Adam Dobin Email & Phone Number
Investment Operations Specialist @ JAG Capital Management, LLC
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Adam Dobin Location
- St. Louis, MO, US
Adam Dobin Work
- Investment Operations Specialist @ (December 2021 - Present)
- Vice President - Application Services @ (March 2020 - October 2021)
- Systems Administrator @ Tortoise Capital Advisors (September 2019 - March 2020)
- Systems Manager @ (April 2017 - September 2019)
- Portfolio Administrator @ FAMCO MLP, A Division of Advisory Research, Inc. (August 2013 - April 2017)
- Portfolio Analyst @ (December 2010 - August 2013)
- Account Administrator @ (February 2006 - December 2010)
- Quality Control Agent @ First American Equity (June 2002 - November 2005)
Adam Dobin Education
- University of Pittsburgh
Bachelor of Business Administration (B.B.A.) (Finance and Marketing)
1997-2001
Adam Dobin Skills
- Asset Management
- Customer Service
- Financial Analysis
- Investment Advisory
- Investments
- Microsoft Excel
- Microsoft Office
- Mutual Funds
- Portfolio Management
- Retirement
- Retirement Planning
- Strategic Financial Planning
- Wealth Management
Adam Dobin Summary
- Adam Dobin, based in St. Louis, MO, US, is currently a Investment Operations Specialist at JAG Capital Management, LLC. Adam Dobin brings experience from previous roles at TortoiseEcofin, Tortoise Capital Advisors, Advisory Research Investment Management and FAMCO MLP, A Division of Advisory Research, Inc.. Adam Dobin holds a 1997 - 2001 Bachelor of Business Administration (B.B.A.) in Finance and Marketing @ University of Pittsburgh. With a robust skill set that includes Asset Management, Customer Service, Financial Analysis, Investment Advisory, Investments and more. Adam Dobin has 1 emails on RocketReach.
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