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Work Background
Franklin TempletonSenior Manager, Portfolio Tax Automation
May. 2022Boston, Massachusetts, United StatesRejoined the Portfolio Tax team after 21 years with the objective to improve existing practices, reduce manual intervention and increase efficiency. • Managed a team of Alteryx developers to innovate solutions that automated complex tax processes, significantly reduced labor-intensive tasks, and improved accuracy. • Collaborated with technology teams to meet tax automation system and fund accounting data requirements, driving improvements in data integrity and speed. • Provided complex technical solutions to a variety of tax-related challenges in the Putnam 1940 Act funds. • Trained and mentored staff, ensuring a deep understanding of tax adjustments and the relevant Internal Revenue Code.
Global Financial Architecture & Digital Currency StrategyIndependent Consultant
Apr. 2019 - May. 2022Researched and developed original theses on blockchain, stablecoins, and the future of monetary sovereignty. • Studied stablecoin use in central bank liquidity tools and sovereign funds to understand global reserve dynamics.
• Evaluated blockchain's potential in decentralizing e-commerce and cross-border payments while ensuring transactional security.
Federal Reserve Bank of BostonFinancial Services Market Specialist
Jan. 2016 - Apr. 2019Boston, Massachusetts, United StatesA demonstrated record of success and achievement at this organization that works to promote sound growth and national financial stability, marked by a promotion to a position of increased influence, authority, and accountability. Maintained accountability for the development and supervision of a team of four analysts engaged in the development of customized reports of Large Banking Organizations (with over $50B in assets) that served as the foundation of CCAR assessments. These assessments focused on the areas of Pre-Provision Net Revenues (PPNR), Risk-Weighted Assets (RWA) and Operational Risk Expense. • Managed a team of Tableau developers to build a visual suite of tools for stress testing the largest banks in the United States, improving the accuracy and efficiency of CCAR assessments. Then, trained over 80 analysts in the use of Tableau, fostering a culture of continuous learning and technical skill development. • Tracked and examined the business line strategies of the Asset and Wealth Management business units of each LBO, presenting findings and recommendations to the senior Board of Governors supervisory committees.
Federal Reserve Bank of BostonSenior Quantitative Analyst
Jan. 2011 - Dec. 2015Boston, Massachusetts, United StatesContributed to the success of five CCAR cycles, issuing assessment reports and providing feedback to Bank Holding Companies. Leveraged a combination of quantitative analysis methods, coupled with information provided by BHC senior executives to gain insight into forecasting methodologies. • Collected findings and summarized for presentation to key stakeholders and senior managers in the Federal Reserve System. • Fostered strong relationships with multiple supervisory teams within each Bank Holding Company. • Acted as the senior analyst on a team working onsite at Prudential Financial, modeling financial results using statutory and GAAP insurance accounting. Regularly consulted with senior Prudential leaders to gather insights on business performance and the deregistration process.
SCS FinancialInvestment Operations Manager / Markets Strategy
Sep. 2009 - Dec. 2010Boston, Massachusetts, United StatesServed as an invaluable resource at this private wealth advisory firm, providing the necessary analysis to the team to build model portfolios and effectively manage risk. Scope of analysis included long/short positioning, strategy, sector assessments, and the geographic exposures of both active and prospective managers. • Maintained accountability of all quantitative data, as well as charts to be integrated into marketing collateral, client presentations, and proposals in response to RFPs. • Reviewed and approved administrator monthly financial statements for a fund of hedge funds.
Putnam InvestmentsEquity Research Analyst
Aug. 2005 - Aug. 2009Boston, Massachusetts, United StatesWorked on or covered most of the consumer discretionary stocks in the S&P 500 Index, by analyzing financial statements, forecasting free cash flows, conducting industry analysis and meeting company senior management, with the ultimate objective to make buy/sell recommendations on individual stocks based on valuation estimates. Led aggressive research efforts, leveraging relationships with key stakeholders that included CEOs, CFOs, and division heads of the companies under coverage.
Putnam InvestmentsQuantitative Communications Compliance Specialist
Aug. 2004 - Aug. 2005Boston, Massachusetts, United StatesEntrusted with the review of specialized marketing collateral, ensuring compliance with NASD regulations. Consulting with a communications group prior to the launch of a marketing campaign to define the appropriate parameters of all marketing messages. • Credited with building an automated compliance system that managed traffic from multiple divisions; the solution ensured the mandatory review and approval of all jobs and served as a database, storing all jobs and associated NASD comments.
Putnam InvestmentsPerformance & Analytics Manager
Oct. 2001 - Jul. 2004Managed the group that provided fund performance and analytics information for all of Putnam's retail funds to various client types (internal & external).
Putnam InvestmentsPortfolio Tax Analyst, Senior and Supervisor
Aug. 1997 - Sep. 2001The role was to determine if the mutual funds had to distribute their income or capital gains and, if so, to then determine the distribution rate. Also, worked with consulting firm to automate many of the department's functions.
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