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Junior Portfolio Analyst
Joined RhumbLine in 2019 as Junior Portfolio Analyst.
More than 17 years of industry experience.
Responsible for all operational functions including trade processing and settlement, portfolio reconciliation, monthly reporting, corporate action management and performance reporting.
Prior experience: Production Technician for Associates of Cape Cod and Financial Assistant with Volar Travel Group.
B.A. in Finance, Magna Cum Laude from University of Massachusetts Amherst.