Senior Financial Professional and SME in Fund Accounting, Operations and Wealth Management. An accomplished Senior Manager to the Hedge Fund, Fund of Funds, Private Equity Funds. As a financial professional and operations professional with over 30 years of experience in providing and delivering solutions to Mutual Funds, Hedge Funds, Private Equity Funds and Fund of Funds. A talented Wealth Manager with exceptional understanding of financial planning and demonstrated track record developing profitable relationships with high-net worth individuals. Deep subject matter expertise in portfolio accounting, large-scale reconciliations, investment and performance reporting, system workflows, key controls, fund administration and regulatory compliance. Detailed knowledge of product accounting and operations for par/near par and distressed bank debt, revolvers, equity (stock split, spinoff, acquisitions), options, futures, corporate bonds, CDO, CLO, MBS, Repos, ABS, CDS, TRS on loans, swaptions. Strong track record of building, leading and motivating teams.
Listed skills include Finance, Hedge Funds, Private Equity, Mergers And Acquisitions, and 29 others.