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Thomas Valente

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Thomas Valente

Vice President, Portfolio Surveillance | Parametric

Seattle, Washington, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Thomas Valente

Work Experience

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Vice President, Portfolio Surveillance at

Parametric

January 2024 - Present

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Portfolio Surveillance Officer at

Parametric

January 2022 - January 2024

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Senior Compliance Analyst at

Parametric

February 2019 - December 2021

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Foreign Exchange Trade Support Group - Officer at

State Street

March 2018 - February 2019

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Electronic Foreign Exchange Client Onboarding - Officer at

State Street

April 2017 - March 2018

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Foreign Exchange Operations - Senior Associate at

State Street

August 2015 - April 2017

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Client Operations - Associate II at

State Street

June 2014 - August 2015

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Expense and Budgeting Associate - Part-Time Employee at

State Street

September 2013 - May 2014

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Corporations and Foundations Database Administrator at

Boston University

September 2012 - October 2013

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Financial Reporting - Intern at

State Street

June 2013 - September 2013

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Sales Representative at

Campus Protein

January 2012 - February 2013

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Client Operations - Intern at

State Street

June 2012 - August 2012

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Wealth Management Client Services - Intern at

Oppenheimer & Co. Inc.

February 2012 - May 2012

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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

mail

********@parametricportfolio.com

Colleagues

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Steve Kauffman

Managing Director - Sales & Client Service

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Michael Nappi

Executive Director, Portfolio Management and Trading

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Michael Wagner

Executive Director, Trade Operations

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Erica Burke

Director, Investment Operations

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Benjamin Hood

Managing Director, Investment Management, Research (Parametric)

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Clint Talmo Cfa

Managing Director - Investment Strategy

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James Barrett

Managing Director - Head of Client Development

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Bryan Sandvig

Executive Director - Institutional Relationships

Tro Hallajian

Managing Director

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Meredith Casciari

Vice President

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