E. H. is an experienced operations and administration professional. She has 20+ years of experience in financial services focused on mutual fund operations, compliance, and sales and marketing. She prides herself on relationship building and customer service. She is experienced at identifying core issues and developing and implementing procedures sensitive to costs, regulations, and deadlines. She has developed and implemented training of regulations, products and services with consideration to the line of business. She is proficient in Microsoft Office and has used Constant Contact. She has a BS from Wheelock College and a Master’s Degree from UMass Boston. She held FINRA Series 26, 6, and 63 Licenses.