As head of operations, Priscilla oversees all middle- and back-office functions, including daily reconciliation, settlements, cash management, and reporting for CCM’s funds and separate accounts. She plays a key role in supporting the firm’s trade processes, data management, and portfolio management operations.
Biography:
Priscilla joined CCM from Lehman Brothers Holdings, Inc., where she served as a derivatives consultant on the Forensics Discovery team, assisting with post-bankruptcy claim repayments. Prior to Lehman, she spent eight years at Citi, including roles as vice president of fixed income sales and trading from 2009 to 2014, where she managed primary market-making responsibilities for short-term U.S. agency securities, and as a middle-office specialist supporting multiple fixed income and credit desks from 2006 to 2009. Earlier in her career, Priscilla held operational and administrative roles at Bear, Stearns & Co. Inc. and Chilton Investment Company. Priscilla received her B.S. in Business Administration from the University of Central Florida.