Experience

Strategic Insight | ISS Market Intelligence

• Financial Services
• 1 - 100 Employee

• Senior Analyst, Board Services

  • 2016 - Present



Broadridge Financial Solutions

• Greater Denver Area

• Financial Analyst II

  • Aug 2007 - Mar 2016

  Senior Financial Analyst in our global fiduciary review department working with fund industry clients on contract renewal obligations under Section 15(c) of the Investment Company Act of 1940. Personally responsible for reports that generate over $2 million in revenue. Job responsibilities include preparation, organization, analysis, and delivery of reports. As a single point of contact, I am responsible for establishing and maintaining company relationships while working within specified project time frames. Show less



Lipper

• Production Analyst

  • Oct 2005 - Aug 2007

  Responsible for performing a variety of tasks including reconciling performance discrepancies in a timely manner so that data was accurate for Lipper’s daily and weekly publications. Functioned as the main contact in performance for Lipper’s internal and external clients. Was responsible for analyzing and producing Lipper’s monthly and quarterly financial publications.

• New Funds Data Analyst

  • Apr 2005 - Oct 2005

  Responsible for the activation of all U.S. domestic funds (Open-end, Closed-end and Variables products) in the Lipper database. As a data analyst, I was responsible for gathering the data, holdings and all necessary documentation to list funds’ products and media feeds. Maintained a professional working relationship with Lipper’s clients.



Janus Henderson Investors

• United Kingdom
• Financial Services
• 700 & Above Employee

• Mutual Fund Specialist

  • Aug 2004 - Apr 2005

  Responsibilities included investor education and guidance in making successful decisions regarding retirement and investment accounts. Also accountable for reporting performance to investors, including returns, cost basis, average cost per share, yields and market conditions. Maintained a strong focus on investor suitability and long-term focus for a variety of different investment vehicles. Provided outstanding customer service to all, from entry level to novice investors. Responsibilities included investor education and guidance in making successful decisions regarding retirement and investment accounts. Also accountable for reporting performance to investors, including returns, cost basis, average cost per share, yields and market conditions. Maintained a strong focus on investor suitability and long-term focus for a variety of different investment vehicles. Provided outstanding customer service to all, from entry level to novice investors.