Jan Petersen
Dublin
Summary
Experienced in fund servicing with a team-oriented nature and the ability to effectively manage asset positions, promote investor relations, and assess fund performance. Possesses a talent for listening, analyzing, and problem-solving with a people-first approach. Demonstrates effective and professional communication skills to successfully collaborate with international sub-custodians and achieve shared goals.
Overview
23
23
years of professional experience
Work History
Registered Behavior Technician
RCS - Natick
01.2020 - 09.2020
- Improved client behavior by implementing individualized ABA therapy plans and tracking progress.
- Promoted positive behavior change by utilizing reinforcement strategies, token economies, and behavior contracts.
- RBT-19-100817
Registered Behavior Technician
Proven Behavior Solutions
09.2019 - 01.2020
- RBT-19-100817
Behavior Technician
Proven Behavior Solutions
04.2019 - 09.2019
Portfolio Administrator
State Street Corporation
01.2006 - 01.2007
- Member of a team providing pricing and accounting services with emphasis on organization, accuracy and providing dependable customer service to external clients
- Set Sails Training Program: Top Performer Award
Portfolio Administrator
State Street Corporation
01.2000 - 01.2001
- Member of a team providing pricing and accounting services with emphasis on organization, accuracy and providing dependable customer service to external clients
Securities Lending Operations
01.1998 - 01.1999
- Trade settlement and exceptions research in preparing for Euro conversion
- Communicated daily with sub-custodians in Belgium, France, Spain, and Denmark
- Summer internship converted to full time position
Education
Master of Science Degree - Software Development
Boston University
01.2022
Bachelor of Science Degree - Psychology
Boston University
09.2005
Skills
- Reconciliation
- Trading operations
- Cross-functional collaboration
- Teamwork and collaboration
- Time management
- Attention to detail
- Reliability
- Effective communication
- Adaptability and flexibility
- Time management abilities
Languages
English
Native or Bilingual
French
Native or Bilingual
Timeline
Registered Behavior Technician
RCS - Natick
01.2020 - 09.2020
Registered Behavior Technician
Proven Behavior Solutions
09.2019 - 01.2020
Behavior Technician
Proven Behavior Solutions
04.2019 - 09.2019
Portfolio Administrator
State Street Corporation
01.2006 - 01.2007
Portfolio Administrator
State Street Corporation
01.2000 - 01.2001
Securities Lending Operations
01.1998 - 01.1999
Bachelor of Science Degree - Psychology
Boston University
Master of Science Degree - Software Development
Boston University