Role at Appleton
Liz is a Trading Assistant who supports the Portfolio Managers and Traders on the Fixed Income team. She is responsible for maintaining data at the account and strategy level. She manages and monitors the cross-bid list process with respect to cash.
Liz originally joined Appleton in 2011 as a member of the Operations team and was responsible for trade settlement and reconciliation. Prior to joining Appleton Partners, she worked at BNY Mellon in trade settlement.
B.S., University of Massachusetts
Liz resides in Boston and enjoys traveling, group workout classes, and spending time with her extended family.