Top Portfolio Administrators in Greater Boston Area
Courtney Silva, MBA
Management Consultant
Greater Boston Area
Management Consultant
MBA Candidate
MBA Consultant, Georgetown McDonough School of Business Global Residency Program
MBA Consulting Intern
Pre-MBA Consulting Intern
Research & Development Volunteer
Custody (Operations) Analyst II
Custody (Operations) Analyst I
Portfolio Administrator
Investment Intern
Georgetown University - The McDonough School of Business
Providence College
Recommendations: 9
Leadership
Data Analysis
Strategic Planning
Process Improvement
Fundraising
Corporate Actions
Microsoft Office
Nonprofits
c****[email protected]
Kimberly Kuhn
Portfolio Administrator
Greater Boston Area
Portfolio Administrator
Estate and Trust Administration Paralegal
Paralegal
Paralegal / Conveyance Administrator
Paralegal
University of New Hampshire
Recommendations: 3
Leases
Legal Research
Real Estate
Foreclosures
HUD
Notary Public
Balance Accounts
Refinance
k*****@barronstad.com
k*****@craigmacauley.com
Andres Preciado, MBA
Client Trade Support Representative, US & Latin America
Greater Boston Area
Client Trade Support Representative, US & Latin America
General Manager
Assistant Account Manager
Portfolio Administrator
Northeastern University - Graduate School of Business Administration
University of Massachusetts Boston
Recommendations: 3
Online Marketing
Social Media Marketing
Brand Development
Online Branding
New Business Development
Small Business Development
Accounting
Financial Analysis
p****[email protected]
a****[email protected]
Leanne Scarola
Senior Technical Recruiter/Team Lead
Greater Boston Area
Senior Technical Recruiter/Team Lead
Portfolio Administrator
Westfield State University
Recommendations: 2
Human Resources
Recruiting
Outlook
Applicant Tracking...
l****[email protected]
Mike Keohan
Regional Sales Director
Greater Boston Area
Regional Sales Director
Company Name
Fidelis Cybersecurity Solutions
Account Executive
CDO Portfolio Administrator
Hedge Fund Accountant
Bates College
Recommendations: 2
Consulting
Direct Sales
Strategic Partnerships
Financial Services
Enterprise Software
Sales
Sales Process
Sales Management
Christine Duddy
Sr. Recruiter
Greater Boston Area
Sr. Recruiter
Recruiter
Associate Recruiter
Human Resources Assistant
Hiring Logistics Specialist
Sales Assistant
Senior Portfolio Administrator
Portfolio Administrator
Westfield State University
Recommendations: 2
Recruiting
Applicant Tracking...
Onboarding
Human Resources
Employee Relations
PeopleSoft
Interviews
Training
d****[email protected]
David Kelly, MST
Corporate Tax
Greater Boston Area
Corporate Tax
Tax Services
Senior Associate - Tax Services
Advisor to the Bentley University VITA Clinic
Accountant
VITA Clinic Coordinator
Student (Accounting Major, Law Minor)
Accountant
Portfolio Administrator
Contract Employee
Architectural Designer
Bentley College - Elkin B. McCallum Graduate School of Business
Bentley University
Boston Architectural College
Recommendations: 2
Tax
Income Tax
Corporate Tax
Not for Profit
Accounting
Financial Accounting
Bookkeeping
Auditing
d*****@aol.com
Charles Gantt, CFA
Senior Vice President
Greater Boston Area
Senior Vice President
Sr. Financial Analyst
Consultant, Asset Management - US
Assistant Vice President
Director of Research
Senior Portfolio Administrator
Harvard University
Baylor University
Recommendations: 1
t****[email protected]
Katrina Chaves
Junior Portfolio Manager
Greater Boston Area
Junior Portfolio Manager
Portfolio Administrator
Investment Specialist
Economics Research Assistant
Wealth Management Intern
Marketing Intern
Stonehill College
Recommendations: 1
k****[email protected]
Daniel Farren
Fund Accountant / Custody Accountant
Greater Boston Area
Fund Accountant / Custody Accountant
International Portfolio Administrator
Talent Acquisition
Deckhand
Senior Talent Acquisition Specialist
Technical Recruiter
Technical Recruiter
Corporate Recruiter
International Trade Settlements Administrator
University of Massachusetts, Amherst
Recommendations: 1
Relationship Management
Client Service
Customer Service
Human Resources
Recruiting
Sourcing
Applicant Tracking Systems
Talent Acquisition
d****[email protected]
Tea Vilic
Associate Wealth Manager
Greater Boston Area
