Maria Gil Email & Phone Number

Boston, Massachusetts, Us

New York, Ny, Us

Boston, Ma, Us

- Responsible for completing all assigned tasks related to creating, monitoring and maintaining the integrity of critical investment systems data used by investment management, marketing, and sales teams- Assist with data validation projects as assigned, including but not limited to accounts, entities, and securities- Review Equities, Fixed Income, Options/Futures, and other forms of Derivatives- Work with investment and sales personnel to define and create reports that improve access to information related to investment and market data- Utilize systems such as SQL, Bloomberg, Aladdin, Eagle PACE, and Market EDM to complete ad hoc requests and maintain data integrity

Boston, Massachusetts, Us

• Identify any risk issues and suspicious transactions and when necessary perform custom work for funds• Interact with internal and external clients for verification of transfers and provide support as needed• Share responsibility with lead or manager for resolving any issues related to processing activities and execute against predetermined deadlines• Incorporate business unit procedures to establish job functions across the department• Oversee accuracy and train employees on new or current core operations

• Work closely with clients and be their Spanish translator for the tax workshops• Ensure all activities run smoothly and help with any administrative work• Assist with any other tax related questions or concerns

• Prepare and edit course materials to ensure that they are accessible to student(s) who use alt-text software to read course materials• Maintain close contact with faculty and student(S) to determine all classwork to be formatted and follow appropriate timeline• Research, order and track course materials that require conversion to accessible formats such as books and graphics

•Facilitate pilot group coaching program to encourage better financial behaviors•Responsible for meeting with three clients in a group setting throughout a four-month program•Meet with professor and colleagues and discuss group coaching strategies and challenges as part of data for a research study performed by several of Merrimack's business and psychology professors

•Led a group of three individuals responsible for all marketing outreach for the program across campus•Met with four clients through workshops and personal time to discuss and achieve their financial goals•Attended tax workshops in Lawrence to help those in need

Master'S Degree, Business Analytics

Bachelor'S Degree, International Business