Ina Toderita Email & Phone Number
Director of Operations @ Venturi Private Wealth
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Ina Toderita Location
- United States
Ina Toderita Work
- 2024 -now Director of Operations @
- now
- 2017 -2024 Director Of Operations @
- 2016 -2024 Operations Manager @
- 2013 -2015 Client Training Services @
- 2011 -2013 Margin Specialist @
- 2006 -2011 Mutual Fund Accounting Analyst @
Ina Toderita Education
- Crummer Graduate School of Business at Rollins College
MBA (Management, Finance)
2008-2010 - UCF College of Business
Bachelor of Arts (B.A.) (Finance, General)
2004-2006
Ina Toderita Skills
- Strategic Communications
- Product Management
- Technology Solutions
- Public Speaking
- Presentations
- Critical Thinking
- Communication
- Continuous Improvement
- Analytical Skills
- Budgeting
- Employee Training
- Employee Learning & Development
- Strategic Planning
- Project Planning
- Leadership
- Team Leadership
- Cross-functional Team Leadership
- Team Building
- Change Management
- Team Management
- Team Motivation
- Coaching
- Project Implementation
- Software Implementation
- Operations Management
- Business Process Improvement
- Management
- Client Services
- Client Education
- Wealth Management Services
- Financial Analysis
- Finance
- Financial Modeling
- Wealth Management
- Financial Reporting
- Investments
- Banking
- Project Management
- Business Analysis
- Managerial Finance
- Process Improvement
- Training
- Course Creation
- Investment Advisory
- Broker-Dealer
- Brokerage
- Financial Services
- PowerPoint
- Driven By Results
- Customer Relations
- Analysis
- Microsoft Excel
- Broker Dealer
Ina Toderita Summary
- Ina Toderita, based in United States, is currently a Director of Operations at Venturi Private Wealth. Ina Toderita brings experience from previous roles at Venturi Private Wealth, Balentine and Pershing, a BNY Mellon company. Ina Toderita holds a 2008 - 2010 MBA in Management, Finance @ Crummer Graduate School of Business at Rollins College. With a robust skill set that includes Strategic Communications, Product Management, Technology Solutions, Public Speaking, Presentations and more. Ina Toderita has 2 emails and 2 mobile phone numbers on RocketReach.
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Ina Toderita
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