- KeyBank (Brooklyn, OH)
- …-initiated trades to the Global Plus custody system + Send/receive wires associated with mutual fund broker trades + Responsible for the daily balancing ... managers associated with and responsible for trading mutual funds for trust clients + Post broker...of all cash associated with Mutual Fund broker trades +… more
- Lincoln Financial (Fort Wayne, IN)
- …agreements, vendor contracts for services supporting the advisor and the mutual fund complex. * Drafting negotiating, and interpreting participation ... also provide legal support, legal project management and guidance regarding the proprietary mutual funds, including advice regarding fund operations and fund … more