2015 -
2016 New Business Associate - 1035 Exchange Team and New Business Auditor @
2006 -
2014 Compliance Analyst @
2001 -
2006 Senior Fund Reporting Analyst @
1999 -
2001 Fund Reporting Analyst @
1998 -
1999 Lead Senior Fund Accountant @
1996 -
1998 Customer Service Representative @
1994 -
1996 Assistant Bookkeeper @
1992 -
1996 Bank Teller @
Anna Monroe Education
Bentley University
Bachelor's degree (Accounting)
1992
-
1996
Anna Monroe Skills
Financial Analysis
Fixed Income
Valuation
Financial Services
Process Improvement
Investments
Bloomberg
Asset Management
Business Analysis
Anna Monroe Summary
Anna Monroe, based in Bow, NH, US, is currently a Shareholder Reporting Senior Manager at Fidelity Investments. Anna Monroe brings experience from previous roles at Fidelity Investments and Lincoln Financial Group. Anna Monroe holds a 1992 - 1996 Bachelor's degree in Accounting @ Bentley University. With a robust skill set that includes Financial Analysis, Fixed Income, Valuation, Financial Services, Process Improvement and more. Anna Monroe has 2 emails and 1 mobile phone numbers on RocketReach.
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