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Senior Portfolio Analyst, Limited Partner
Joined RhumbLine in 2007 as Portfolio Analyst; promoted to Senior Portfolio Analyst in 2019.
More than 18 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.
Previously: Portfolio Analyst at RhumbLine.
Prior experience: Portfolio Accounting Manager at State Street Bank within the custody operations.
B.A. in English, Minor in Business Studies, Cum Laude from Suffolk University.