Resumes
Resumes
Assistant Vice President For Wealth Management Services
View pageLocation:
Mansfield, MA
Industry:
Financial Services
Work:
State Street
Assistant Vice President For Wealth Management Services
State Street Jun 2010 - Nov 2012
Strategic Initiative Team-Officer
State Street Jun 2010 - Nov 2012
Client Service Officer For Family Offices
State Street Oct 2008 - Jun 2010
Public Funds, Client Service Officer
State Street Jan 1999 - Oct 2008
Portfolio Accountant and Client Service Manager- Public Funds
Assistant Vice President For Wealth Management Services
State Street Jun 2010 - Nov 2012
Strategic Initiative Team-Officer
State Street Jun 2010 - Nov 2012
Client Service Officer For Family Offices
State Street Oct 2008 - Jun 2010
Public Funds, Client Service Officer
State Street Jan 1999 - Oct 2008
Portfolio Accountant and Client Service Manager- Public Funds
Education:
Springfield College 1992 - 1996
Bachelors, Bachelor of Science, Psychology
Bachelors, Bachelor of Science, Psychology
Skills:
Management
Microsoft Excel
Portfolio Management
Mutual Funds
Financial Analysis
Microsoft Excel
Portfolio Management
Mutual Funds
Financial Analysis