Associate Wealth Manager
Senior Portfolio Administrator
Investment Specialist
Legal Assistant
Boston University - Metropolitan College
Boston University
Recommendations: 1
Portfolio Management
Analysis
Research
Investments
PowerPoint
Microsoft Word
Microsoft Excel
Outlook
t****[email protected]
Grant Wilson
Senior Associate- Portfolio Analyst
Greater Boston Area
Senior Associate- Portfolio Analyst
Senior Portfolio Administrator II- Team lead
Portfolio Administrator
Financial Analyst
Consultant/ Data Analyst
University of New Hampshire -- Peter T. Paul College of Business and Economics
Austin Preparatory Highschool
Recommendations: 1
Financial Analysis
Financial Modeling
Microsoft Excel
Valuation
Investments
Credit Analysis
Banking
Credit
g****[email protected]
Julie Kelly Dyer
Vice President, Relationship Manager
Greater Boston Area
Vice President, Relationship Manager
VP, Relationship Manager
Director, Relationship Management
Manager, New Business Development
Senior Product Consultant, New Business Development
Portfolio Administrator, Investment Council
Villanova University
Recommendations: 1
Financial Services
Investments
Mutual Funds
New Business Development
Portfolio Management
Relationship Management
Securities
Series 7
j****[email protected]
Carmen Posteraro
Vice President - Relationship Manager - Asset Based Lending
Greater Boston Area
Vice President - Relationship Manager - Asset Based Lending
Portfolio Administrator
Senior Associate
Merrimack College
Bentley University
Recommendations: 1
Loans
Portfolio Management
Financial Analysis
Credit Analysis
Asset Based Lending
Commercial Lending
Finance
Credit
c****[email protected]
Brian M. Fitzgibbons
Operations Manager
Greater Boston Area
Operations Manager
Defensive Coordinator, Mens' Lacrosse
Head Coach, Club Lacrosse
Coach, Boys' Varsity Lacrosse
Logistics Officer, USMCR
Recruiting Associate
Sales Consultant
Portfolio Administrator
Head Coach, Boys' Lacrosse
Portfolio Administrator
Bowdoin College
Middlebury College
Nevsky Institute of Language and Culture
The Basic School: MCB Quantico
BC High
Recommendations: 1
Leadership
Management
Public Speaking
Microsoft Excel
Strategic Planning
Customer Service
Financial Analysis
Microsoft Office
b****[email protected]
Jen McNamara
Associate Director, Chapters
Greater Boston Area
Associate Director, Chapters
Senior Portfolio Administrator
Boston College
Recommendations: 0
Microsoft Excel
Marketing
Strategic Planning
Alumni Relations
Financial Modeling
Microsoft Office
Microsoft Word
Student Development
b****[email protected]
Meredith Stoddard
VP, Branch Learning Lead
Greater Boston Area
VP, Branch Learning Lead
VP, Sales Enablement - Customer Strategy & Integrated Marketing
VP, Branch Office Manager
Assistant Branch Manager
Regional Consultant
Retirement Investment Services Manager
Portfolio Administrator
Sales Assistant
Temporary Associate at Investment Advisory Firm
Technical Staffing Recruiter
Marketing Manager
Snowboard Instructor, Vacation Sales Manager
Associate in Fidelity Corporate Real Estate
Real Estate Agent
University of Vermont
Boston University
Hofstra University
Algonquin Regional HS
Recommendations: 0
Personnel Management
Project Management
Internal Communications
Sales
Marketing
Real Estate
Hiring Personnel
Onboarding
m****[email protected]
Asher Watson
Senior Investment Analyst
Greater Boston Area
Senior Investment Analyst
Investment Analyst
Performance Analyst
Portfolio Administrator
Analyst, Student Managed Portfolio
Intern, AJ Wright Financial Control
Intern, Marketing and Sales
Quinnipiac University - School of Business
Recommendations: 0
a****[email protected]
Matt Whoriskey
Research Associate
Greater Boston Area
Research Associate
Trading Associate
Associate
Portfolio Administrator
Neurobiology Research Associate
Saint Michael's College
BC High / Duxbury High School
Recommendations: 0
Valuation
Mutual Funds
Equities
Portfolio Management
Bloomberg
ECN
Hedge Funds
Fixed Income
m****[email protected]
Jennifer McNealy
Project Manager, AVP; Market Data Services
Greater Boston Area
Project Manager, AVP; Market Data Services
Implementation Manager - AVP
Business Analyst, Officer
Custody Specialist
Manager/Supervisor
Client Representative / Floater
Portfolio Administrator
