Investor Relations

• Apr 2021 - Present

Manager- Investor Relations

• Oct 2020 - Apr 2021

Associate Manager- Investor Relations

• Dec 2018 - Dec 2020

Senior Associate - Investor Relations

• Jun 2016 - Dec 2018

• Perform middle/back office duties of fund administration for various hedge funds/private equity firms• Process and report investor transactions including subscriptions, redemptions and transfers and instruct the associated money movement• Distribute monthly/quarterly estimates, statements, investor letters, capital calls/distrubution notices and audit confirmations• Maintain every aspect of the onboarding process for new investors• Generate reports to show capital activity, management/performance fees, P&L statements, etc• Ensure investors comply with FATCA, CRS and ERISA obligations as well as implementing AIFMD and AML/KYC procedures• Communicate with internal groups such as accounting, operations, legal and compliance with respect to transaction processing, billing, etc.• Maintain client relationships by assisting with client/investor inquiries Show less

Consultant

• Nov 2014 - Jun 2016

PROJECT #2: FINANCIAL SERVICES FIRM - SALES • Provided visibility of the new platform across the industry and exceeded team goals throughout the project, personally generating $470,000 of potential revenue over a 2 month period. • Contacted C-level officers from various firms including, hedge funds, private equity, asset managers and banks to introduce them to the risk management platform • Produced qualified leads for the sales team to close deals and implement these firms onto the platform • Reported results, created metrics, and provided different outreach methods to upper management which can be used by sales specialists while selling other products PROJECT #1: TIER 1 INVESTMENT BANK - KNOW YOUR CLIENT/ DATA OPERATIONS • Managed a team of 6 on a Global KYC Periodic Review outreach project for a Tier I Investment Bank • Performed due diligence to assist with determining accurate risk rating for Fixed Income, Equity and Commodity accounts to highlight high-risk jurisdictions, cash intensive/high risk businesses and Politically Exposed Persons (PEP’s) to prevent anti-money laundering • Oversaw the account closure process to ensure all positions and balances are cleared with the client before terminating the account • Remediated over 4,000 High, Medium and Low risk accounts for the bank • Assisted the bank in shifting the entire KYC process to a BAU (Business as Usual) process Show less

Captain

• Sep 2009 - May 2013

COLLEGE ATHLETICS Providence College Division I Men’s Soccer, Big East Conference August 2009 – 2012 • Devoted 25+ hours per week to games, practice, team meetings and travel • Competed against elite players throughout the nation • Developed strong leadership, decision-making, time management and teamwork skills ACHIEVEMENTS • 2013 Recipient of Providence College’s David Kreinsen Unsung Hero Award for “Leadership, Consistency, and Outstanding Individual Performance” Selected to compete in the 2012 New England Intercollegiate Soccer League (NEISL) All-Star Game Show less