Financial Analyst Career Research and Resources
Chemical Bank
P/L responsibility for all team client-facing activities and financial products for middle market clients in the New york metropolitan area. Responsible for managing the middle market leverage finance portfolio.
Avg. Salary: $650,000 · Company Rank: Not Available
LPL Financial
Developed a reconciliation process to transition Carson Wealth Management’s (LPL Financials largest Advisory Branch) performance reporting system to LPL’s new Consolidated Client Reporting tool. Primary relationship contact for all reconciliation related issues for Carson Wealth Management’s Client Update Coordinator. Helped to train up a team of additional reconciliation specialists to help support Carson Wealth Management...
Avg. Salary: $65,000 · Company Rank: Not Available
LPL Financial
► Seamlessly took over reconciliation responsibilities for MWP & PWP platform, with AUM of 6 billion. ► Created a triage reconciliation process for days with system issues, in order to deliver reconciled accounts to the overlay trading team, with enough time to get all trading completed. ► Represented managed account operations in the Sept. 2011 Kaizen effort as an expert in the reconciliation process, and spoke on report o...
Avg. Salary: $65,000 · Company Rank: Not Available
LPL Financial
► Took over operations management of Optimum Market Portfolios platform at 1.5 billion Assets Under Management (As high as 3 billion). ► Successfully managed largest trading effort to date for the platform. There were 55,000 trades executed, totaling over $130 million. ► Managed and performed all trading/operations for the Optimum Market Portfolios platform from March 2006 to Oct 2006. ► Trained and supervised three OMP Op...
Avg. Salary: $65,000 · Company Rank: Not Available
LPL Financial
► Effective in developing rapport with LPL advisors while taking corrections calls, and resolving issues quickly and efficiently. ► Worked directly with Mutual fund companies across the industry, in processing L.O.I and R.O.A breakpoint trade corrections. ► In depth knowledge of Mutual Funds, Beta, Siebel, correcting trades. ► Trusted by management with quantitative skills and accuracy in processing all types of corrections.
Avg. Salary: $65,000 · Company Rank: Not Available
Payant Financial Sewrvices
Oversee all investments, with an emphasis on detailed analysis of individual stocks, ETFS and mutual funds
Avg. Salary: $41,000 · Company Rank: Not Available
Calvary Lutheran Church
Responsible for planning music at all services, rehearsing three choirs, maintaining copyright information and licenses. Construct multi-media presentations to accompany all services..
Avg. Salary: $41,000 · Company Rank: Not Available
Thrivent Financial for Lutherans
Initiate client contact. Review client's financial and insurance profile. Analyze client's investment portfolio and recommend changes when appropriate.
Avg. Salary: $41,000 · Company Rank: Not Available
RBC Dain Rauscher
Responsible for service of institutional accounts for fixed income products. Clients included Money Managers, Public Funds, Banks, Insurance Companies and Hedge Funds
Avg. Salary: $41,000 · Company Rank: Not Available
William R Hough and Co
Responsible for management and oversight of sales, trading, underwriting and research. Utilized Futures and Options as a hedge for the trading desk. Traded corporate bonds.
Avg. Salary: $41,000 · Company Rank: Not Available