New England College
Recommendations: 0
Mutual Funds
Financial Risk
Budget
Bloomberg
Fund Accounting
Fixed Income
Securities
Equities
j****[email protected]
j****[email protected]
Adam Cohan
Coach
Greater Boston Area
Coach
Investment Banking Co-op
Sales Associate
Analyst Intern
Volunteer
Portfolio Administrator (Institutional Investor Services)
Sales Operations
Intern
Intern
Northeastern University
ESIC: Business & Marketing School
Pomfret School
Recommendations: 0
Microsoft Excel
Financial Analysis
Debt & Equity Financing
Financial Modeling
Market Research
Critical Thinking
Investments
PowerPoint
a****[email protected]
Colleen Connolly
Senior Communications Manager
Greater Boston Area
Senior Communications Manager
Account Manager
Portfolio Administrator
Regis College
University of Massachusetts Amherst
Recommendations: 0
Media Relations
Strategic Communications
Public Relations
Crisis Communications
Press Releases
Social Media
Marketing Communications
Internal Communications
c****[email protected]
Brian Halamar
Investment Managment Specialist
Greater Boston Area
Investment Managment Specialist
Analyst
Portfolio Administrator
Villanova University
Suffolk University
Recommendations: 0
Securities
Equities
Finance
Bloomberg
Microsoft Excel
Economics
Derivatives
Investments
b****[email protected]
Kathy Sheehan Spillane
Director of Talent Acquisition
Greater Boston Area
Director of Talent Acquisition
Employment Brand Strategy
Co-Founder/Partner, Recruiter
Director
Senior Product Specialist
Senior Investment Associate
Portfolio Administrator
Villanova University
Recommendations: 0
Full-cycle Recruiting
Employer Branding
Supplier Negotiations
Talent
Talent Management
Talent Acquisition
Talent Selection
Brand Communication
K****[email protected]
Lindsey Stroker
Senior/Private Client Associate
Greater Boston Area
Senior/Private Client Associate
Sr. Portfolio Administrator
Registered Institutional Sales Assistant
Custody Mutual Fund Accounting Manager
Senior/Custody Mutual Fund Accountant
Bentley College
RMIT University
Recommendations: 0
Investments
Mutual Funds
Financial Analysis
Banking
Equities
Finance
Asset Management
Fixed Income
l****[email protected]
Alex CFA
Senior Trading/Investment Operations Analyst
Greater Boston Area
Senior Trading/Investment Operations Analyst
Associate, Investment Operations
Financial Reporting Analyst
Fund Administrator
Portfolio Administrator
Fund Accountant
Boston University
Bates College
Westwood High School
Recommendations: 0
Bloomberg Terminal
Microsoft Office
Stata
Visual Basic
Bloomberg
Valuation
Accounting
Alternative Investments
a****[email protected]
Steven D. Martin, MBA
Senior Program Manager, Rotational Leadership Development Program
Greater Boston Area
Senior Program Manager, Rotational Leadership Development Program
Senior Intelligence Officer, Captain | 1-158th Cavalry |
Command Security Manager/Intelligence Officer, Captain | 2nd Brigade Combat Team |
Executive Officer, 1st Lieutenant | Intelligence & Sustainment Company, 25th ID |
Intelligence Officer, 2nd Lieutenant | 304th Intelligence Battalion |
Portfolio Administrator | Portfolio Management Team |
The George Washington University - School of Business
United States Army Intelligence Center
United States Army Maneuver Center
West Chester University of Pennsylvania
Recommendations: 0
Military Experience
Operations Management
Command
Strategic Planning
Military
Security Clearance
Public Speaking
Weapons
m****[email protected]
Abdellah Ait Sidi Ahmed
Client Operations Officer
Greater Boston Area
Client Operations Officer
Client Operations Manager
Senior Portfolio Administrator
Portfolio Administrator
Account Controller, SSgA Domestic Fixed Income
Aviations services Agent
New England College of Business and Finance
Northeastern University
Cambridge College
Ecole Supérieure de Communication et de Gestion (ESCG) Brussels, Belgium
Recommendations: 0
Fixed Income
Equities
Bloomberg
Microsoft Office
Financial Reporting
Accounting
Mutual Funds
Problem Solving
a****[email protected]
Mark Peach
General Manager Asphalt Division
Greater Boston Area
General Manager Asphalt Division
Senior Account Manager
Contracting Sales Manager AIUS – Northeast Region
District Sales Manager
Bituminous Estimator and Sales Representative
