Tracy Mcdermott Email & Phone Number

• Provides financial analysis for department planning and growth, including budget and staffing projections• Creates, monitors and tracks multiple project budgets, including reviewing and approving expenses incurred throughout the fiscal year• Hires, supervises and trains all administrative staff for the department• Serves as the liaison with the Accounting Office, Budget Office, IT Department and Human Resources Department• Monitors compliance with terms of contractual agreements

• organized and maintained discretionary management accounts, client records, bookkeeping system and SEC reporting procedures• implemented portfolio strategies to meet client objectives• prepared monthly and quarterly Financial and Operational Combined Uniform Single (FOCUS) reports• analyzed companies for possible investment potential• developed first in-house training manual and directed personnel training• redesigned multiple operations systems

• obtained information on current markets and trading• processed large institutional orders from trading personnel• supervised and trained personnel in wire clerk operations

• instructed Greater Boston area students in Algebra and Geometry• organized and directed peer tutoring groups

• instructed Eskimo and Native American students in Algebra I, Geometry, Algebra II, Trigonometry and College Prep Math• increased students' competency, resulting in higher standardized test scores within one year• created and implemented a special math course for students with limited math exposure• supervised and evaluated other members of the department

Mba, Business Administration And Management, General

Ba, Biology