Vice President - Private Client Advisor

• Jul 2013 - Present

Senior Portfolio Administrator

• May 2011 - Jun 2013

Execute equity and fixed income trading for client accounts Accurately update assets, income, pricing and transactions on the portfolio accounting system (Portfolio Center) Maintain client and portfolio records required by PalmerDodge Advisors compliance policy Generate accurate quarterly client statements, performance reports and bills for distributions to clients Execute equity and fixed income trading for client accounts Accurately update assets, income, pricing and transactions on the portfolio accounting system (Portfolio Center) Maintain client and portfolio records required by PalmerDodge Advisors compliance policy Generate accurate quarterly client statements, performance reports and bills for distributions to clients

Asst. Vice President - Trading and Operations Associate

• Oct 2006 - Jul 2011

Ensure accuracy of daily trading and money movement in client accounts Daily interaction with all levels of management and numerous business units Render superior service to internal and external clients to ensure client accuracy and satisfaction of trades Provide solutions to individual client reporting needs in a timely and accurate manner Adherence to corporate quality standards by reviewing daily downloads to ensure accuracy Pro-active client interaction and problem resolution Ensure accuracy of daily trading and money movement in client accounts Daily interaction with all levels of management and numerous business units Render superior service to internal and external clients to ensure client accuracy and satisfaction of trades Provide solutions to individual client reporting needs in a timely and accurate manner Adherence to corporate quality standards by reviewing daily downloads to ensure accuracy Pro-active client interaction and problem resolution

Portfolio Administrator

• Jun 2003 - Oct 2006