Liquid Asphalt Coordinator
Senior Portfolio Administrator
Curry College
Recommendations: 0
Construction
Contract Management
Process Scheduler
Construction Management
Contract Negotiation
Budgets
Subcontracting
Negotiation
m****[email protected]
Jerry Nelson
Business Development Representative
Greater Boston Area
Business Development Representative
Inside Sales Representative (Internship Program)
Account Executive
Inside Sales Representative
Strategic Account Representative
Member
Inside Sales Representative
CDO Portfolio Administrator
Merrimack College
Bridgton Academy
Recommendations: 0
Microsoft Office
Sales
Bloomberg Certified in Equity Essentials, FX Essentials, Commodity Essentials
Leadership
Management
Training
CRM
Customer Service
j****[email protected]
Craig Anzlovar, CFA
Fixed Income Client Portfolio Manager
Greater Boston Area
Fixed Income Client Portfolio Manager
Fixed Income Institutional Portfolio Manager
Vice President, Fixed Income Investment Director
Fixed Income Investment Consultant
Lead Trust Accountant
Portfolio Administrator
Babson College
Fairfield University
Recommendations: 0
Investments
Fixed Income
Client Relations Skills
Product Management
Portfolio Management
Mutual Funds
Series 7
Series 63
c****[email protected]
Art Blackburn%2C IMBA
Customer Service and Sales Specialist II
Greater Boston Area
Customer Service and Sales Specialist II
Retail Representative II
Portfolio Accountant
Teacher
Portfolio Administrator
University of South Carolina - Darla Moore School of Business
Tufts University
Albert-Ludwigs-Universität Freiburg im Breisgau
Recommendations: 0
Credit
Mutual Funds
Loans
Administration
Banking
Strategic Financial...
Investments
Management
a****[email protected]
Elizabeth (Liza) Updike
IRS Certified Volunteer Tax Preparer
Greater Boston Area
IRS Certified Volunteer Tax Preparer
Director of Religious Education
Director of Religious Education
Portfolio Administrator
Sales Assistant
Boston University
Clark University
Scarsdale High School
Recommendations: 0
Finance
Portfolio Management
Accounting
Research
Mutual Funds
Securities
Tax
Management
l****[email protected]
Kelly Corwin
Senior Managing Director, Head of North American Client Administration
Greater Boston Area
Senior Managing Director, Head of North American Client Administration
Director of Global Client Services
Senior Vice President
Investment Operations
Portfolio Administrator
Villanova University
Recommendations: 0
Financial Services
Investment Management
Relationship Management
Risk Management
Financial Analysis
Investment Strategies
Trading
Financial Risk
k****[email protected]
Devon Bruce
Senior Client Advisor
Greater Boston Area
Senior Client Advisor
Senior Client Associate
Portfolio Administrator
Boston University
Union College
Recommendations: 0
d****[email protected]
Robert Case
Data & Performance Analyst/Operations Associate
Greater Boston Area
Data & Performance Analyst/Operations Associate
Artistic Director/Founder
Actor
Global Portfolio Administrator/Operations Associate
Fixed Income Portfolio Administrator
Associate Director of the Annual Fund
Director of Alumni Affairs and Parent Relations
The Boston Conservatory
Wingate University
Recommendations: 0
Fixed Income
Bloomberg
Microsoft Office
Morningstar
Editing
Microsoft Excel
Fundraising
Data Analysis
r*****@metrostagecompany.com
r****[email protected]
Joe Giantonio
Fraud, Waste and Abuse Program Auditor, MassHealth (MA Medicaid) Provider Compliance Unit
Greater Boston Area
Fraud, Waste and Abuse Program Auditor, MassHealth (MA Medicaid) Provider Compliance Unit
Senior Auditor, Medicaid Audit Unit
Project Analyst
Hedge Fund Accountant
Portfolio Administrator, Mutual Funds
Babson College
Providence College
Everett High School
Recommendations: 0
IBM Cognos Enterprise
Medicaid Management Information Systems (MMIS)
MassHealth (Massachusetts Medicaid)
Government Auditing
Electronic Health Records (EHR)
HIPAA Compliance
Microsoft Excel
Microsoft Word
j****[email protected]
Sean O'Neill
CDO Reporting Analyst
Greater Boston Area
CDO Reporting Analyst
Senior Portfolio Administrator
Financial Analyst
Boston College
Recommendations: 0
Stata
SAS
SPSS
Matlab
SQL
Microsoft Word
Microsoft Excel
VBA
s****[email protected]
