Wendy B. has a diverse range of work experience spanning over 20 years. Wendy began their career as an Advertising Assistant at Lawyers Weekly in 2003 before transitioning to Viacord as a Receptionist in 2004. Wendy then joined Investors Bank & Trust as a Fund Accountant in 2005 and Franklin Portfolio Associates as a Portfolio Accountant in 2006. In 2007, they worked as a Finance Assistant at the International Nutrition Foundation. Wendy then joined Commonfund in 2008, where they held roles as a Fund Analyst and later as a Senior Analyst until 2017. After that, they worked as a Pricing Analyst at Rockit Solutions, LLC until 2018. Wendy then joined a Family Office as an Accounting Analyst before joining PCR Financial Aggregation in 2019. At PCR Financial Aggregation, they initially served as a Senior Operations Associate and was later promoted to Manager, Data Operations. The year of their current role is not specified.
Wendy B. completed their Bachelor's degree in Finance from Northeastern University between the years 2000 and 2005. Following that, they pursued a Master of Business Administration (MBA) degree with a specialization in Accounting and Finance at the University of Connecticut from 2016 to 2020.
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