Experience

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  Mayo Capital Partners

  • Greater Boston Area

  • Senior Investment Operations Analyst

    • Jan 2002 - Jun 2016
    • Greater Boston Area

    • Managed all aspects of trade life cycle with 99% of trades settling on time.• Oversaw the operations of the investment back office systems for day to day and month end.• Interacted with brokers and custodians to ensure proper settlement in the appropriate region.• Responsible for all wire movements for Futures, margin variations, exercised Options and dealt with Exchanged Traded Funds. • Executed trades for all fixed income and foreign instruments.• Provided single point of contact for all external client needs.• Client service responsibilities included: wire transfers, cash movements, updating client information, changes in restrictions, and all research activities. • Increased productively through the implementation and integration of Eze Castle Software Trading System.• Automated trade execution and elements of workflow.• Designed trading and reconciliation reports, including executive reports and new trade tickets for faster information for the investment team.

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  GMO

  • Greater Boston Area

  • Global Operations Associate

    • Jun 1992 - Dec 2001
    • Greater Boston Area

    • Managed staff to ensure proper execution of corporate actions, private placements, proxy voting, and reporting for international, domestic, and emerging markets. • Ensured that all client reporting was accurate for the above actions.• Senior project manager on both the Euro conversion team and the Y2K conversion team.• Implemented the use of CCH Capital Changes for corporate action research and use of Institutional Shareholders Services for proxy voting.