Experience

FundApps

• United Kingdom
• Software Development
• 100 - 200 Employee

• Sales Manager

  • Jan 2023 - Present

  FundApps provides automated compliance monitoring services to financial institutions, including some of the world’s largest asset managers, hedge funds, and investment banks. FundApps is used to monitor over $15 trillion in client assets every day.FundApps tackles the three biggest issues many compliance teams face when determining their responsibility to disclose: keeping track of international regulation, interpreting it correctly, and accurately aggregating exposure across portfolios.Our services: Shareholding Disclosure (major shareholding / beneficial ownership, short selling, takeover, and issuer limits) and Position Limits (exchange-based limits, with data sourcing and netting & aggregation). Sensitive Industries: We automate monitoring regulatory thresholds in “sensitive” industries. This includes pre-approval and post-notification, hard-stop and issuer-specific limits.We deliver a managed service to our clients, pairing innovative technology with legal knowledge from our dedicated team of compliance experts. Our compliance experts stay up-to-date with over 400 rules in 100+ jurisdictions, providing rules and legal content that let our clients make disclosures faster and more accurately than ever before.Yearly upgrades, server costs, and maintenance fees for traditional software are all made redundant with our single yearly subscription fee, and seamless, daily updates mean clients are always using the latest and greatest version of our service.We are pleased to introduce our new online subscription-based learning module. This aims to help those new to Shareholding Disclosure and those who want to deepen their knowledge. To begin, we have launched our first course on the complexities of short-selling regulation. Show less

• Sales Development Representative

  • Jun 2021 - Jan 2023



Nomura

• Financial Services
• 700 & Above Employee

• Product Control Analyst

  • Jan 2020 - Jun 2021



Cohen & Steers

• United States
• Financial Services
• 300 - 400 Employee

• Associate, Financial Accounting Control & Treasury

  • Jun 2018 - Dec 2019



Cohen & Steers

• United States
• Financial Services
• 300 - 400 Employee

• FP&A Summer Associate

  • Jun 2017 - Aug 2017

  ¥ Developed trends analysis for firm’s open-end, closed-end, and separate accounts to management on a periodic basis. ¥ Developed dashboard/scorecard reporting of key performance indicators helping sales managers to more effectively evaluate productivity, improve operations, and increase sales. ¥ Collaborated with Sales organization to capture firm’s new business pipeline and request for proposal (RFP) activity to inform forecasting and for reporting to the street by CFO. ¥ Assembled competitor analysis of key management information for firm industry standing and compliance of IRS standards. ¥ Liaised for reporting in daily AUM for Accounting, Product Control, and Senior Financial Analysts. Show less



Ruder Finn

• United States
• Public Relations and Communications Services
• 400 - 500 Employee

• Public Relations Intern

  • Oct 2016 - Dec 2016

  ¥ Detailed research analysis on client initiatives and products to aid in branding and press release efforts. ¥ Revised and edited strategic communication materials to ensure clear planning goals for clients. ¥ Responsible for project support and coordination across all teams and functions. ¥ Detailed research analysis on client initiatives and products to aid in branding and press release efforts. ¥ Revised and edited strategic communication materials to ensure clear planning goals for clients. ¥ Responsible for project support and coordination across all teams and functions.



Cohen & Steers

• United States
• Financial Services
• 300 - 400 Employee

• Finance Summer Associate

  • Jun 2016 - Aug 2016

  ¥ Assembled competitor analysis of key management information for firm industry standing and compliance of IRS standards. ¥ Provided summary consumption tax information of global offices to the finance and accounting departments. ¥ Utilized and built upon relevant skills such as critical thinking, leadership, and time management. ¥ Collaborated across departments in able to gain perspective into the broader functions and interactions between departments in the industry. ¥ Assembled competitor analysis of key management information for firm industry standing and compliance of IRS standards. ¥ Provided summary consumption tax information of global offices to the finance and accounting departments. ¥ Utilized and built upon relevant skills such as critical thinking, leadership, and time management. ¥ Collaborated across departments in able to gain perspective into the broader functions and interactions between departments in the industry.



North Shore High School

• Artists and Writers
• 1 - 100 Employee

• Basketball Camp Coach

  • May 2012 - Aug 2015

  - Coached a basketball team consisting of children, ages ranging from 10-14. - Taught private lessons for children on the basics and fundamentals of basketball. - Provided leadership to other coaches and counselors when manager was not present. - Coached a basketball team consisting of children, ages ranging from 10-14. - Taught private lessons for children on the basics and fundamentals of basketball. - Provided leadership to other coaches and counselors when manager was not present.



Brookville Country Club

• United States
• Hospitality
• 1 - 100 Employee

• Pool Grill Attendant and Supervisor

  • May 2010 - Aug 2015

  ¥ Supervised and coordinated events, such as holiday festivities and private parties by the pool. ¥ Held employees accountable, as well as managed the day to day operations of the pool area. ¥ Provided leadership in customer service, and maintained relationships with members to ensure clear communication of expectations. ¥ Supervised and coordinated events, such as holiday festivities and private parties by the pool. ¥ Held employees accountable, as well as managed the day to day operations of the pool area. ¥ Provided leadership in customer service, and maintained relationships with members to ensure clear communication of expectations.