Resumes
Resumes
Senior Client Service Associate
View pageLocation:
Phoenix, AZ
Industry:
Investment Management
Work:
Mariner Wealth Advisors
Senior Client Service Associate
Northern Trust Corporation Nov 2013 - Sep 2017
Senior Associate, Wealth Advisory Services
Avalon Advisors, Llc Sep 2011 - Nov 2013
Account Administration Associate
Invesco Us Aug 2010 - Sep 2011
Client Administration Representative Ii
Mercer Advisors Sep 2009 - Aug 2010
Financial Administrator Manager
Senior Client Service Associate
Northern Trust Corporation Nov 2013 - Sep 2017
Senior Associate, Wealth Advisory Services
Avalon Advisors, Llc Sep 2011 - Nov 2013
Account Administration Associate
Invesco Us Aug 2010 - Sep 2011
Client Administration Representative Ii
Mercer Advisors Sep 2009 - Aug 2010
Financial Administrator Manager
Education:
Syracuse University 1998 - 2002
Bachelors, Bachelor of Arts, Psychology, Sociology The Derryfield School 1992 - 1998
Bachelors, Bachelor of Arts, Psychology, Sociology The Derryfield School 1992 - 1998
Skills:
Investments
Problem Solving
Microsoft Excel
Wealth Management
Investment Management
Finance
Portfolio Management
Asset Management
Powerpoint
Strategy
Inventory Control
Leadership
Mutual Funds
Management
Operations Management
Asset Allocation
Training
Alternative Investments
Financial Services
Crm
High Net Worth Individuals
Wealth Management Services
Customer Relationship Management
Windows 98
Development of Training Materials and Curriculums
Strategy and Problem Solving Skills
Customer and Partner Focused Relationship Management
Curriculum Design
Asset Managment
Relationship Management
Hedge Funds
Securities
Financial Markets
Investment Advisory
Problem Solving
Microsoft Excel
Wealth Management
Investment Management
Finance
Portfolio Management
Asset Management
Powerpoint
Strategy
Inventory Control
Leadership
Mutual Funds
Management
Operations Management
Asset Allocation
Training
Alternative Investments
Financial Services
Crm
High Net Worth Individuals
Wealth Management Services
Customer Relationship Management
Windows 98
Development of Training Materials and Curriculums
Strategy and Problem Solving Skills
Customer and Partner Focused Relationship Management
Curriculum Design
Asset Managment
Relationship Management
Hedge Funds
Securities
Financial Markets
Investment Advisory
Interests:
Health
Erika Chopra Houston, TX
View pageWork:
Avalon Advisors, LLC
Sep 2011 to 2000
Account Administration Associate
Invesco Investment Services
Houston, TX
Sep 2010 to Sep 2011
Client Administration Representative II
Mercer Advisors
Scottsdale, AZ
Sep 2009 to Sep 2010
Financial Administrator Manager
The Vanguard Group
Scottsdale, AZ
Jan 2009 to Sep 2009
Integrated Client Services Associate
The Vanguard Group
Jan 2007 to Jan 2009
Quality Audit Associate
The Vanguard Group
Dec 2005 to Jan 2007
Operations Processing Associate
Sep 2011 to 2000
Account Administration Associate
Invesco Investment Services
Houston, TX
Sep 2010 to Sep 2011
Client Administration Representative II
Mercer Advisors
Scottsdale, AZ
Sep 2009 to Sep 2010
Financial Administrator Manager
The Vanguard Group
Scottsdale, AZ
Jan 2009 to Sep 2009
Integrated Client Services Associate
The Vanguard Group
Jan 2007 to Jan 2009
Quality Audit Associate
The Vanguard Group
Dec 2005 to Jan 2007
Operations Processing Associate
Education:
Syracuse University
Syracuse, NY
1998 to 2002
BA in Psychology & Sociology
Syracuse, NY
1998 to 2002
BA in Psychology & Sociology
Skills:
SKILLS Windows 98 / [] / 7 Microsoft Word, Excel, PowerPoint, Outlook Advent (Axys) financial reporting system Individual, Group-Setting, and On-Site Training Experience Development of Training Materials and Curriculums Strategy and Problem Solving Skills Purchasing Management, Inventory Control Customer & Partner Focused Relationship Management