Eli Friedman Email & Phone Number
Fund Custody Account Manager @ U.S. Bank
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Eli Friedman Location
- Kenosha, WI, US
Eli Friedman Work
- Fund Custody Account Manager @ (March 2021 - Present)
- Investment Operations Specialist @ (November 2020 - March 2021)
- Client Service Adminstrator @ (October 2014 - March 2019)
- Investment Associate @ (April 2014 - October 2014)
- Wealth Management Associate @ (August 2013 - January 2014)
- Intern @ Rosenthal Wealth Management (January 2013 - April 2013)
- Employee @ (May 2010 - December 2012)
Eli Friedman Education
- Trinity International University
Bachelor's degree (General Business)
2009-2013 - Christian Life High School 2005-2009
Eli Friedman Skills
- Account Management
- Administration
- Administrative Assistance
- Auditing
- Banking
- Business Relationship Management
- Client Facing
- Client Services
- Customer Service
- Data Analysis
- Dispute Resolution
- Documentation
- Event Planning
- Financial Analysis
- Financial Reporting
- Financial Statements
- Fixed Income Analysis
- Fund of Funds (FOF)
- Global Strategy
- Investment Banking
- Leadership
- Management
- Market Research
- Marketing
- Marketing Strategy
- Microsoft Excel
- Microsoft Word
- Operational Planning
- Photoshop
- PowerPoint
- Problem Solving
- Public Speaking
- Research
- Risk Management
- Sales
- Social Media
- Social Media Marketing
- Subscription Documents
- Teamwork
- Workflow Tracking and Prioritization
Eli Friedman Summary
- Eli Friedman, based in Kenosha, WI, US, is currently a Fund Custody Account Manager at u.s. Bank. Eli Friedman brings experience from previous roles at u.s. Bank, Strategic Wealth Partners (Swp), Saxony Securities, Inc. and Zacks Investment Management. Eli Friedman holds a 2009 - 2013 Bachelor's degree in General Business @ Trinity International University. With a robust skill set that includes Account Management, Administration, Administrative Assistance, Auditing, Banking and more. Eli Friedman has 2 emails and 1 mobile phone numbers on RocketReach.
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