New Business Associate - 1035 Exchange Team and New Business Auditor @ (August 2015 - March 2016)
Compliance Analyst @ (May 2006 - December 2014)
Senior Fund Reporting Analyst @ (January 2001 - May 2006)
Fund Reporting Analyst @ (July 1999 - January 2001)
Lead Senior Fund Accountant @ (January 1998 - July 1999)
Customer Service Representative @ (September 1996 - January 1998)
Assistant Bookkeeper @ (January 1994 - September 1996)
Bank Teller @ (October 1992 - September 1996)
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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