Experienced Capital Markets professional with experience in fund accounting, operations, trade processing and clearing, trading, business analysis, project management, systems design and development, systems upgrades and conversions, process analysis and optimization and training.

Specialties

Fund accounting, audit, financial reporting, investor relations, client relations, trade capture and processing, prime brokerage, custody operations and clearing, project management, business and process analysis, process optimization, system conversions, upgrades, design and implementation as well as extensive product knowledge.

Skills

Microsoft Word, Excel, PowerPoint, Project, Visio, Axiom, Clarity, Advent Geneva, Advent Partner, SS&C Total Return, Bloomberg, Wall Street Office, SunGard VPM, SunGard Investran, Summit FT, and SunGard InvestOne.