
Financial Services Professional
• Sectors of experience includes Hedge funds, Administrators and Public Accounting firms (with Tax specialization) • Product exposure includes ABS, MBS, Equities, Options, Futures, Repos and various Derivatives • Proficient in Word Perfect, MS PowerPoint, Word, Bloomberg, Geneva, Kondor, Paladyne (BIMS) and QuickBooks • Proficient with Excel Spreadsheets, Pivot tables, V & H Lookups, Macros and other tools for data manipulation • Dean’s list candidate ’96-99, recipient of Student Incentive Award and member of the Honor’s Society Specialties: Financial Services and Tax compliance
sscglobeop.com
gen2fund.com
mackregroup.com
Norwalk, Connecticut, United States
Associate Director
Gen II Fund Services
• www.linkedin.com/company/gen-ii-fund-services
Nov 2021 - Present
Senior Accountant
Old Hill Partners
• www.linkedin.com/company/oldhillpartners
Jan 2018 - Present
Assistant Controller
Mack Real Estate Credit Strategies LP
• www.linkedin.com/company/mack-real-estate-group
May 2010 - Dec 2018
Assistant Vice President
JPMorgan Hedge Fund Services
Sep 2009 - May 2010
Manager - Fund Accounting
GlobeOp Financial Services
• www.linkedin.com/company/ss&c-globeop
Feb 2004 - Dec 2008
Staff Accountant
BREAKWATER GROUP, LLC
Nov 2002 - Feb 2004
Staff Accountant
ORAM, YELON & BERNSTEIN, P.C
Sep 2001 - Apr 2002
Junior Accountant
A UZZO & CO., CPAS P.C
Sep 1999 - Sep 2001