Redian Terpollari

Investment Operations and Compliance Associate at National Philanthropic Trust
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Philadelphia, Pennsylvania, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • BMC Certified Operator: BMC BladeLogic Server Automation 8.1
    Bloomberg LP
    Mar, 2020
    - Nov, 2024

Experience

  • National Philanthropic Trust
    • United States
    • Non-profit Organizations
    • 100 - 200 Employee
    • Investment Operations and Compliance Associate
      • Mar 2023 - Present

    • Investment Compliance Analyst
      • Aug 2021 - Present

      - Instruct daily trade recommendations with custodian bank to invest, liquidate, reallocate, and transfer assets as needed based on reconciled data.- Check daily JPMS trades and holdings reports through Eikon.

  • Scarpetta
    • Food and Beverage Services
    • 1 - 100 Employee
    • Server
      • Sep 2017 - Mar 2021

  • Lawrence S. Krasner
    • 1301 Filbert St
    • Finance Intern
      • Jun 2017 - Aug 2017

      • Partnered in the execution of fundraising events • Conducted donor research and phone banking to improve campaign finance database • Partnered in the execution of fundraising events • Conducted donor research and phone banking to improve campaign finance database

  • FORWARD SETTLEMENT SOLUTIONS, INC.
    • United States
    • Real Estate
    • Assistant Escrow Coordinator
      • Mar 2015 - Sep 2015

      • Processed checks, maintained files, prepared mailings, and handled important aspects leaded to closing (prefunding, tax payments, EMD deposits) • Interacted daily with buyers and sellers over the phone • Analyzed all aspects of ResWare Solutions software • Processed checks, maintained files, prepared mailings, and handled important aspects leaded to closing (prefunding, tax payments, EMD deposits) • Interacted daily with buyers and sellers over the phone • Analyzed all aspects of ResWare Solutions software

Education

  • Temple University
    Finance, Banking, Corporate, Finance, and Securities Law
    2018 - 2021

Community

You need to have a working account to view this content. Click here to join now