Bio
Experience
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TCAM, LLC
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Greater Boston Area
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Advisory Associate, Affordable Housing
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Sep 2019 - Present
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Greater Boston Area
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Department Administrator
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2012 - Present
Run all day to day operations and support Chair on long-term, strategic initiatives to advance Department's mission and goals.• Senior management (Chair) communications; effectively communicate all important developments to leadership; disseminate information outward to all relevant parties; ...
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Shareholder Services Associate
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2010 - 2012
Effectively managed communications through proper channels, including portfolio managers, relationship managers, and transfer agents.
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Investment Services Representative
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2007 - 2010
Part of an award winning team tasked with providing shareholders and financial advisors unparalleled service and secondary market support on over 200 open-ended and closed-ended mutual funds Partnered with internal and external wholesalers with responsibilities including - prospecting sales, cons...
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Education
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2013 - 2017Boston University Questrom School of Business
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2004 - 2007Wheaton College
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2003 - 2007Wheaton College Massachusetts
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References
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