Anthony Lima
Director, Client Service at Penta Wealth Management | Holliston, Massachusetts, United States
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Director, Client Service at Penta Wealth Management in April 2022 to Present
Director, Investment Operations and Transitions at Empirical Asset Management in April 2022 to Present
Associate Director, Trading and Investment Operations at River and Mercantile US in July 2021 to March 2022
Vice President, Clent Service & Operations at Granahan Investment Management in May 2019 to June 2021
Operations Manager at SS&C GlobeOp in May 2016 to May 2019
Assistant Vice President, Head Of Operations at State Street Global Markets Currency Management in October 2005 to May 2016
Officer at State Street Global Markets Currency Management in October 2005 to April 2007
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Northeastern University, Bachelor of Science (BS), January 2001 to January 2004
Boston Latin Academy
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Operations Management
Foreign Exchange
FX Hedging
Reporting & Analysis
Equities
Trading
Portfolio Management
Operational Risk Management
Hedging
Financial Risk
Project Management
Fixed Income
Derivatives
Asset Management
Capital Markets
Mutual Funds
Foreign Exchange (FX) Options
Financial Services
Hedge Funds
Investments
Risk Management
Financial Analysis
Business Process Improvement
Access
Microsoft Excel
Bloomberg
Visual Basic
VBA
SQL
Problem Solving
Communication
Time Management
Organizational Effectiveness
FX Operations
Foreign Currency Transactions
Currency Management
Currency Hedging
Equity Swaps
Geneva
Middle Office
Derivative Operations
Derivative Trading
Trade Operations
International Settlements
SWIFT Messaging
Buy-side Operations
Cash Flow Management
Data Reconciliation
P&L Analysis
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Discover more about Penta Wealth ManagementWhat is Anthony Lima email address?
Email Anthony Lima at [email protected]. This email is the most updated Anthony Lima's email found in 2026.
How to contact Anthony Lima?
To contact Anthony Lima send an email to [email protected].
What company does Anthony Lima work for?
Anthony Lima works for Penta Wealth Management
What is Anthony Lima's role at Penta Wealth Management?
Anthony Lima is Director, Client Service
What is Anthony Lima's Phone Number?
Anthony Lima's phone (413) ***-*306
What industry does Anthony Lima work in?
Anthony Lima works in the Financial Services industry.
Anthony Lima Email Addresses
Anthony Lima Phone Numbers
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