Experience

Gateway Arts | Studio Art Center, Gallery, and Store

• United States
• Retail Art Supplies
• 1 - 100 Employee

• Financial Manager

  • Aug 2016 - Present



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Institutional Fund Accounting Services

  • Oct 2006 - Mar 2015

  Managed 401k daily accounting operations for 34 clients with more than 575 funds and $84B in assets Managed 401k daily accounting operations for 34 clients with more than 575 funds and $84B in assets



State Street

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Sr. Director of Fund Administration

  • Aug 2004 - Oct 2006

  Managed accurate and timely delivery of financial reporting, performance and board reporting, and expense management for 4 large clients Managed accurate and timely delivery of financial reporting, performance and board reporting, and expense management for 4 large clients



Putnam Investments

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President, Sr. Portfolio Accounting Manager

  • 2000 - 2004

  Managed the daily accounting operations for large Institutional Pension Fund Clients. Managed the daily accounting operations for large Institutional Pension Fund Clients.



PFPC

• Financial Services
• 100 - 200 Employee

• Vice President, Fund Accounting and Administration

  • 1986 - 2000

  Managed fund accounting, financial reporting, and treasury operations for mutual fund clients Vice President, Fund Accounting and Administration 1989-2000 Assistant Vice President, Section Manager 1988-1989 Unit Manager 1986-1988 Managed fund accounting, financial reporting, and treasury operations for mutual fund clients Vice President, Fund Accounting and Administration 1989-2000 Assistant Vice President, Section Manager 1988-1989 Unit Manager 1986-1988