• Head of SEC Reporting

    Coinbase (Montpelier, VT)
    …Audit Committee decks and present at the Disclosure Committee meeting. * Lead the Maintain SEC reporting calendar and project manage the SEC reporting ... initiatives. * Responsible for the coaching, mentoring and management of the SEC reporting team, including across multiple time zones in a mostly asynchronous… more
    Coinbase (11/07/25)
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  • Associate Institutional Relationship Manager

    TD Bank (Burlington, VT)
    …Client, Clearwater analytics contact, and operations to set up the data feed and reporting for the client that needs Clearwater bond amortization reporting + ... that delivers a concise message + Works with the Head of Credit Product Pricing & Profitability to help...Firm policies related to all business activities (ie OCC, SEC , FINRA, etc) + Contributes individually and as a… more
    TD Bank (12/20/25)
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