Triune Capital Advisors/ijl Financial Advisors Resume
2.00/5 (Submit Your Rating)
Charlotte, NC
PROFESSIONAL EXPERIENCE
Triune Capital Advisors/IJL Financial Advisors
Confidential, Charlotte, NC
Responsibilities:
- Handled sales assistant and operations duties
- Opened, closed, and transferred accounts
- Generated daily and monthly audit logs
- Ran daily and monthly company activity reports
- Assembled portfolio reviews
- Executed cash and asset movements such as issuing checks, wires, ACH requests, etc.
- Depositing and recording commissions checks and ETF’s
- Resolved any miscellaneous account issues
Triune Capital Advisors
Confidential, Charlotte, NC
Responsibilities:
- Handled sales assistant duties
- Handled back office conversion duties between Sterne, Agee & Leach and Pershing
TECHNICAL SKILLS
- Microsoft Office (Excel, Word, PowerPoint, Outlook)
- MATLAB (Data, mathematics, and engineering)
- AutoCAD 2009 (2D design)
- Inventor (3D design)
- STATA (Data, statistics, and econometrics)
- IMPLAN (Economic impact analysis)
- eCustody (Sterne, Agee & Leach web based account management and clearing platform)
- NetX360 (Pershing account management and clearing platform)
Privacy Policy
Resume Categories
- .NET Developers/Architects Resumes
- Java Developers/Architects Resumes
- Informatica Developers/Architects Resumes
- Business Analyst (BA) Resumes
- Quality Assurance (QA) Resumes
- Network and Systems Administrators Resumes
- Help Desk and Support specialists Resumes
- Oracle Developers Resumes
- SAP Resumes
- Web Developer Resumes
- Datawarehousing, ETL, Informatica Resumes
- Business Intelligence, Business Object Resumes
- MainFrame Resumes
- Network Admin Resumes
- Oracle Resumes
- ORACLE DBA Resumes
- Other Resumes
- Peoplesoft Resumes
- Project Manager Resumes
- Quality Assurance Resumes
- Recruiter Resumes
- SAS Resumes
- Sharepoint Resumes
- SQL Developers Resumes
- Technical Writers Resumes
- WebSphere Resumes
- Hot Resumes
