Glen Elezi Email & Phone Number
Director of Investment Operations @ Independence Financial Partners
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Glen Elezi Location
- Boston, MA, US
Glen Elezi Work
- 2023 -now Director of Investment Operations @
- 2020 -2023 Investment Analyst @ TW Financial Group
- 2016 -2019 Senior Compliance Associate @
- 2013 -2016 Portfolio Accountant @
- 2008 -2012 E4- Transportation Specialist - 88N @ US Army
Glen Elezi Education
- University of Phoenix
Master of Business Administration - MBA (Business Administration and Management, General)
2011-2013 - Universiteti i Tiranës
Bachelor of Science - BS (Economics)
1999-2003
Glen Elezi Skills
- Fundamental Analysis
- Portfolio Management
- ETFs
- Mutual Funds
- Fixed-Income Investing
- Equity Trading
- Customer Relationship Management (CRM)
- Ycharts
- Morningstar
- Account Reconciliation
- Financial Reporting
- Accounting
- Financial Analysis
- Financial Accounting
- General Ledger
- Internal Controls
- Auditing
- Financial Statements
- Accounts Payable
- Sarbanes-Oxley Act
- Finance
- Corporate Finance
- Analysis
- Cash Flow
- Analytical Skills
- Data Analysis
- Economics
- Management Accounting
- Corporate Financial Reporting
- U.S. Securities and Exchange Commission (SEC)
- CFTC
- CRD
- Investment Company Act
- 1940 Act
- Compliance Testing
- series 7
- Thomson One
- Portfolio Performance Analysis
- Fixed Income
- Derivatives
- Structured Notes
Glen Elezi Summary
- Glen Elezi, based in Boston, MA, US, is currently a Director of Investment Operations at Independence Financial Partners. Glen Elezi brings experience from previous roles at TW Financial Group, State Street, BNY Mellon and US Army. Glen Elezi holds a 2011 - 2013 Master of Business Administration - MBA in Business Administration and Management, General @ University of Phoenix. With a robust skill set that includes Fundamental Analysis, Portfolio Management, ETFs, Mutual Funds, Fixed-Income Investing and more. Glen Elezi has 1 emails and 1 mobile phone numbers on RocketReach.
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Glen Elezi
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