*Manage the preparation and filing of Trust Registration Statements, Supplement filings and XBRL filings with the Securities and Exchange Commission via the EDGAR system*Communicate with internal and external vendors of necessary changes to systems based on SEC filings*Liaison between a lending agent and 3 Funds to provide a monthly report for the renewal of a borrowing arrangement, additional assist with the annual renewal of the arrangement*Effectively input and update components to the prospectus, Statement of Additional Information, and summary prospectuses using the online data management system DocuBuilder*Research and provide materials necessary for internal and external exams*Review Board materials and make necessary changes to disclosure documents*Coordinate the approval and payment of various billing requests*File Fidelity Bonds for the mutual funds and alternative strategies funds*Coordinate the preparation, execution and maintenance of agreements and documents necessary for operation and compliance of various Cayman entities.*Complete necessary National Futures Association filings and processes to ensure compliance for all domestic and international funds *Chair and Founder of the Boston PRIDE Team Member Network

Promote the theatre to young patrons and donors. Encourage the young patrons to get involved in the arts.

Spport equality and inclusive of LGBTQ+ team members at Wells Fargo through education, engagement, and advocay.

Responsible for opening and closing the store; balancing registers and safe, and completing daily reports for corporate officeEnsure animals have received proper care and attentionAnswer customer questions and concerns regarding their pets’ behavior, providing solutions when necessaryCoordinate, sell, and execute private and group dog classes

Member of the BSU Alumni Board. Past President 2016 -2018. Past Exective Leader for BSU Foundation. Past member of the BSU Trustees University Advancement Committee. Serve on the Budget Committee, Long Range Planning Committee and By-Laws Committee. Founding member of the BSU LGBT Alumni Council. Former member of the BSU Recent Grad Alumni Board.

Communicate with independent Auditors and Fund Administration to ensure that all necessary consents are received relating to N-SAR and 485B filingsLiaison between a lending agent and the Fund to provide monthly report for the renewal of a borrowing arrangementAssist in the preparation, filing and distribution of Trust Registration Statements with the Security and Exchange Commission via the EDGAR systemCoordinate with outside vendors to ensure that prospectuses, statements of additional information and supplements are posted accurately and timelyObtain and organize material relating to closing binders for approved fund mergersEffectively input and update components to the prospectus and Statement of Additional Information using the online data management system DocuBuilderCoordinate teleconferences and meetingsMaintain appointment calendars and process expenses for four Mutual Fund AttorneysArrange business travel for attorneys and paralegals through the MyConcur online systemSupport a team of four attorneys and six paralegals between two officesCreate, edit and proofread documents and correspondencesCopy, fax and mail various legal documents; including overnight and courier servicesCreate, organize and maintain potentially highly confidential files, archiving files as necessaryProduce and update various databases containing pertinent fund informationMaintain reference library, contracts and agreements, fund literature binders and working files for attorneys and paralegals

Assisted with various marketing fulfillment duties and systems including direct mail packages, letters, catalogs, and other sales literatureProduced literature, brochures, and regularly scheduled reports from the marketing databaseAnswered telephones, type letters and outgoing correspondenceMaintained supplies, and inventory of promotional materials as well as forms and brochuresScheduled appointmentsAssisted in implementing public relations programMaintained a database of the Bank’s community involvement