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L.O. (Lexington, MA)

  • Accounting and operational finance professional with 10 years of experience in the financial services industry including roles with UBS, the Susquehanna Investment Group, and Arch Mineral Corporation
  • Managed operations for a ten-person branch of a national brokerage firm providing sales support, staff training and management, and compliance oversight
  • Early experience in equity derivative trading for a privately-owned financial firm,  assessing option values, analyzing trades and current market conditions for arbitrage opportunities, and maintaining long-term positions
  • Additional expertise in accounting, bookkeeping, and business analysis
  • Proficient in MS Office Suite, iWork Suite, and QuickBooks
  • MBA in Finance from Washington University and BA in Business from Virginia Polytechnic Institute

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