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Joseph P

Financial Specialist - 8 Years of Experience - Near 19082

Occupation:

Financial Specialist

Location:

Upper Darby, PA

Education Level:

Bachelor

Will Relocate:

YES

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SUMMARY: Highly motivated and mission-oriented individual with ten years work experience in the United States Air Force and nine years in the financial services industry. Performs tasks with a high degree of ingenuity and precision. Proven leader and follower who takes pleasure in challenging work settings. Areas of expertise are as follows: - Mutual Fund Operations Oversight - Broker - Dealer Compliance / Operations - Investment Accounting - Relationship Management

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COMPANY POSITION HELD DATES WORKED

(Confidential) Operations Consultant / Service Account Manager / - Present
(Confidential) Senior Analyst, Dealer Services / - Present
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