New England Asset Management, Inc. (NEAM, Inc.)
Alanna Smith is an experienced finance professional with a strong background in operations within the investment management industry. Currently serving as an Operations Specialist at New England Asset Management, Inc. since June 2022, Alanna oversees trade settlement processes and collaborates with custody banks on behalf of clients. Prior roles include Operations Analyst at Virtus Investment Partners, where responsibilities encompassed managing fixed income and equity trade transactions for numerous funds, facilitating corporate actions, and producing internal reports. Alanna also gained valuable experience as a Portfolio Manager Assistant at Newfleet Asset Management and as a Treasury Accountant at Grove Street Advisors. With an MBA and a BS in Finance from Western New England University, Alanna's academic credentials complement a comprehensive skill set in trade processing, reconciliation, compliance, and cash management.