Experience

Stavvy

• United States
• Software Development
• 100 - 200 Employee

• Business Development Representative

  • Feb 2022 - Present



Partners Capital

• United Kingdom
• Financial Services
• 200 - 300 Employee

• Associate

  • Nov 2018 - Sep 2021

  - Client Service Associate serving 20+ portfolios across international and domestic Endowments, Universities, Charitable Organizations and High Net-Worth Individuals. Total AUM ranging from $15M-$750M- Facilitate all portfolio correspondence between client stakeholders and team members- Comprehensive monitoring of client assets across investment classes with key parties (Trustees, Investment Offices, Third Party Brokerage) - Implement & execute intricate investment plans with a high focus on accuracy and efficiency - Provide detailed client investment reporting on a monthly/quarterly schedule. - Extensive experience in managing complex entity structures and facilitating investment portfolio execution - Coordinate with clients on sensitive transactions such as trust transfers & corporate audits



SS&C Technologies

• United States
• Software Development
• 700 & Above Employee

• Investment Fund Accountant

  • Aug 2017 - Jul 2018

  - Implementation of Private Equity/Hedge Fund trading operations-Maintenance of daily domestic and FX trading across international markets-Handling of accounting for private investment funds, including review of daily price control checks, P&L reasonableness, inter system reconciliations, ensuring that reconciling items are investigated and resolved, or escalated in a timely manner. -Ensure controls are in place and accounts are accurate on a daily basis, providing clear and accurate management information to support decision-making.



HSB - Hartford Steam Boiler

• United States
• Insurance
• 700 & Above Employee

• Treaty & Underwriting Intern

  • May 2016 - Aug 2016

   Employment Practices Liability Referral  Assisted in Home Systems Protection Insurance product launch Supervisor project management & cleanup  Employment Practices Liability Referral  Assisted in Home Systems Protection Insurance product launch Supervisor project management & cleanup