Experience

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  City Square Wealth Management

  • Client Services Associate

    • Apr 2022 - Present

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  State Street

  • United States
  • Financial Services
  • 700 & Above Employee

  • Assistant Vice President

    • Apr 2021 - Apr 2022

    Act as main point of contact in managing the custodian banking operations and fund accounting for a large corporate client

  • Client Services Officer

    • Jun 2017 - Apr 2021

    Served as the point of contact for high profile Corporate Cash companies, partnering with their treasury teams on regulatory guidance and providing custodial support with client requests, client-customized reporting, and operational activities for internally and externally managed portfolios.

  • Auditor

    • Jun 2016 - Jun 2017

    Audited and reviewed daily processing work for team members including checklists, trade tickets, check deposits, wires, and check requests.Trained team members on various complex processes for daily cash operations.Detected and reported any unusual and suspicious activity that occurs during normal day-to-day operation to mitigate operational risk.Monitored, escalated, and resolved any urgent requests/issues for clients, investment managers, and 3rd parties.

  • Portfolio Accountant

    • Mar 2015 - May 2016

    Performs the daily custody accounting processing for clients’ pension funds including manual account booking, trade booking, expense payments, check deposits and wires.Monitors, escalates, and resolves any urgent requests/issues for clients and reports any unusual and suspicious activity that occurs during normal day to day operation according to corporate policy Works to maintain and improve on daily operation with Pension funds in order to better processing procedures

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  A Loss For Words LLC

  • Greater Boston Area

  • Touring Musician/Touring Manager/Business Owner

    • Sep 2005 - Dec 2015
    • Greater Boston Area

    Scheduled, designed, and collaborated on musical performances via record (4 LPs, 5 EPs) and in concert on multiple national and international tours in Canada, Europe, Australia, Japan, Russia, and the United StatesComputed and examined the daily accounting regarding travel expenses, concert promotion, and merchandise managementCoordinated with promotion companies and booking agencies to devise, implement, and market concerts and tours nationally and internationallyManaged all year-end finances for the business regarding concerts, record sales, merchandise, royalties, and other miscellaneous finances