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J.R. (Sudbury, MA)

  • Financial services professional with 25+ years of executive experience managing teams in global operations for fund accounting, custody, and middle office
  • Skilled in trial balances, debits and credits, balance sheets, and accounting taxes, compliance, and audits
  • Held Vice President role from 2008-2017, managing large scale, global system upgrades for fund accounting, tax, and custody operations
  • Proficient in implementations of Eagle accounting software, Charles River compliance, GoldenSource Security Master file, Maxit, Broadridge, and QuickBooks
  • MS in Finance from Suffolk University; BS in Finance from Bentley University

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