Paulo Almeida

Paulo Almeida is a seasoned finance professional with extensive experience in client relations, operations management, and intermediary oversight. Currently serving as a Fund Intermediary Specialist at Boston Trust Walden Company since December 2019, Paulo focuses on mutual fund oversight, including due diligence and trading reviews. Prior roles include Senior Client Services Consultant at Wells Fargo Funds, where responsibilities encompassed intermediary oversight and back office support, and Client Relations Senior Advisor at Boston Financial Data Services, managing client relationships and project management initiatives. Previous experience also includes an Office Controller position at Diaz Construction Co., Inc., overseeing administrative functions, and various roles at Boston Financial Data Services, particularly in operations and the National Securities Clearing Corporation.