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Dorothy-Ann Phillip

from Brooklyn, NY

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Dorothy-Ann Phillip Phones & Addresses

  • Brooklyn, NY

Work

  • Company:
    Legg mason investment counsel
    Jul 2007
  • Position:
    Senior portfolio manager associate

Education

  • School / High School:
    School of Management, Binghamton University- Vestal, NY
    Aug 1998

Skills

Asset Management • Equities • Portfolio Management • Wealth Management • Loans • Mutual Funds • Bloomberg • Fixed Income • Bloomberg Terminal • Finance • Series 7 • Investment Advisory • Back Office • Securities • Investments • General Securities Registered Representa... • Series 63 • Account Reconciliation • Separately Managed Accounts • Sma • Etfs

Industries

Financial Services

Resumes

Dorothy-Ann Phillip Photo 1

Portfolio Administrator

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Location:
New York, NY
Industry:
Financial Services
Work:
Legg Mason Jul 2007 - Jun 2014
Senior Portfolio Associate
Ruane, Cunniff & Goldfarb Jul 2007 - Jun 2014
Portfolio Administrator - Equities
Wachovia Bank Evergreen Investments Mar 2005 - Jun 2007
Senior Portfolio Administrator
Deutsche Bank Aug 2003 - Nov 2004
Loan Administrator ; Portfolio Assistant
Brown Brothers Harriman Aug 2002 - Jul 2003
Reconciliation Specialist
Education:
Binghamton University 1998 - 2002
Bachelors, Finance
Skills:
Asset Management
Equities
Portfolio Management
Wealth Management
Loans
Mutual Funds
Bloomberg
Fixed Income
Bloomberg Terminal
Finance
Series 7
Investment Advisory
Back Office
Securities
Investments
General Securities Registered Representative
Series 63
Account Reconciliation
Separately Managed Accounts
Sma
Etfs
Dorothy-Ann Phillip Photo 2

Dorothy-Ann Phillip Brooklyn, NY

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Work:
Legg Mason Investment Counsel

Jul 2007 to 2000
Senior Portfolio Manager Associate Evergreen Investments
New York, NY
Mar 2005 to Jul 2007
Offit Investment Group -Portfolio Manager Assistant Deutsche Bank
New York, NY
Aug 2003 to Nov 2004
Portfolio Assistant Brown Brothers Harriman
New York, NY
Aug 2002 to Aug 2003
Reconciliation Specialist
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