PROFILE

Seeking a position an in estimating, scheduling, or accounting role with a general contracting or property management firm, where I can combine my finance and construction experience.

SKILLS

OSHA Certification Microsoft Office Adobe Reader & Writer Business Development Account Management Mortgage Systems: Genesis and Calyx Mutual Fund & ETF data entry programs Bloomberg, Reuters, IDC Strategic Planning Customer Service Project Coordination Goal and Deadline Driven Detail Oriented Organized and Efficient Team Oriented

PROFESSIONAL EXPERIENCE

INDEPENDENT CONTRACTOR Boston, Massachusetts September 2016 – January 2017

Carpenter apprentice

●Part of a temporary carpentry crew that was removing and replacing back decks of a condominium complex.

QP CONSTRUCTION COMPANY Middleboro, Massachusetts February 2016 – September 2016

Carpenter apprentice

●Trained and worked on all phases of framing and carpentry. Starting with floor joist and decking application to wall construction, ceiling joist and rafter installment to roofing, siding, window installment and finish carpentry.

J.P. MORGAN CHASE Boston, Massachusetts April 2014 – February 2016

Hedge Fund Account Specialist

●Monitored and did troubleshooting of daily profit and loss figures for accuracy and tolerance expectations.

●Managed offshore teams on daily activity and tolerance expectations.

●Allocated monthly income, capital activity & fees amongst investors in funds from investor statements.

●Assisted third party auditors with requests to provide support; ensuring accuracy for accounting audits.

●Built and maintained strong relationships with internal and external partners.

STATE STREET CORPORATION / Boston, Massachusetts January 2008 – April 2014

(Started as Fund Accountant, then promoted to Fund Manager in August 2012)

●Worked on Exchange Traded Funds focusing on client operations that included pricing and finalization of 150 funds, researched & resolved breaks or potential errors as a final check before sending final fund deliverables to the client for publication.

●Performed searches for qualified candidates according to relevant job criteria.

●Managed up to five staff members; oversaw and supervised all staff work for clients.

●Led three companywide initiatives:

(1)Audited and oversaw four flawless audits since managerial role

(2) On-boarded new employees & off-boarded exiting employees

(3) Co-managed a team that developed a companywide intranet site, resembling Facebook as a business resource for internal use.

●Lead manager on a team with 40 newly acquired funds; ran them parallel until they were ready to be integrated with rest of our fund group.

●Oversaw diverse equity loans including: multi-billion dollar equity and bond mutual funds, multi-managed funds, fixed income funds, and managed other derivatives; futures, swaps, and options.

●Responsible for booking and settling short-term trades, foreign exchange & hedge trades.

●Set-up & monitored multi-million & billion dollar wires that directly affected accounting and actual cash accounts on their accounting systems.

●Calculated fund securities and delivered the final Net Asset Value to NASDAQ by 6pm in order for them to be traded on the market the next morning by using Bloomberg, Reuters, and IDC terminals.

●Responsible for making manual cash and expense bookings as well as accrual adjustments in dozens of currencies.

WAYNE’S WORLD WATERPROOFING / Lakeville, Massachusetts March 2004 – January 2008

Construction Coordinator

●Provided comprehensive quotes to clientele seeking exterior home maintenance or remodeling.

●Formed valuable working relationships with clientele and vendors, creating a substantial word-of-mouth client base.

●Managed & delegated tasks to junior staff during company owner’s absence - being cost-efficient during a stringent time.

●Provided energetic & detail-oriented labor support and advice. The majority of the work being roofing, siding, windows and gutters, with a handful of winters doing framing.

BLS MORTGAGE Billerica, Massachusetts December 2003 – March 2004

Loan Officer

●Provided efficient and personalized services to clients looking to purchase or refinance a home – from initial quote to closing

●Organized and managed vital / confidential financial documentation for clients.

MULBERRY MORTGAGE Holliston, Massachusetts July 2002 – December 2003

Loan Processor

●Effectively obtained new clients, seeking to refinance their mortgages and/or purchase real estate.

●Managed title documentation, loan payoff information, and homeowner’s insurance binders.

●Collected and organized stipulations, as well as pertinent file information utilized during loan processing.

EDUCATION

WENTWORTH INSTITUTE OF TECHNOLOGY Boston, MA

Certificate

Program: Construction Management

- Courses included: Plan Reading, Estimating, Wood Framing, Masonry

FITCHBURG STATE UNIVERSITY Fitchburg, MA

Bachelor of Science

Major: Business Administration

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