As a member of the Operations Team, Richard helps oversee the firm’s outsourcing partners to ensure data integrity and is responsible for internal operational tasks, including trade matching and settlement, client invoicing, and fund operations processing. He also actively participates in projects that support the firm’s strategic plan.
Richard began his career in 2015 and joined Boston Trust Walden in 2017. Previously he worked at Bank of America as an Operations Analyst within the Global Wealth and Investment Management division. He earned an AA from Southern New Hampshire University.