Experience

AssetMark

• United States
• Financial Services
• 500 - 600 Employee

• Custody Operations Analyst II

  • Nov 2020 - Present

  As a Custody Operations Analyst, I am responsible for all activities related to the daily operations of mutual funds and separate account entities, including a variety of reporting and administrative duties and collaborating with other team members for the production of financial reports. Responsibilities also include all aspects of trade entry, acceptance, placement, and review for equity, fixed income, options, and mutual funds, including the review and release of orders entered through the firms' platform. In the role, I have also been delegated all internal and external cash movements, and providing quality control for the separate account databases. Show less



REV

• Telecommunications
• 300 - 400 Employee

• Marketing Manager

  • Sep 2018 - Jul 2019

  Employed by REV for one year as an intern assistant, and later, as marketing manager, storefront operator. Assisted in the design and remodeling of the storefront. Responsibilities included in-store and online sales support. Assisted in the financial and licensing needs of a start-up company. Day-to-day activities included assisting customers in the showroom, payroll and accounting, website updates, and social media monitoring Employed by REV for one year as an intern assistant, and later, as marketing manager, storefront operator. Assisted in the design and remodeling of the storefront. Responsibilities included in-store and online sales support. Assisted in the financial and licensing needs of a start-up company. Day-to-day activities included assisting customers in the showroom, payroll and accounting, website updates, and social media monitoring