Agent licensed to sell insurance through New York Life Insurance Company.

Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.

• Efficiently and effectively managed the daily, monthly, and quarterly fund accounting processes for two Alternative Investment clients. One encompassing two private equity funds investing in global real assets with $300 million in assets, the other a fund of funds and equity-only hedge fund with over $200 million in combined assets.• Directed and ensured the timely and accurate processing of each fund including investor capital calls and distributions, wire and FX currency processing.• Monitored and mitigated risk items, communicating to upper management all potential financial exposure to the bank or the client.• Functioned as key point of contact and coordinated yearly fund audits, tax work, and quarterly financial statement preparation.• Supervised, reviewed, and developed a staff of two fund accountants.