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D.B. (Plymouth, MA)

  • Financial Services professional with 24 years of experience at State Street in roles spanning technical project management, business analysis, process improvement, risk management, business control/procedure implementation and client operations
  • Recognized for collaborative team leadership, mentoring and training, and strategic advising on complex business issues; has managed teams from 5-11 employees
  • Additional experience in mutual fund operations including custody, fund accounting, pricing, wire transfers and client services; audit experience spans preparation to completion including SOX reviews
  • Proficient in Microsoft Office applications, Visio and Bloomberg
  • BS in Accounting from the University of Massachusetts, Dartmouth

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