Position:
Product Manager at Fisher Investments
Work:
Fisher Investments
-
Product Manager
LPL Financial
- Greater San Diego Area Sep 2012 - Jan 2013
-
Senior Integration Project Manager (Contract)
Brandes Investment Partners
May 2010 - Apr 2011
-
Special Projects Coordinator- Operations Management Group
Brandes Investment Partners
Feb 2005 - Apr 2010
-
Portfolio Accounting Manager
Brandes Investment Partners
Jan 2002 - Jan 2005
-
Institutional Operations Supervisor
Brandes Investment Partners
Jan 2001 - Jan 2002
-
Institutional Operations Team Leader
Brandes Investment Partners
Jan 2000 - Jan 2001
-
Senior Institutional Operations Analyst
Brandes Investment Partners
Mar 1998 - Jan 2000
-
Institutional Operations Administrator
Pen-Cal
Mar 1995 - Mar 1998
-
Trust Accountant
Money Management Group
Jan 1991 - Dec 1994
-
Portfolio Assistant
Education:
California State University-Sacramento 1988 - 1990
BS, Finance
Skills:
Securities, Excel, Documentation, PowerPoint, Account Reconciliation, Actuate, Supervisory Skills, Mutual Funds, Investments, Back Office, Business Analysis, Corporate Actions, SharePoint, Process Improvement, Salesforce.com, Microsoft Excel, Equities, Business Process, Team Building, Middle Office, Training, Visio, Disaster Recovery, Integration, Management, Leadership, Relationship Management, Financial Services, Requirements Gathering, Actuate Report, Eagle PACE, Eagle STAR