Vincent P.

Vincent P. possesses extensive experience in financial services, holding key roles such as Director of Asset Management at Oppenheimer & Co. Inc. and Senior Consultant at Charles River Development. At Oppenheimer, responsibilities included conducting performance analysis, supporting business development, and collaborating with various stakeholders on data quality enhancements. Prior to that, Vincent served as an Investment Performance and Composite Analyst at Orion Advisor Services, ensuring data accuracy and compliance with Global Investment Performance Standards (GIPS). Additional roles include AVP Performance Analyst & Risk at Amalgamated Bank and Senior Business Consultant at Tata Consultancy Services, specializing in Order Management Systems and Investment Platform Services. Vincent holds a Master's degree in Financial Engineering from Stevens Institute of Technology and a Bachelor of Science in Business Management with a focus on Accounting and Finance from the State University of New York at Stony Brook.