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Bio

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Wes Soper is a seasoned executive with 16 years of experience in management, finance, marketing, sales, and asset management. He has held various leadership positions, including Department Administrator at Boston University and Advisory Associate at TCAM, LLC. Wes has a strong educational background in business administration and chemistry. Wes has a proven track record of successfully managing day-to-day operations, leading teams, and driving strategic initiatives to advance departmental goals. He is well-versed in financial management, marketing, and customer service, with expertise in Microsoft Office and Microsoft Excel.

Experience

  • TCAM, LLC
    • Greater Boston Area
    • Advisory Associate, Affordable Housing
      • Sep 2019 - Present
      • Greater Boston Area
    • Department Administrator
      • 2012 - Present

      Run all day to day operations and support Chair on long-term, strategic initiatives to advance Department's mission and goals.• Senior management (Chair) communications; effectively communicate all important developments to leadership; disseminate information outward to all relevant parties; ...

    • Shareholder Services Associate
      • 2010 - 2012

      Effectively managed communications through proper channels, including portfolio managers, relationship managers, and transfer agents.

    • Investment Services Representative
      • 2007 - 2010

      Part of an award winning team tasked with providing shareholders and financial advisors unparalleled service and secondary market support on over 200 open-ended and closed-ended mutual funds Partnered with internal and external wholesalers with responsibilities including - prospecting sales, cons...

Education

  • 2013 - 2017
    Boston University Questrom School of Business
  • 2004 - 2007
    Wheaton College
  • 2003 - 2007
    Wheaton College Massachusetts

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Management Consulting”

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