BNY Mellon Asset Servicing since Feb 2005
State Regulatory Services (Blue Sky) Coordinator
Fidelity Investments Apr 1994 - Oct 2003
Senior Blue Sky Compliance Specialist
Education:
Northeastern University
Skills:
Financial Services Risk Management Microsoft Excel Portfolio Management Financial Analysis Banking Mutual Funds Financial Planning Relationship Management Wealth Management Finance Equities Securities Asset Management Business Analysis Fixed Income Financial Risk Financial Modeling Investments Capital Markets