Resumes
Resumes
Manager Of Investment Administration And Reporting
View pageLocation:
6291 Genesee St, Lancaster, NY 14086
Industry:
Investment Management
Work:
University of Rochester
Manager of Investment Administration and Reporting
Rochester Regional Health Dec 2016 - Jun 2017
Senior Investment Analyst
Johns Hopkins University Aug 2014 - Dec 2015
Investment Operations Analyst
Wells Fargo Aug 2012 - Aug 2014
Securities Analyst
Wells Fargo May 2011 - Aug 2012
Personal Banker Ii
Manager of Investment Administration and Reporting
Rochester Regional Health Dec 2016 - Jun 2017
Senior Investment Analyst
Johns Hopkins University Aug 2014 - Dec 2015
Investment Operations Analyst
Wells Fargo Aug 2012 - Aug 2014
Securities Analyst
Wells Fargo May 2011 - Aug 2012
Personal Banker Ii
Education:
Loyola University Maryland 2016 - 2016
Master of Business Administration, Masters Loyola University Maryland 2011 - 2014
Master of Business Administration, Masters, Finance Canisius College 2004 - 2008
Bachelors, Bachelor of Science, Accounting
Master of Business Administration, Masters Loyola University Maryland 2011 - 2014
Master of Business Administration, Masters, Finance Canisius College 2004 - 2008
Bachelors, Bachelor of Science, Accounting
Skills:
Investments
Mutual Funds
Insurance
Retirement Planning
Wealth Management
Fixed Annuities
Consumer Lending
Small Business Lending
Financial Advisory
Commercial Lending
Investment Strategies
Securities
Asset Allocation
Strategic Financial Planning
Life Insurance
Loans
Commercial Banking
Financial Planning
Management
Financial Analysis
Microsoft Excel
Finance
Banking
Mutual Funds
Insurance
Retirement Planning
Wealth Management
Fixed Annuities
Consumer Lending
Small Business Lending
Financial Advisory
Commercial Lending
Investment Strategies
Securities
Asset Allocation
Strategic Financial Planning
Life Insurance
Loans
Commercial Banking
Financial Planning
Management
Financial Analysis
Microsoft Excel
Finance
Banking