Resumes
Resumes

Mutual Funds Reconciliation Specialist
View pageLocation:
Denver, CO
Industry:
Financial Services
Work:
Investment Security Group-Ria Firm Apr 2016 - Mar 2017
Operations Specialist
Envision Financial Systems, Inc. Apr 2016 - Mar 2017
Mutual Funds Reconciliation Specialist
Envestnet Apr 2007 - Apr 2016
Senior Portfolio Specialist
Fiserv Iss Oct 1992 - Mar 2007
Senior Trader, Lead Account Administrator
Operations Specialist
Envision Financial Systems, Inc. Apr 2016 - Mar 2017
Mutual Funds Reconciliation Specialist
Envestnet Apr 2007 - Apr 2016
Senior Portfolio Specialist
Fiserv Iss Oct 1992 - Mar 2007
Senior Trader, Lead Account Administrator
Education:
Metropolitan State University of Denver
Skills:
Mutual Funds
Securities
Asset Management
Wealth Management
Investments
Financial Services
Portfolio Management
Finance
Banking
Equities
Asset Allocation
Trading
401K
Asset Managment
Relationship Management
Separately Managed Accounts
Due Diligence
Securities
Asset Management
Wealth Management
Investments
Financial Services
Portfolio Management
Finance
Banking
Equities
Asset Allocation
Trading
401K
Asset Managment
Relationship Management
Separately Managed Accounts
Due Diligence