Experience

Boston Financial Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Vice President, Wealth Manager

  • Sep 2023 - 4 months

  Portland, Maine, United States

• Associate Wealth Manager

  • Jun 2019 - 4 years 7 months

  Portland, Maine Area • Supervise the account set-up process; • Assist in setting, implementing, and monitoring the portfolio strategy set for each client portfolio • Oversee daily account cash flows • Prepare and update each account’s Investment Policy Statement • Assist in client meeting preparations • Assist with preparation of Financial and Estate Planning presentations • Participate in client meetings • Execute daily aspects of portfolio management, from meeting client requests, to… Show more • Supervise the account set-up process; • Assist in setting, implementing, and monitoring the portfolio strategy set for each client portfolio • Oversee daily account cash flows • Prepare and update each account’s Investment Policy Statement • Assist in client meeting preparations • Assist with preparation of Financial and Estate Planning presentations • Participate in client meetings • Execute daily aspects of portfolio management, from meeting client requests, to assisting in preparing portfolios for trading and rebalancing, to initiating and responding to written and verbal communications • Assist and mentor the Client Service Associate assigned to the AWM’s client relationships

• Client Service Associate

  • Sep 2018 - 5 years 4 months

  - responsible for providing support to the wealth managers - serves as a trusted point of contact for clients and their accountants and attorneys - handles daily account maintenance - operational support



F.L.Putnam Investment Management Company

• United States
• Investment Management
• 1 - 100 Employee

• Account Officer

  • Oct 2014 - Aug 2018

  Portland, Maine Area - Primary contact for high net-worth clients through which built strong rapport and meaningful relationships -Managed all administrative aspects of portfolio management - Coordinated trust & estate divisions and distributions - Member of the Asset Allocation Committee - Assisted in management of ETF model portfolios -Worked closely with multiple Portfolio Managers to provide impeccable client service