Performance-driven Vice President with several years of experience aligning systems with business requirements, policies and regulatory requirements. Results-oriented individual passionate about applying excellent organization and communication skills to drive performance.
Overview
16
16
years of professional experience
Work History
Vice President
GLOBAL ATLANTIC FINANCIAL COMPANY
01.2018 - 07.2021
Managed a team of 26 individuals across multiple asset classes, including real estate, fixed income, credit, derivatives, specialty finance and transportation
Due diligence and closing of new esoteric deals and large reinsurance deals over $1bn
Managed custodial and trust banking relationships across multiple banks with over 75 accounts.
Evaluated and implemented organizational development strategies including all new products to support business growth and streamline operations
Assistant Vice President
GLOBAL ATLANTIC FINANCIAL COMPANY
01.2016 - 01.2018
Implemented BlackRock Aladdin across multiple entities and developed daily workflow for all asset classes
Developed derivative trading platform, FIS and set up
Ensure timely security setup, settlements and position management
Created the Employee Activities Committee across 5 offices and over 600 employees
Operations Specialist
BERKSHIRE PARTNERS LLC
01.2011 - 01.2016
Responsible for the process and systems of daily trading activity
Implemented the trading and accounting program, Advent Moxy and Axys
Coordinate the fundraising activity for the Hedge Fund, including creation and distribution of performance results
Managed internal relationships with Accounting, IT, Human Resources and Compliance
Investor relations contact for existing and potential Limited Partners
Work with CFO and General Counsel to build and implement compliance procedures
Created marketing material for potential investors and generated a communication tracking system in CRM
Originated the undergraduate recruiting program for an analyst position and organized a training program.
Assistant Trader
BERKSHIRE PARTNERS LLC
01.2008 - 01.2011
Work with Portfolio Manager to place daily trades based on portfolio strategy or market fluctuation
Interaction with prime broker and fund administrator to reconcile and match accounting records to maintain daily/monthly investor allocation
Collaborated with analysts and coverage traders to distribute relevant market information.
Reconcile cash on a daily basis throughout all fund accounts and compile detailed spreadsheets
Built various quantitative models to forecast fund performance and static portfolios.
Assistant Production Coordinator
NBC/UNIVERSAL
01.2006 - 01.2008
Coordinated the production responsibilities for the NBS show 'Heroes.' Supervised and assigned production office assistants in daily tasks and special projects
Monitored and tracked progress of all production tasks for on-time delivery.
Liaised with production manager, suppliers and vendors to support production needs.
Education
Master of Business Administration - Corporate Social Responsibility and Sustainability
SIMMONS COLLEGE
01.2011
Bachelor of Science in Journalism -
EMERSON COLLEGE
01.2005
Skills
Leadership
Software Evaluation and Implementation
Relationship Management
Client Relationship Building
Complex Problem-Solving
Microsoft (Outlook, Word, Excel, PowerPoint and CRM)
Timeline
Vice President
GLOBAL ATLANTIC FINANCIAL COMPANY
01.2018 - 07.2021
Assistant Vice President
GLOBAL ATLANTIC FINANCIAL COMPANY
01.2016 - 01.2018
Operations Specialist
BERKSHIRE PARTNERS LLC
01.2011 - 01.2016
Assistant Trader
BERKSHIRE PARTNERS LLC
01.2008 - 01.2011
Assistant Production Coordinator
NBC/UNIVERSAL
01.2006 - 01.2008
Master of Business Administration - Corporate Social Responsibility and Sustainability
SIMMONS COLLEGE
Bachelor of Science in Journalism -
EMERSON COLLEGE
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