Weymouth, MA 02190
University of Massachusetts - Amherst, Isenberg School of Management Boston, MA
University of Massachusetts - Amherst, Isenberg School of Management Amherst, MA
Bachelor of Business Administration in Economics, Minor in Chemistry, May 2014 2010 – 2014
Integrated Financial Partners Waltham, MA Trader, Investment and Operational Manager January 2018- Present
. Directly responsible for trading, investment strategies, and operational tasks for clients.
. Accompanying meetings with advisors to provide insight into investments/strategies.
. Assisting advisors to establish and maintain comprehensive plans for clients financial futures such as but not limited to:
Retirement distribution strategies, financial planning, tax reduction strategies, estate and wealth planning, etc. all while
specifying importance of creating long term investment allocation strategies before meeting individual investment desires.
. Responsible for ongoing client portfolio supervision. Ensuring all accounts have sufficient cash for clients investments, invested
in correct/ most financially responsible strategy portfolio allocations based on clients specific needs which we are constantly
changing and adjusting due to the market.
. Maintaining and Implementation of trading on various OMS/EMS systems including but not limited to Charles River and Aladdin.
. Due diligence and continuous research on various vehicles including but not limited to REITS, growth and income structured
products, ETFs, bond funds, annuities, as well as life and health insurance to give our clients a comprehensive portfolio
allocation that ensures diversification while allowing liquidity for clients throughout.
. In charge of collecting and managing database administration (Oracle, SQL, Server, PostgreSQL).
. Directly in charge of implementation and execution of all trading for clients accounts. This includes trading for initial investment
planning purposes for new clients, strategy and model changes due to market, as well as any one time trading for client
requests/needs such as cash for personal reasons, distributions, gift/charity, and tax purposes.
. Analyze and study market potential and development of equities, ETFs, bonds, annuities, and insurance.
. Responsible for operational and administrative processing support for trading and investment management for fixed income,
equity and all other non standard alternative investments.
. Providing portfolio analytics across all products and and calculating performance returns to support client reporting.
. Account administration such as bank recon and account transfers.
. Production and delivery of private client reports such as monthly brokerage statements, and monthly and quarterly portfolio
Eaton Vance Investment Managers Boston, MA
Equity And Fixed Income Desk July 2016- Jan 2018
Specialist Trading and Investment Assistant
·Provide functional support to portfolio managers, and research analysts for Eaton Vance’s Equity and Diversified Fixed Income desks in all aspects from trade execution to trade settlement, and all operational responsibilities in between.
·Responsible for establishing new client and fund accounts in various trade management systems in accordance with Eaton Vance’s Model dependent upon client’s investing choice.
·Maintain day-to-day of all separately managed fixed income accounts including executing block trades, as well as step out trades for portfolio managers, booking trades in our systems, and ensuring accurate settlement.
·Implement equity execution in a variety of different trading platforms based upon the portfolio manager’s orders to ensure all accounts are in line with the appropriate Eaton Vance Model.
·Ensure accurate trade settlement with brokers and custodians for both equity and fixed income trades through various settlement processes including RTTM, DTCC, Markitwire, Bloomberg AIM and several others.
·Responsible for working with portfolio managers and analysts to continuously beat benchmarks in both equity and fixed income based on specific investment market research on a weekly basis minimum.
·Work with back offices to relay all corporate action information to our analysts and portfolio managers to vote on.
State Street Bank Boston, MA
Fund AIS Financial Reporting Project Team April 2016-July 2016
Fund Financial Analyst Associate II
·Responsible for preparing and analyzing semiannual and annual financial statements and quarterly schedule of investments in accordance with regulatory and GAAP requirements.
·Act as a liaison between Financial Reporting and Fund Accounting to collect all information necessary to complete the financial statements and to resolve open items and issues.
Asset Management Fund Accounting Quincy, MA
Functional Specialist Associate I November 2014- April 2016
·Responsible for all aspects of day to day accounting for several clients’ mutual funds, hedge funds, and retirement.
·Prepare timely and accurate Net Assets Values, yields, for subsequent review on a fund level basis.
·Mid-month and month end reconcile of various account’s shares and market values directly with the investment manager.
·Handle account receivable and account payables, income receivable/payable, dividends daily etc.
Northwestern Mutual Braintree, MA
Financial Representative Internship May 2013 - August 2013
·With guidance from my mentor, provided financial advice and guidance to clients, including investment management, income tax preparation and estate planning.
·Over the course of my internship got the experience of a full time financial representative.