Carol Shachat

Investment Operations Analyst

Boston, MA
P: 617.345.3400
Overview
Education

Bentley University

Carol Shachat assists in the daily operations of the investment operations for Burns & Levinson Asset Management, LLP. Her responsibilities include asset movement, portfolio reporting, and client service. She monitors and executes all client’s requests, distributions, and tax payments including all aspects of asset/money movement, forecasting, and management of cash. She maintains an excellent relationship with clients and custodians to ensure the highest level of customer service. Previously Ms. Shachat was an Operations Specialist with Winslow, Evans and Crocker, a broker/dealer, in Boston. Her responsibilities included money movements, deposits, and journal transactions. She also ensured industry compliance as it pertained to documents and monetary transactions.

Prior to working at Winslow, Ms. Shachat was an officer at Shawmut Bank in the Property Management department overseeing the lease management, operating budgets, management of expenses, and lease negotiation for the New England portfolio of properties.

Ms. Shachat is a member of the US Women of Today, a national, non-profit, civic organization. She has been an active member for over 25 years of the Mansfield, MA chapter, one of the largest chapters in the United States. She has held multiple positions including Ways & Means Vice President, Community Service Vice President, Treasurer, and Secretary. In addition to receiving many awards, including Officer of the Year and she is also a recipient of the prestigious Presidential Pin which is awarded to a few outstanding members displaying commitment and dedication to the organization. Ms. Shachat also volunteers at her local food pantry on a regular basis.

Ms. Shachat graduated with honors from Bentley University with a Bachelor’s degree in Marketing/Management and an Associate degree in Accountancy.

Carol Shachat
Education

Bentley University

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