Financial Services - Operations

Summary

Dedicated finance professional with 8 years of institutional investment experience servicing clients portfolios, retail brokerage including SIE license and marketing/recruiting experience.

Expectations

A dynamic company where I can contribute while learning and growing. A solid foundation of financial services skills and experiences with a life long learning mentality where I can make a difference..

Employment Preferences

Expected Base Salary

**,000 USD

Expected Hourly Rate

** USD/hr

Academic Degree

Experience

Skills

• Excel
• Portfolio Accounting
• Financial Services
• Financial Operations
• Reconciliation
• Transfer
• Assets
• New Accounts
• Customer Service
• CRM