Financial Specialist Career Research and Resources
Managers Investment Group
Managed the Fiserv portfolio account system and vendor relationships. To improve the efficiency and customization of the portfolio management system and related performance applications with the merging of Rorer and Burridge. Trained and set up end users. Set up sponsor relationships as well as resolving sponsor problems as the relate to the system. Coordinated the integration of data migration to third party applications...
Avg. Salary: $130,000 · Company Rank: Not Available
The Burridge Group LLC
Opened, set up, traded and maintained all wrap and MSP (multiple strategy products) accounts. Ran all trades on outside systems for execution in step out trades. Handled all request and rebalances for these accounts. Back up trader on regular accounts.
Avg. Salary: $130,000 · Company Rank: Not Available
The Burridge Group LLC
Traded both directed and non-directed accounts. Executed step outs when possible and notified step in participants of execution and details. Managed all regular and soft dollar commissions including generating and validating weekly commission reports for distribution to managers.
Avg. Salary: $130,000 · Company Rank: Not Available
The Burridge Group LLC
Portfolio administrator/trader for the two principals in this newly formed company. Set up accounts, system codes and maintained all trades and transactions. Worked with other portfolio administrators to coordinate with trading rotation. Maintained trading and commissions reports for the firm. Conducted monthly broker and bank reconciliations. Prepared client presentations and reviews. Maintained records/spreadsheets f...
Avg. Salary: $130,000 · Company Rank: Not Available
International Planning Alliance
Producer
Avg. Salary: $1 · Company Rank: Not Available
New York Life Insurance Co
As an agent I assisted clients in the application and acquisition of life insurance policies in accordance with their needs.
Avg. Salary: $1 · Company Rank: Not Available
Jay Import Company, Inc
sales presentations, product development, product data upload to vendor portals, data entry
Avg. Salary: $1 · Company Rank: Not Available
Rephen Law Firm
Training new employees, reinforcing policy and procedure, call debtors to retrieve unpaid funds.
Avg. Salary: $1 · Company Rank: Not Available
Stephens
SENIOR EQUITY ANALYST/PORTFOLIO MANAGER Top Quartile performer as a Senior Equity Analyst/Portfolio Manager for 15 years in Investment Management (Senior Analyst and Portfolio Manager). While having both a HNW and an institutional client background, I’ve been a generalist investor in nature. I have deep sector experience in Energy, Transportation/Industrials & Materials, Financials, both depository institutions and insuranc...
Avg. Salary: $250,000 · Company Rank: Not Available
PwC
Led Corporate Development initiatives to acquire companies to grow individual practices.
Avg. Salary: $250,000 · Company Rank: Not Available
