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Thomas Valente
Thomas Valente
Vice President, Portfolio Surveillance | Parametric
Seattle, Washington, United States
Thomas Valente
Summary
Thomas Valente is a seasoned finance professional currently serving as the Vice President of Portfolio Surveillance at Parametric in Seattle, Washington. With a rich background in management investment and compliance, he has honed his skills through various roles at State Street, where he contributed to foreign exchange operations and client onboarding. Thomas is recognized for his strong analytical abilities, critical thinking, and adeptness in data analysis, which have been pivotal in his career progression. His education from Boston University, where he graduated cum laude with concentrations in Finance and Law, underpins his expertise in the financial sector. Passionate about leadership and team development, Thomas is committed to fostering a collaborative work environment. He also has a keen interest in leveraging technology to enhance operational efficiencies. Outside of work, he enjoys blogging and engaging in social media marketing, showcasing his versatility and modern approach to professional engagement.
Thomas Valente
Work Experience
Vice President, Portfolio Surveillance at
Parametric
January 2024 - Present
Portfolio Surveillance Officer at
Parametric
January 2022 - January 2024
Senior Compliance Analyst at
Parametric
February 2019 - December 2021
Foreign Exchange Trade Support Group - Officer at
State Street
March 2018 - February 2019
Electronic Foreign Exchange Client Onboarding - Officer at
State Street
April 2017 - March 2018
Foreign Exchange Operations - Senior Associate at
State Street
August 2015 - April 2017
Client Operations - Associate II at
State Street
June 2014 - August 2015
Expense and Budgeting Associate - Part-Time Employee at
State Street
September 2013 - May 2014
Corporations and Foundations Database Administrator at
Boston University
September 2012 - October 2013
Financial Reporting - Intern at
State Street
June 2013 - September 2013
Sales Representative at
Campus Protein
January 2012 - February 2013
Client Operations - Intern at
State Street
June 2012 - August 2012
Wealth Management Client Services - Intern at
Oppenheimer & Co. Inc.
February 2012 - May 2012
Thomas Valente
Education
Frequently Asked Questions about Thomas Valente
What is Thomas Valente email address?
Thomas Valente's primary email address is ********@parametricportfolio.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Thomas Valente work for?
Thomas Valente is a Vice President, Portfolio Surveillance at Parametric, a company specializing in Management investment, open-ended.
Where Thomas Valente graduated from?
Thomas Valente holds a degree in Finance And Law Concentrations, Psychology Minor, Cum Laude from Boston University.
How can I directly contact Thomas Valente?
To contact Thomas Valente directly, you can use the email address ********@parametricportfolio.com. Complete contact information is available upon registration with Muraena.
Who is Thomas Valente?
Thomas Valente is a seasoned finance professional currently serving as the Vice President of Portfolio Surveillance at Parametric in Seattle, Washington. With a rich background in management investment and compliance, he has honed his skills through various roles at State Street, where he contributed to foreign exchange operations and client onboarding. Thomas is recognized for his strong analytical abilities, critical thinking, and adeptness in data analysis, which have been pivotal in his career progression. His education from Boston University, where he graduated cum laude with concentrations in Finance and Law, underpins his expertise in the financial sector. Passionate about leadership and team development, Thomas is committed to fostering a collaborative work environment. He also has a keen interest in leveraging technology to enhance operational efficiencies. Outside of work, he enjoys blogging and engaging in social media marketing, showcasing his versatility and modern approach to professional engagement.
Thomas`s contact details
********@parametricportfolio.com
Colleagues
Managing Director - Sales & Client Service
Executive Director, Portfolio Management and Trading
Executive Director, Trade Operations
Director, Investment Operations
Managing Director, Investment Management, Research (Parametric)
Managing Director - Investment Strategy
Managing Director - Head of Client Development
Executive Director - Institutional Relationships
Managing Director
Vice President