Daniel Inman

Operational Specialist at National Advisors Trust Company
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Contact Information
us****@****om
(386) 825-5501
Location
Atlanta, Georgia, United States, GE
Skills

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Bio

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Experience

  • National Advisors Trust Company
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Operational Specialist
      • Dec 2022 - Present

  • FIS
    • United States
    • Information Technology & Services
    • 700 & Above Employee
    • Securities Operations Associate
      • Feb 2022 - Nov 2022

      Mutual Fund trade settlement Mutual Fund trade settlement

  • Wells Fargo Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Securities Operations Specialist - Managed Accounts - Intuitive Investor
      • Feb 2020 - Jul 2021

      Work several operational reports to identify and escalate issues and risks.Research and collaborate with partners to resolve escalations.Work directly with third party vendor to coordinate trading within accounts to ensure client service level agreements are met.

    • Securities Operations Specialist- trade processing
      • Apr 2014 - Feb 2020

      Fixed income Trade processing

  • Wells Fargo
    • United States
    • Financial Services
    • 700 & Above Employee
    • Online-CSR
      • May 2012 - Apr 2014

    • Teller
      • Apr 2009 - May 2012

Education

  • J Sargeant Reynolds Community College
    Business Administration and Management, General
    2008 - 2010

Community

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