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J.M. (Cohasset, MA)

  • Financial operations professional with deep experience (15 years) in P&L management, financial planning and analysis, and team leadership at Aberdeen Standard Investments (formerly SLI)
  • Focused experience in team leadership, governance, compliance and product line management for 19-person business unit; additional experience with complex merger integration that spanned cost reduction and improvement of research quality and team cohesion
  • Additional experience in portfolio strategy and implementation for US equity funds and research coverage of financial services and aerospace/defense industries
  • Proficient in Microsoft Office Suite (expert Excel), Bloomberg, Factset, and Monday.com
  • MS in Finance from the University of Colorado, Denver and BS in Finance and Real Estate from Colorado State University; High Potentials Leadership Program completion at Harvard Business School and Chartered Financial Analyst (CFA)

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