David Corle Email & Phone Number
Vice President of Mutual Fund Processing @ Benefit Trust Company
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David Corle Location
- Lenexa, KS, US
David Corle Work
- Vice President of Mutual Fund Processing @ (July 2024 - Present)
- Senior Client Relationship Specialist @ SS&C Technologies formerly DST Systems (September 2013 - Present)
- Client Relations Specialist @ SS&C Technologies formerly DST Systems (August 2005 - September 2013)
- Client Specialist @ (January 2022 - July 2024)
- Senior Mutual Fund Representative @ BFDS Midwest formerly National Financial Data Services (September 2000 - May 2005)
David Corle Education
- Johnson County Community College
Associate’s Degree (Business Administration and Management, General)
1993-1995 - The University of Kansas
Bachelor’s Degree (Business Administration and Management, General)
- The University of Kansas
Bachelor’s Degree (Economics)
David Corle Skills
- 401k
- Access
- Alternative Investments
- Analysis
- Asset Management
- Banking
- Business Analysis
- Business Intelligence
- Business Process Improvement
- CRM
- Call Centers
- Client Relations
- Client Services
- Customer Relationship Management (CRM)
- Customer Service
- Equities
- Finance
- Financial Analysis
- Financial Planning
- Financial Services
- Fixed Income
- Insurance
- Investments
- Leadership
- Management
- Marketing
- Microsoft Office
- Mutual Funds
- Portfolio Management
- Process Improvement
- Program Management
- Project Management
- Relationship Management
- Requirements Analysis
- Retirement
- Retirement Planning
- Risk Management
- Sales
- Securities
- Software Development
- Software Documentation
- Software Project Management
- Strategic Planning
- Team Building
- Team Leadership
- Testing
- Time Management
- Training
- Vendor Management
- Wealth Management
- Customer Relationship Management Crm
- Customer Relationship Management
David Corle Summary
- David Corle, based in Lenexa, KS, US, is currently a Vice President of Mutual Fund Processing at Benefit Trust Company. David Corle brings experience from previous roles at SS&C Technologies formerly DST Systems, National Advisors Trust Company and BFDS Midwest formerly National Financial Data Services. David Corle holds a 1993 - 1995 Associate’s Degree in Business Administration and Management, General @ Johnson County Community College. With a robust skill set that includes 401k, Access, Alternative Investments, Analysis, Asset Management and more. David Corle has 2 emails and 2 mobile phone numbers on RocketReach.
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