Communicator | Responsible | Team player | Career Motivated | Problem Solver | sedulous

Education

Northeastern University, Boston MA 

Master of science in finance 

Focused coursework: Fintech, Financial Analysis, Portfolio Management, Valuation, Financial Risk Management, M&A 

Northeastern University, Boston MA

bachelor of science in business administration

Dual Concentration: Finance and Management INformation Systems

GPA: 3.6, Dean's List, President of Slow Food NU, NUin & Co-op ambassador, Plus 1 Graduate Program, Intramural Sports,  Global Experience Panelist, Study Abroad: Thessaloniki

Professional Experience

Wellington Management Australian Pty Ltd, Sydney, AUS 

investment operations Specialist

• Investigated and resolved non-working balances in all APAC accounts for company managing $1 trillion in assets worldwide

• Collaborated with traders, portfolio management, and GRG teams when exceptions occurred to ensure accurate statement of cash balance in all APAC Wellington portfolios

• Managed execution of all APAC FX’s as required for cash flows, expenses, overdrafts, corporate actions, etc.

• Assisted custodians and accounting agents with inquiries regarding account servicing (i.e. pricing sources, reconciliation, transaction history)

• Processed all time-sensitive fees and flows in APAC accounts based on client requests

Wellington Management Corporation, Boston, MA

Transactional control specialist

• Monitored all zero-tolerant to overdraft accounts for highly sensitive clients and ensured ledgers did not reach a shortfall

• Investigated and resolved any income related non-working balances for more than 2,000 client accounts

• Instructed FX’s as required for overdrafts, corporate actions, and cash flows

• Effectively utilized control reports to allow for efficient and independent workflow management

• Communicated with custodians regarding inquiries pertaining to reconciliation, overdrafts, and cash flows

Eze Software Corporation, Boston, MA

Global trading support, D-Station Co-op

• Supervised the company’s web-based portal for managing electronic trading between clients and brokers

• Served as the intermediary between buy-side funds and their sell-side brokers to effectively communicate requests for electronic trading connectivity

• Collaborated with Eze consultants in the construction of trading connections; built a strong knowledge of electronic trading space and technologies

• Established strong relationships with sell-side firms while providing support and guidance on the process surrounding Eze’s electronic trading system

Telebrands Corporation, Fairfield, NJ

marketing associate

• Managed all social and search marketing for 15+ company products

• Created and monitored all social media sites including Wordpress, Facebook, Twitter, and YouTube

• Contributed to meetings involving customer satisfaction, social media response, and search marketing goals

Additional Experience 

Freedom Tail Pet Services LLC, Boston, MA

Virtual office manager

• Virtually process all client invoices, employee payroll, client packages, and run social media accounts (Facebook, Twitter, Instagram)

• Conduct financial analysis and reporting of over 60 clients

• Provide financial guidance to CEO based on analysis findings

Interests & Skills

Computer skills

• Proficient in Microsoft software, familiar with Adobe Dreamweaver, Tableau, Spotfire, Bloomberg, Google AdWords

interests

• Traveling, running, hiking, cycling, baking, cooking, photography, financial technology, cryptocurrency, The Office, Hamilton

Volunteer experience

• Bike and Build (July 2015), WWOOF Latin America (July 2014), KPYM Himachal (August 2016), Habitat for Humanity Morris (June 2015), MSCPA (Sep. 2013-May 2014)