Position:
Director of Transfer Agency Oversight and Fund Officer, (Assistant Treasurer) at Bank of America
Work:
Bank of America
since Apr 2010
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Director of Transfer Agency Oversight and Fund Officer, (Assistant Treasurer)
OppenheimerFunds
Mar 2008 - Feb 2009
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Vice President, Data Warehouse & Business Intelligence
OppenheimerFunds
Apr 2004 - Mar 2008
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Vice President, Transfer Agent Oversight and Fund Officer
Columbia Management Group
Jan 2000 - Mar 2003
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Vice President, Operations Development
Liberty Funds
Jan 1993 - Dec 2000
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Vice President
Colonial Investors Service Center
Aug 1984 - Dec 1993
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Assistant Vice President
Education:
Suffolk University 1975 - 1979
BA, History, Philosophy & Education
Suffolk University 1975 - 1979
B.A, History
Skills:
Risk Management, Mutual Funds, Securities, Business Intelligence, Management, Leadership, Change Management, Program Management, Strategy, Financial Services, Business Process
Honor & Awards:
National Investment Company Services Association, (NICSA)
Transfer Agent Committee MVP award, 2002-2003