Greater Philadelphia
I am an Alumni of Kutztown University of Pennsylvania, with a BSBA in Accounting and Finance
I will be teaching Intermediate Financial Management (FIN 363) during the Fall 2025 semester.
•supervise team of analysts to ensure to timely and accurate completion of deliverables, reporting to manager and senior director •work with clients to capture trades and PNL generated by each position in Geneva. •reconcile cash, portfolios and PNL to broker statements and client notices. •develop automated workflows to minimize repetitive tasks and increase productivity and troubleshooting. •Work with Luxembourg team for the reporting requirements, compliant with Lux GAAP.