Samuel D.

Experience

1. Treasury Team Lead

   Cambridge Associates

   Jan 2024 — Present · Boston, MA, US

   Lead and manage a team of treasury professionals while fostering a collaborative and high-performance team culture.• Provide guidance, support, and mentorship to team members.• Oversee daily cash management activities, including monitoring cash positions, forecasting, and upcoming wire and trade flows.• Manage cash by preparing and implementing wire instructions and trade tickets for custodian banks. Track instructed wire and trade transactions to ensure timely confirmation and completion within both internal and external deadlines.• Coordinate with various departments to ensure efficient cash flow and liquidity management while assisting in the execution of investment strategies.• Manage relationships with banks and financial institutions by acting as the primary point of contact with our custodian banks, brokers and fund managers.• Identify and mitigate financial risks related to treasury operations and company policies.• Collaborate with investment teams, compliance, and investment operations to support overall financial objectives.• Provide clear and concise communication of treasury-related information to internal stakeholders.

Education

• Bentley University - McCallum Graduate School of Business

  Master of Science-Finance, MSF Financial Analytics

• University of Massachusetts Amherst

  Bachelor's Degree, Economics & Psychology

  2010 — 2014