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About me:

Over 27 years of Financial Services experience, largely based on the Custody side of the business.

Experience

  • Cash Reconciliation 
  • Trade settlements: DTC, Fed, Euro Clear, Clear stream
  • Bloomberg knowledge
  • Calculated daily investable cash for Mutual Fund Clients
  • Interest and Dividend posting
  • Corporate Action posting
  • International and Domestic trade posting 
  • Expense posting

Education

Bachelor of Science, Business Management from Bridgewater State College.

Professionals from different sectors near Raynham, Town of Raynham, Bristol

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