Kensington, Maryland, United States
Asset management professional with 20 years experience. Focus has been equity trading, compliance and administration of mutual funds, hedge funds and separate accounts.
HEAD TRADER: ran and managed trading desk for 7 portfolio managers across 8 mutual funds totaling $2 billion in assets. COMPLIANCE: ensured group's compliance with Code of Ethics and related policies and procedures. Aided portfolio managers in staying within prospectus limitations, complying with SEC rules and meeting IRS diversification requirements. Member of Fund group's Pricing Committee and Best Execution Committee.