Description
SUMMARY: Investment Management Accountant Services professional with portfolio, mutual fund reconciliations, trade and settlements background. Data base management and auditing assistance exposure for compliance experienced. Detailed oriented Portfolio Accountant with Portfolio Administration experience for more than 15 years. Proven process enhancements, reduction of risk & exposure. Effective communicator and exceptional at handling multiple tasks at once while managing deadlines. Knowledgeable of different branches in financial services.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Loomis Sayles Lp/Loomis Advisors | Portfolio Administrator Equities Operations Analyst/Portfolio Accountant | 7/2016 - 7/2016 |
| Cirque Du Soleil | Entrepreneur/Owner | 5/2016 - 8/2016 |
| (Confidential) | Currencies Trade Desk Assistant | 8/2015 - Present |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| Northeastern University | Finance & Accounting | 1997 | Bachelor Degree |
Accomplishments
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