Experience

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  State street

  Nov 2013 - Dec 2014

  Custody associate

  Work with clients on a custodian basis as well as compile reports on various aspects of the clients investments. Assist clients with any queries they have and ensure to maintain a positive client custodian relationship.

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  Fulaiying kindergarten hou jie dongguan

  Jan 2015 - Sept 2015

  Teacher of english

  I spent one school semester teaching children in kindergarten by giving them their first introduction to the english language. I had seven classes varying in age from 2-5 all with different abilities and levels of english. Every class had to be thoroughly planned and taught in such a way that the learning was fun and exciting and gave the students the tools they needed to be able to use their new language in the real world. Everyday had many different challenges and being able to think quickly on my feet and adapt to the children's environment is crucial when ensuring learning objectives were met. Show less

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  State street

  Nov 2015 - May 2016

  Associate fund accountant

  I worked on a shared services team which provided support for other teams within the fund accounting department. My main task on the team was to investigate, review and reconcile any discrepancies which appeared between the sun ledger and the general ledger. This work was completed once a month across approximately 2000 funds. This task required a strong working knowledge of ledger postings as well as being highly competent with numbers.

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  Veyo

  Mar 2018 - Sept 2018

  Quality assurance
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  Carne group

  Jan 2019 - Apr 2022

  Carne is the premier global provider of Fund Management Solutions to the asset management industry. Carne’s comprehensive solutions include European Management Companies, Fund platforms, Independent Fund Directorships and other Fiduciary services.

  • Onboarding Senior Associate

    May 2021 - Apr 2022

  • Onboarding Associate

    Aug 2020 - Apr 2021

  • Oversight associate

    Jan 2019 - Aug 2020
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  Brookfield asset management

  Apr 2022 - now

  The combined entity of Brookfield and Oaktree has resulted in one of the world’s largest alternative asset managers. At Brookfield Oaktree Wealth Solutions, we partner with financial advisors to bring institutional-caliber alternative solutions and insights to individual investors.

  • Vice President

    Jan 2024 - now

  • Assistant Vice President

    Apr 2022 - Mar 2024