Work:
JPMorgan
- NYC, NY Jun 2008 - Dec 2009
-
Vice President - Worldwide Securities Services
PFPC
- Wilmington De Jun 2006 - Apr 2008
-
Director - Client Service -Fund Administration
BISYS Fund Services
- Columbus, Ohio Area Feb 2005 - Apr 2006
-
Vice President - Treasurer Group
Evergreen Investments
- Boston MA 2000 - Apr 2004
-
Assistant Vice President - Fund Reporting and Control
Fidelity Investments
- Boston MA 1997 - 2000
-
Manager of Fund Accounting
State Street
- Boston MA 1989 - 1997
-
Account Manager - Fund Accounting - Cash / Securities
Putnam Investments
- Boston MA 1985 - 1987
-
International Account Controller
MFSC, Inc
- Boston MA 1985 - 1987
-
Variable Annuity Control Administrator
Education:
Northeastern University 2010 - 2012
Grad Certificate, Health Management
Iona College 1981 - 1985
Hagan School of Business -Bachelor of Business Administration (BBA), Accounting and Finance
Bishop Guertin, H.S 1978 - 1981
Diploma, College Prep
Skills:
Superior Client Service, Financial Reporting, Account Management, Operations Management, CFO, Fund Administration, Treasury Services, Identifying Client Needs, Team Leadership, Microsoft Excel, Microsoft Word, Financial Audits, NAV calculation, Project Management, Board Relations, Custodian services, Audit Committee, Security pricing, Sarbanes-Oxley, Transfer Agency, Cross Selling, Fee analysis, General governance, Certification of Financial Statements, Expense budgeting and monitoring, Client advocacy, Fund Accounting, Mutual Funds, Global Custody, Securities, Treasurer to Investment Companies., Investments, Banking, Financial Services, Management, Risk Management