Experience

• 

  State street corporation

  Jul 2006 - May 2007

  Physical securities processor

  Coordinated with fund groups and transfer agents to obtain the necessary documents for re-registration, stock splits and transfer into book (electronic) form. Instructed the Depository Trust Company to send physical securities and the necessary documents to the appropriate transfer agent.

• 

  Law offices of peter a. zahka, ii, p.c.

  May 2008 - Apr 2011

  Law clerk

  Draft zoning appeals and decisions to the zoning board of appeals. Research and draft memoranda regarding zoning, probate, real estate, corporate, and landlord-tenant matters. Prepare estate filings for submission to the Probate Court. Draft deeds, perform title searches and record various documents at the Registry of Deeds.

• 

  Suffolk law school investor advocacy clinic

  Jan 2010 - May 2010

  Student attorney

  Represented small investors in disputes against securities professionals. Interviewed clients, conducted investigations, carried out trading and suitability analyses, legal research, negotiated settlements and drafted pleadings.

• 

  State street

  May 2011 - Jun 2012

  Project attorney
• 

  Putnam investments

  Jun 2012 - Jan 2015

  Manager, legal products
• 

  Great hill partners

  Jan 2015 - Nov 2015

  Compliance manager
• 

  Mfa asset management, llc

  Dec 2015 - Aug 2017

  Director | retirement plan advisor | institutional consulting
• 

  Granite financial partners

  Aug 2017 - Jun 2020

  Senior advisor & cco
• 

  Fidelity investments

  Jun 2020 - now

  • Vice President, Financial Consultant

    Jan 2024 - now

  • Financial Consultant

    Jun 2021 - Jan 2024

  • Financial Consultant I

    Jun 2020 - Jun 2021