• Wealth Management Performance Reporting…

    Mirador (Stamford, CT)
    …account and asset set-up & classification + Data feed management + Create custom reports based on client-specific needs + Liaise with the vendor partners for ... & data issues -Resource Management: + Work amongst other Team Leads and senior management to prioritize individual and communal work to ensure all projects are… more
    Mirador (03/27/24)
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