Ann M. personal email
- Valid
I'm an ace Accounts Payable professional in financial services (asset management-alternatives), who also is accomplished in Operations support. My discipline, attention-to-detail, consistency, accuracy, and continual processes-improvement means:-- up-to-date invoice filing and recording-- thorough invoice review and approval-- on-time payments-- detailed, accurate records, e.g., payment methods, Chart of Accounts assignments, charge-backs-- Excel vs QuickBooks vs Bank invoice recons (monthly)-- credit card recons (monthly)At Discerene Group, I supported operations (daily reporting, trade allocations, settlements), monitored proxy voting, submitted country trading documentation; and managed the office.At Emcor Securities (fund of funds, consulting), I reviewed infrastructure and streamlined (e.g., migrating disparate documents to shared platforms, such as Excel). I proactively assisted the executive team (multiple locations), insuring continuity. I updated fund of funds: reconciliations, NAVs, reports, fees/billing. As a skillful writer-editor-proofreader, I supported consulting and marketing document production and distribution. I liaised with clients, administrators, auditors, custodians, and vendors, proving myself an effective, collaborative issues-solver; and a proficient office manager. At Kern Capital Management (startup; SMAs, alternatives), I established “operations”: reconciliations, transactions interfaces, settlements, client billing, compliance support, and client reporting. Effective leadership and collaboration resulted in solid operational risk management (e.g., daily reconciliations of multiple systems). What I deliver is administration and operations excellence. Understanding asset management is critical, yet equally key is discipline, an open mind, and adapting. I like to learn and to share, which encourages questioning, collaboration, and improvement.
Self-Employed
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ConsultantSelf-Employed 2011 - PresentCt-Nyc
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Operations Associate/Office ManagerDiscerene Group Lp 2013 - 2015United States -
Administration/Operations LeadVoluntary Services For The Blind Of Fairfield County 2012 - 2013Greenwich, Ct
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Vice PresidentEmcor Securities Inc 2008 - 2010New York City -
Portfolio Operations ManagerKern Capital Management Llc 1997 - 2008New York City
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VariousSungard Consulting Services (Computer Concepts Europe; Shaw Data) 1986 - 1995Paris, London, Ny
Ann M. Skills
Ann M. Education Details
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Weatherwax High SchoolHs Diploma
Frequently Asked Questions about Ann M.
What company does Ann M. work for?
Ann M. works for Self-Employed
What is Ann M.'s role at the current company?
Ann M.'s current role is Independent Consultant: Accounts Payable-QuickBooks Expertise, Editing, Organizing.
What is Ann M.'s email address?
Ann M.'s email address is ma****@****ail.com
What schools did Ann M. attend?
Ann M. attended University Of Washington, Weatherwax High School.
What skills is Ann M. known for?
Ann M. has skills like Leadership, Powerpoint, Consulting, Banking, Proofreading, Fixed Income, Portfolio Management, Office Management, Client Services, Business Analysis, Investments, Investor Relations.
Not the Ann M. you were looking for?
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3yahoo.com, msn.com, mtb.com
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Ann Dean
Senior Director Of Special Events & Development Operations At The Joe Torre Safe At Home FoundationNew York, Ny3msn.com, joetorre.org, joetorre.org2 +121268XXXXX
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3iwon.com, aol.com, aol.com
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Ann Gallucci
Operations Manager At The Michaels Companies, Inc.Rochester, New York Metropolitan Area1michaels.com
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