I am the Controller at ARS Investment Partners, where my primary responsibilities are to ensure data accuracy and compliance within our portfolio management system, especially with our performance verification. I make sure that our portfolio managers and traders have access to any information they require and assist with financial and performance reporting. Additionally, I oversee the maintenance of our computer systems and act as a first responder for any issues related to these systems.
One of my specialties is finding ways to explain how different areas of our system work so that employees can maximize the data and systems they use. With technology constantly advancing, many employees struggle to understand how various systems operate and how to extract the information they need. I take pride in explaining why systems work the way they do and what they can achieve, enabling my colleagues to use these tools more efficiently.
I have been working in the financial services industry for over 24 years. Before beginning my career, I earned a bachelor's degree in accounting from the University of Notre Dame. What excites me most about my business is that it is constantly evolving. With each change, I must re-examine my processes and find the best ways to become more efficient.
I particularly enjoy troubleshooting workflows and data problems. I like breaking everything down into its parts and then putting them back together in more efficient and accurate ways to solve problems and prevent them from recurring.
Born and raised in Clifton, New Jersey, I currently live in Bloomfield, New Jersey, with my two daughters. In my free time, I enjoy spending time with them and allowing them to have new experiences.