Experience

• 

  DST Systems

  • Canton, MA

  • Vice President

    • Apr 1998 - Jun 2019
    • Canton, MA

    Key leadership position in the organization, responsible for the development, implementation, oversight and coordination of business operations and relationship management. In this role, focus included mail processing, document imaging, cash processing, and research services for mutual fund clients.

• 

  MFS Investment Management

  • Greater Boston Area

  • Assistant Vice President

    • 1985 - 1998
    • Greater Boston Area

    Managed company's largest relationships, with oversight of the team responsible for processing cash transactions and retirement plan investments. Established retirement plan guidelines that were leveraged by the sales and marketing teams. Cross-team liaison to ensure high level of service for new accounts, daily processing, and trade resolutions.

• 

  The Boston Company Asset Management, LLC

  • Boston MA

  • Client Services Manager

    • Jun 1983 - Jun 1985
    • Boston MA

    Provided client service, portfolio analysis and reporting for clients and consultants and also supported cross-team roles (including Relationship and Consultant Relations Managers).

• 

  State Street

  • Quincy MA

  • Management Accountant

    • Mar 1981 - Jun 1983
    • Quincy MA

    Focus on portfolio accounting, fund pricing, and reconciliation for large investment firms.