Work:
State Street Bank
AML/Document Review Analyst (contractor)
JP Morgan
AML/Document Review Analyst (Contractor)
The Roosevelt Investment Group - Providence, RI
Portfolio Administrator
Wolters Kluwer Financial Services (GainsKeeper) - Waltham, MA
Client Data Analyst/Product Support Representative (contractor)
Broadridge Financial Solutions, Inc - Peabody, MA
Senior Client Liaison - Marketing Strategy Fulfillment
FundQuest, Inc - Boston, MA
Client Liaison - Investment Management Operations
FundQuest, Inc
Lead Portfolio Trader
Education:
University of Connecticut - Storrs, CT
Bachelor of Science in Business Administration & Finance