portfolio Analyst.
Nearly 15 years of industry experience.
Responsible for all operational functions including trade processing and settlement, portfolio reconciliation, monthly reporting, corporate action management and performance reporting to clients.
Prior experience: Held multiple positions at State Street Corporation in the Institutional Investor Services Group and was most recently Assistant Vice President of Client Service.
M.B.A. from Suffolk University and B.A. from McGill University.