Kaspick & Company
Senior Business Analyst
Kaspick & Company Sep 2008 - Mar 2014
Portfolio Operations Manager
Harris Associates Oct 2004 - May 2008
Data Analyst and Systems Specialist
Milliman Jul 2003 - Jul 2004
Daily Valuation Analyst
Education:
Santa Clara University 2010 - 2014
Master of Business Administration, Masters, Accounting, Finance
University of California, Santa Cruz 2009 - 2010
University of California, Davis 1999 - 2003
Bachelors, Bachelor of Arts, Economics, International Relations
Skills:
Portfolio Management Bloomberg Accounting Valuation Financial Services Leadership Axys Financial Analysis Crm Investments Advent Microsoft Excel Mutual Funds Statistics Cross Functional Team Leadership Asset Management Equities Financial Reporting Securities Idc Sql Schwab Advisor Center Cost Basis Planned Giving Personal Finance
Languages:
English
Certifications:
Microsoft Excel Microsoft Access Advent Axys Back-Office Professional Advent Axys Performance Reporting
Name / Title
Company / Classification
Phones & Addresses
Dean Woo President Systems Staff Financeother Personnel