Middleboro Public Schools
Physical Education Teacher
Twenty1 Consulting
President
Aliter Investment Services
Consultant
State Street Feb 1, 2013 - Mar 2016
Vice President and Director - Ifs Transfer Agency
Jpmorgan Chase Hedge Fund Services Oct 2011 - Feb 2013
Vice President - Investor Services
Education:
Fitchburg State University 1997 - 2001
Bachelors, Bachelor of Science, Business Management, Management
Skills:
Hedge Funds Portfolio Management Risk Management Management Project Management Alternative Investments Asset Management Data Analysis Financial Analysis Team Building Crm New Business Development Training Securities Fixed Income Asset Managment Leadership Business Development Equities Financial Services Investments Risk Assessment Client Services Mutual Funds Client Delivery Business Process Improvement Institutional Business Development Microsoft Excel Consulting Business Analysis Data Migration System Implementations Standard Operating Procedure Operating Models Employee Training Coaching and Mentoring Investone Efront Linedata Mystatestreet Multi Currency Accounting Microsoft Word Microsoft Powerpoint Eagle Star Pennyit Geneva
Feb 2013 to 2000 Vice President/Director, Alternative Investment Services - Transfer AgencyJ.P. Morgan Hedge Fund Services Boston, MA Oct 2011 to Feb 2013 Vice President, Hedge Fund Services - Transfer AgencyBank of New York Mellon Everett, MA Feb 2011 to Oct 2011 Manager, Complex Accounting and Administration Group - Investor ServicesNavigant Consulting Boston, MA Aug 2010 to Feb 2011 Managing Consultant, Financial ServicesJ.P. Morgan Hedge Fund Services Boston, MA May 2007 to Aug 2010 Assistant Vice President, Business and Reporting Analyst - Transfer AgencyBISYS Hedge Fund Services Boston, MA Apr 2005 to May 2007 Account Manager, Operations - Transfer Agency