Experience

Leerink Partners

• United States
• Investment Banking
• 100 - 200 Employee

• Vice President, Business Analyst at Leerink Partners

  • Jul 2023 - Present



Leerink Partners

• United States
• Investment Banking
• 100 - 200 Employee

• Business Analyst at SVB Securities

  • Feb 2022 - Feb 2023

• Business Analyst at SVB Leerink, a division of SVB Securities

  • Mar 2019 - Apr 2022

  Greater Boston Area • First line of support for the in-house CRM-ERP application • Interface with business users providing day to day support, document feature and enhancement requests, and collect bug reports • Oversee feature requests and bug fixes in the development process, including providing detailed specification for the offshore team, testing and validating changes • Project management manage and support the maintenance queue and leading meetings with business user groups



BNY Mellon | Eagle Investment Systems

• United States
• Financial Services
• 300 - 400 Employee

• Client Solutions Sr Consultant/Specialist, Client Service

  • Oct 2013 - Dec 2017

  Wellesley, MA



Genpact Headstrong Capital Markets

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Principal Consultant, Investment Operations at Headstrong-Capital Markets

  • Jul 2010 - Oct 2013



Cerity Partners

• United States
• Financial Services
• 400 - 500 Employee

• Operations Consultant

  • May 2010 - Jul 2010



Independence Investments

• Operations Officer

  • May 2005 - Mar 2009



Columbia Threadneedle Investments, US

• United States
• Financial Services
• 700 & Above Employee

• Operations Specialist/Performance Analyst

  • Dec 2003 - May 2005



John Hancock

• United States
• Financial Services
• 700 & Above Employee

• Institutional Managed Accounts Specialist

  • Jul 2002 - Dec 2003

• Investment Compliance Analyst

  • Sep 2001 - Jul 2002



State Street

• United States
• Financial Services
• 700 & Above Employee

• Senior Portfolio Accountant

  • 2000 - 2001