Adam S.

Adam S. is a seasoned financial professional with extensive experience in client relationship management and technical account management. Currently serving as a Client Relationship Manager at Charles River Development since October 2017, Adam has previously held roles such as Vice President and Senior Product Support Specialist in investment trading. Prior experience includes an Analyst position focused on fixed income pricing at Wellington Management, where responsibilities involved managing daily tasks, utilizing valuation models, and providing market insights. Adam began their career at Merrill Lynch as an intern and advanced through roles at State Street, where expertise in pricing accuracy and fund accounting was developed. Adam holds an MBA in Finance from the Questrom School of Business at Boston University and a BS in Business Administration from the UNH Peter T. Paul College of Business and Economics.