Description
I'm a Financial Investment professional with 18 years experience in mutual fund and client account performance reporting. Expertise in monitoring and reconciling client accounts with custodians.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| Park Avenue Securities - RIA | Portfolio Administrator | 2/2001 - 2/2013 |
| Summit Financial Services Group | Mutual Fund Operations Associate | 5/1999 - 2/2001 |
| New York Life Investment Management | Performance Analyst | 8/1995 - 5/1999 |
Education
| SCHOOL | MAJOR | YEAR | DEGREE |
|---|---|---|---|
| DeSales University | Finance | Some College Units Completed Degree | |
Social Media
| TYPE | TITLE | URL | DESCRIPTION |
|---|---|---|---|
| Website | James Warnke LinkedIn | media url | |
Accomplishments
Highlights:
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