Junior Portfolio Analyst
- Joined RhumbLine in 2019 as Junior Portfolio Analyst.
- Total of 3 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.B.A. in Finance, Magna Cum Laude from University of Massachusetts Amherst.