About
Successful financial services professional with over 20 years of experience in the mutual fund industry, with a diverse background in various mutual fund administration roles. Well-versed and proficient in various mutual fund operational initiatives. Experienced in building and managing relationships with clients, service providers and internal teams. Oversee specialized projects that impact multiple departments.
Member of the ICI - BTRAC Committee, and Sub-member of the ICI - TAAC Committee
Experience
-
Sr. Client Operations Specialist, Dealer Services at Resolute Investment Managers
Feb 2021 - Present · 5 yrs 5 mos
-
Sr. Operations Analyst - Dealer Services at Resolute Investment Managers (parent company of American Beacon Advisors)
Jan 2018 - Present · 8 yrs 6 mos
-
Senior Operations Analyst - Dealer Services at American Beacon Advisors
Mar 2012 - Present · 14 yrs 4 mos
-
American Beacon Advisors (13 yrs 10 mos)
-
Sr. Operations Analyst
May 2008 - 2012 · 3 yrs 9 mos
-
Financial Analyst
Mar 2005 - May 2008 · 3 yrs 3 mos
-
Marketing Analyst
Apr 1998 - Feb 2005 · 6 yrs 11 mos