Experience

SLC Management

• United States
• Financial Services
• 300 - 400 Employee

• Marketable Securities Operations Analyst

  • Mar 2022 - Present



Amundi US

• United States
• Financial Services
• 700 & Above Employee

• Senior Operations Analyst

  • Jan 2015 - May 2022

  I support and assist Client Operations and other operational Shared Service teams/COE’s by monitoring and processing custody related events to the fund’s records accurately and timely. I ensure prompt follow up on exception situations and facilitate timely problem resolution to mitigate risk to the corporation and deliver excellent service to clients. I perform daily maintenance and record keeping for Syndicated Bank Loans held in various Mutual Fund and other Structured portfolios for various Pioneer clients Processing trades, booking receipts and disbursements via the Wall Street Office platform. Daily reconciliation of cash balances in Wall Street Office / WSO / Aladdin Producing daily roll-forward proof of portfolio holdings and accrual information utilizing WSO Reporting. Preparing standard and ad-hoc reporting for both internal and external customers Responding to customer queries on a daily basis Daily processing of bank loan notices as received from agent banks, I directly interact with the Investment Manager and fixed income traders on their assigned portfolios, inputting/settling trades, performing ad hoc requests and providing daily reporting per client specific guidelines I work closely mutual fund counterpart, providing Loan related reports to be incorporated into the final NAV Calculation. Show less



State Street

• United States
• Financial Services
• 700 & Above Employee

• Bank Loan Specialist

  • Jul 2013 - Jan 2015



REI

• United States
• Retail
• 700 & Above Employee

• • Apr 2012 - Nov 2012

  Required to present material to a wide range of students and experience levels. Instruct in a clear and concise manner. Develop and execute a course plan while maintaining a professional atmosphere

• • Jul 2009 - Nov 2012

  Focus on increasing sales. Addressed customer concerns and provide the best possible service.



Recover Records

• Somerville

• Marketing and Sales Associate

  • Apr 2011 - Sep 2011

  Locate and contacted potential clients. Utilized social media as well as viral marketing resulting in a 51% increase in virtual traffic. Responsible for recognizing and reacting to current market trends and behaviors. Locate and contacted potential clients. Utilized social media as well as viral marketing resulting in a 51% increase in virtual traffic. Responsible for recognizing and reacting to current market trends and behaviors.



PBG Wireless

• Sales and Customer Service Representative

  • Jan 2005 - Jan 2007

  Responsible for the overall management of a small business Responsible for the overall management of a small business