Role at Appleton
Michael joined Appleton in 2022 and currently serves as a Senior Operations Analyst. In this role, he is responsible for reconciling portfolios and resolving trade, transaction, and corporate action discrepancies with our custodians. Michael’s role also encompasses the validation and integrity of operational data used in client and third-party reporting.
Professional Experience
Prior to joining Appleton, Michael served as an Indexing Reconciliation Representative with BNY Mellon where he was responsible for cash and holding reconciliations, researching corporate actions, and generating reports for Portfolio Managers and clients.
Education
B.S. and B.A., University of New Hampshire
Personal Notes
Michael is originally from West Hartford CT, and currently lives in South Boston. In his spare time, he enjoys skiing, golfing, attending local sports games and trying new restaurants.
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