Senior Portfolio Analyst, Limited Partner
- Joined RhumbLine in 2007 as Portfolio Analyst; promoted to Senior Portfolio Analyst in 2019.
- Total of 20 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.