Stacy Woods, CWE
Wine Columnist
Greater Boston Area
Wine Columnist
Wine Educator
Wine and Spirits Divisional Manager
Portfolio Administrator
Portfolio Administrator
Portfolio Administrator
Society of Wine Educators
Boston University
College of the Holy Cross
Boston Latin Academy
Recommendations: 0
s****[email protected]
Timothy Masullo
Trading Operations Analyst, F-Squared Capital
Greater Boston Area
Trading Operations Analyst, F-Squared Capital
Senior Client Service Associate
Senior Portfolio Administrator
Fund Accountant / Portfolio Administrator
University of New Hampshire - Whittemore School of Business and Economics
University of Massachusetts Boston
Recommendations: 0
Fund Accounting
Mutual Funds
Securities
Investments
Asset Management
Bloomberg
Alternative Investments
Financial Analysis
t****[email protected]
Andrew CFA
Portfolio Manager, First Vice President
Greater Boston Area
Portfolio Manager, First Vice President
Analyst, Vice President
Portfolio Administrator, Assistant Vice President
Income Controller II, Market Specialist
Babson College - Franklin W. Olin Graduate School of Business
Colby College
Recommendations: 0
Financial Analysis
a****[email protected]
a****[email protected]
Anastasia Kuryatenko
Tax Associate II
Greater Boston Area
Tax Associate II
FSO Tax Staff I
CDO Portfolio Administrator
Graduate Research Assistant
Jr.Tax Analyst
Global Procurement Finance Department Summer Intern
Volunteer Income Tax Preparer
Suffolk University
Suffolk University
Ellington High School
Recommendations: 0
Virtual Teams
Teamwork
Enjoy Working with People
Organization
Tax Preparation
Highly detail oriented
Microsoft Word
PowerPoint
a****[email protected]
Ken Crompton
Senior Underwriter / Portfolio Manager of Business Banking, Vice President
Greater Boston Area
Senior Underwriter / Portfolio Manager of Business Banking, Vice President
Business Banking Portfolio Manager, Vice President
Portfolio Manager
Portfolio Manager
Commercial Credit Analyst
Portfolio Administrator
Shareholder Services Representative
Suffolk University
Stonehill College
Silver Lake Regional High School
Recommendations: 0
Commercial Banking
Loans
Credit
Cash Flow
Debt
Portfolio Management
Commercial Lending
Analysis
k****[email protected]
Joseph Graham
Senior Financial Analyst, Corporate FP&A
Greater Boston Area
Senior Financial Analyst, Corporate FP&A
Financial Analyst - Officer
Performance Analyst - Senior Associate
Senior Custody Specialist - Associate II
Portfolio Administrator - Associate
Northeastern University - Graduate School of Business Administration
Stonehill College
Recommendations: 0
Oracle Applications
Oracle Financials
Oracle Discoverer
Oracle Reports
Oracle E-Business Suite
Khalix Longview
Essbase
Microsoft Office
j****[email protected]
Nicole Calabrese
Director
Greater Boston Area
Director
Senior Associate Relationship Manager
Associate Relationship Manager
Associate Investment Professional
Senior Client Service Specialist
Client Service Specialist
Portfolio Administrator
Account Administrator
Suffolk University - Sawyer School of Management
Salem State College
Recommendations: 0
Series 65
Superior Client Service
Marketing Communications
RFP Generation
Salesforce.com
Institutional Investments
Institutional Relations
Relationship Management
n****[email protected]
Marcus Rodrigues
Associate Wealth Manager
Greater Boston Area
Associate Wealth Manager
Portfolio Administrator
Portfolio & Client Assistant
Senior Customer Service Rep & Retirement Plans Specialist
Northeastern University
Fairfield University
Xaverian Brothers High School
Millis Public Schools
President Avenue School
Recommendations: 0
Wealth Management
Investments
Portfolio Management
Investment Strategies
Investment Management
Wealth Management Services
Estate Planning
Private Banking
m****[email protected]
Mike Frese
AVP - Middle Office Solutions
Greater Boston Area
AVP - Middle Office Solutions
Principal CDO Reporting Analyst
Lead CDO Reporting Analyst
Senior CDO Reporting Analyst
CDO Reporting Analyst
CDO Portfolio Administrator
Fund Accountant
Suffolk University - Sawyer School of Management
Recommendations: 0
Financial Reporting
Reconciliation
CDO
Loans
Microsoft Excel
Microsoft Word
PowerPoint
Access
m****[email protected]
Michael Sweezey
