After college, I worked for several large financial companies including First Chicago Bank and Northern Trust and found that the large size was not the right fit for me. The firm that I was working for prior to Driehaus went through a merger and phased out my role. My manager at the time told me about an open accounting position at Driehaus. After doing research about the firm and Richard Driehaus, I was impressed and applied. The same day as the interview, I received a call back for a second interview. Of course, after that interview I was offered the position. Looking forward to working for a small company, I happily accepted!
I was originally hired for an accounting role at Driehaus but during a re-organization of departments, a role in Operations opened and it seemed challenging in the right ways for me and I was ready to tackle something new. I moved into Operations after two years in accounting which ended up being a very smooth transition.
I currently oversee our international account opening process, which includes gathering the support to open the account as well as getting the account access to trade in various markets. I work with a number of custodians to ensure our client accounts are open to trade in different countries. Additionally, I oversee any marketing and trading restrictions either for trading and/or corporate actions. Data Management is also responsible for pricing of our securities. Due to the many components of my job it allows me to work with various groups within the firm.
I am the manager for Data Management which is one out of four segments of the operations structure: Complex Securities, Data Management, Middle Office and Trade Support. Operations is the back office of Driehaus and helps the firm run efficiently.
You must be detail-oriented as the slightest oversight can negatively impact the firm. Also, time management skills and allotting time for the unknown is essential. Making sound judgement calls and inquiring about things that don’t seem right is also important. I’ve always enjoyed working with numbers and paying attention to detail which has served me well in this role. I also find it’s helpful to create a checklist for everything.
Being able to adapt to change and having a keen eye for detail. When I began at Driehaus, the firm offered domestic and long international strategies. Nineteen years later, the firm has vastly diversified its product offerings requiring me to adapt and learn along the way.
The open-door policy with senior management is something that is unique within our firm. Our CEO, Steve Kneeley and the CFO Robert Kurinsky will periodically stop by to say hi. Also, the people that I work with feel like a second family. I’ve attended several weddings and baby showers for co-workers and having these friendships is incredibly fulfilling. The work-life balance is also great and as a single mother having flexibility is essential. The opportunities and overall support have kept me here for over nineteen years!
I have many great memories at Driehaus. Some of my favorites include:
I love spending time with my son, going on vacation, watching movies and going to dinner. My son enjoys fishing and I love to support him in that hobby. I’m also very passionate about decorating, interior design and enjoy hosting. I often volunteer to decorate my church for special events and help friends with their interior design projects.
I’ve been a member of Delta Sigma Theta Sorority, Inc. since 1993 and continue to be involved as a mentor and volunteer.
I’m also passionate about shoes, I have over 200 pairs!
I’ve been a member of my church, Zion Hill, for over 40 years and it has served as a strong foundation for my family. My mom was an instrumental member of the church and contributed in countless ways. If time and money were of no consequence, I would pay to have air conditioning installed at the church in my mom’s honor as part of her legacy and dedication to the community.
Data Management Manager
Began at Driehaus: 2000View Full Bio