Experience

Granahan Investment Management

• United States
• Investment Management
• 1 - 100 Employee

• Client Reporting Analyst

  • Dec 2019 - Present

  Greater Boston Area



State Street Global Advisors

• United States
• Financial Services
• 700 & Above Employee

• Client Relationship Analyst

  • Feb 2018 - Sep 2019

  Greater Boston Area - Assist regional team in relationship expansion and securing existing clients by servicing 150+ client’s reporting needs to the highest degree possible. - Collaborate amongst colleagues to share information and processes to build a highly efficient and knowledgeable Client Reporting Team. - Provide input on enhancing processes and procedures to ensure the utmost level of client support and communication. - Produce all recurring custom deliverables by working with internal… Show more - Assist regional team in relationship expansion and securing existing clients by servicing 150+ client’s reporting needs to the highest degree possible. - Collaborate amongst colleagues to share information and processes to build a highly efficient and knowledgeable Client Reporting Team. - Provide input on enhancing processes and procedures to ensure the utmost level of client support and communication. - Produce all recurring custom deliverables by working with internal teams and systems to produce client data. - Perform review of new client reporting requirements as needed and assist manager with onboarding reporting requirements review. - Train off shore team on reoccurring deliverables, as well as optimize standard operating procedures to complete work timely and efficiently.

• Business Controls Office - Senior Associate

  • May 2016 - Feb 2018

  Boston, Massachusetts • Organize and provide material for internal employees to help mitigate risk • Contribute amongst multiple working groups to help write company guidelines and procedures • Perform walkthroughs to analyze business functions and provide detailed feedback to strengthen processes • Compile firm wide Compliance issue data for discussion in Bi-Weekly Compliance Issues Meeting • Work with firm subject matter experts and Management to overcome risk problems and control… Show more • Organize and provide material for internal employees to help mitigate risk • Contribute amongst multiple working groups to help write company guidelines and procedures • Perform walkthroughs to analyze business functions and provide detailed feedback to strengthen processes • Compile firm wide Compliance issue data for discussion in Bi-Weekly Compliance Issues Meeting • Work with firm subject matter experts and Management to overcome risk problems and control issues



State Street

• United States
• Financial Services
• 700 & Above Employee

• Transfer Agent - Associate

  • Jun 2015 - May 2016

  Boston, Massachusetts • Maintain relationships with fund groups in order to give them the best possible service for their clients • Follow strict deadlines to make sure all NSCC trading activity is successfully processed • Field phone calls and requests from brokers to process trades and/or correct transactions • Create wires to send money out to the correct parties when processing trades • Maintain a high volume of E-Mail requests for fund and account information • Process… Show more • Maintain relationships with fund groups in order to give them the best possible service for their clients • Follow strict deadlines to make sure all NSCC trading activity is successfully processed • Field phone calls and requests from brokers to process trades and/or correct transactions • Create wires to send money out to the correct parties when processing trades • Maintain a high volume of E-Mail requests for fund and account information • Process reports for clients to accurately show activity amongst their funds Show less



Copeland Chevrolet

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Marketing & IT Specialist

  • Jun 2014 - Jun 2015

  Brockton, Massachusetts I help drive business into the dealership by working with automotive marketing vendors to promote our store. I also help manage the online inventory for our location so customers can enjoy a easy-to-use and intuitive website for their online car shopping needs. Other tasks include skillfully solving technical computer issues around the dealership and helping colleagues better understand certain functions of the DMS as well as other systems that our store uses.



Copeland Toyota

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Customer Care & IT Specialist

  • Jun 2008 - Jul 2014

  Brockton, MA Helping with miscellaneous computer and technology problems around the dealership as well as fielding customer phone calls to set up service appointments and surveying to see how the quality of their service was.



Rectrix Commercial Aviation Services

• Line Staff

  • Jun 2010 - Sep 2011