Director
Greater Boston Area
Director
Portfolio Administrator
Financial Accountant
Loan Processing
Boston University
Arizona State University - W. P. Carey School of Business
Recommendations: 0
Strategy
Real Estate
Negotiation
Commercial Real Estate
Finance
Investments
Analysis
Portfolio Management
m****[email protected]
Jacob Weinstein, CFA
Senior Analyst, Asset Allocation Research
Greater Boston Area
Senior Analyst, Asset Allocation Research
Investment Director
Trust Officer
Senior Portfolio Administrator
The University of Chicago - Booth School of Business
Tufts University
Recommendations: 0
Equities
Alternative Investments
Investments
Bonds
Portfolio Management
Fixed Income
Asset Managment
Financial Markets
j****[email protected]
Joanne Caffrey
Human Resources Generalist
Greater Boston Area
Human Resources Generalist
Senior Staffing Manager - Accounting and Finance Divison
Senior Portfolio Administrator
Portfolio Administrator/ Mutual Fund Accountant
Framingham State University
Westfield State College
Recommendations: 0
Bloomberg
Fund Accounting
Mutual Funds
Excel
Finance
Financial Analysis
Account Reconciliation
Accounting
j****[email protected]
Nadia Mausolf
Decorator/Home Stylist
Greater Boston Area
Decorator/Home Stylist
Interior Decorator
Home Decor Intern
Marketing Manager
Project & Design Coordinator
Senior Portfolio Administrator
Project Administrator
Analyst
Office Administrator
International Inspiration Design School
Boston Architectural College
Bentley University
Newton North High School
Recommendations: 0
Interior Design
Event Planning
Investments
Sales
Portfolio Management
Banking
PowerPoint
Microsoft Office
n****[email protected]
n*****@decoratingden.com
Alex Scheufler
Account Executive
Greater Boston Area
Account Executive
Business Development Manager
Regional Manager
Outside Sales Representative
Tour Consultant
Portfolio Administrator
Sales Consultant
Syracuse University
Syracuse University
Recommendations: 0
Sales
Tourism
Account Management
Sales Management
Sales Process
Travel Management
International Education
Marketing Strategy
a****[email protected]
Timothy Duffy
Vice President / Corporate Investment Bank
Greater Boston Area
Vice President / Corporate Investment Bank
Vice President / Operations Service Delivery
Operations and Client Service Manager / Vice President
Operations Manager / Assistant Vice President
Operations Manager / Assistant Vice President
Assistant Vice President
Portfolio Administrator / Client Representative / First Line Manager
University of Massachusetts Boston
Watertown (MA) High School
Recommendations: 0
Mutual Funds
Middle Office
Financial Services
Alternative Investments
Back Office
Operations Management
Team Building
Asset Management
t****[email protected]
Svetlana Kreydin
Alternative Investment Solution/US Tax Analyst on Hedge and Private Equity Funds
Greater Boston Area
Alternative Investment Solution/US Tax Analyst on Hedge and Private Equity Funds
Financial Reporting Analyst
Portfolio Administrator
Project Manager
Vologda Institute of Law and Economics
Recommendations: 0
Financial Statements
Analysis
Financial Services
PowerPoint
Microsoft Excel
Mutual Funds
Financial Analysis
Microsoft Word
a****[email protected]
Anthony Fleurival
Managing Director
Greater Boston Area
Managing Director
Financial Advisor
Project Manager
Client Service Representative
Portfolio Administrator
Wealth Management Services Operations
Client Service Representative
Boston College - Carroll School of Management
Governor Dummer Academy
The Fessenden School
Recommendations: 0
Public Speaking
Microsoft Office
Finance
Event Planning
Microsoft Excel
Research
Investments
Financial Analysis
a****[email protected]
Orlanda Gomes
Custody Specialist II
Greater Boston Area
Custody Specialist II
Fund Accountant
Cape Verdian Creole/ Spanish Linguistic for DEA
Portfolio Administrator III
Assistant to HR, CFO and C EO
Bridgewater State College
Recommendations: 0
Bloomberg
Fund Accounting
Mutual Funds
Securities
• Fluent in English, Portuguese, Cape Verdean Creole and understands Spanish
• Software Proficiencies: MS Word, Excel, PowerPoint,
Module, Access, Internet, E-mail, Guardian, ACT Celerant,
Preview for Windows, Paychex, Aviva, Cash Availability,
o****[email protected]
