James Trait Email & Phone Number
Senior Specialist-Investment and Trade Services - Alts Core Ops @ Franklin Templeton
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James Trait Location
- Nashua, NH, US
James Trait Work
- 2024 - now Senior Specialist-Investment and Trade Services - Alts Core Ops @
- 2013 - 2024 Senior Business Analyst, Corporate Actions @
- 2009 - 2012 Assistant Vice President - Corporate Actions @
- 2007 - 2009 Assistant Vice President - Corporate Actions Manager @
- 2006 - 2007 Corporate Actions Manager @
- 2004 - 2006 Corporate Actions Supervisor @
- 1999 - 2004 Custody Reconcilements Supervisor @
- 1997 - 1999 Custody Reconcilement Specialist @
- 1996 - 1997 Trade Control Specialist @
James Trait Education
- Hartwick College
BA
James Trait Skills
- Auditing
- Distribution
- Specifications
- Accounting
- Accounting Issues
- Fixed Income
- Infrastructure
- Client Service Oriented
- Retail
- System Development
- Resources
- Settlement
- Networking
- Portfolio Management
- Escalation
- Voluntary
- Derivatives
- Checklists
- Client Services
- Bloomberg
- Business Analysis
- Records
- Communication
- Process Improvement
- SAS
- Analysts
- Oversight
- Financial Services
- Equities
- Account Reconciliation
- Mutual Funds
- Operations
- Billing
- Securities
- Repository
- Training
- Liaison
- Analytical Skills
- Appraisals
- Confirmation
- Outsourcing
- Trading
- Isd
- Corporate Actions
- Services
- Brokers
- Reconcilement
- Income
- Custodians
- Institutional
- Hedge Funds
- Investment Management
- Pricing
- Global Operations
James Trait Summary
- James Trait, based in Nashua, NH, US, is currently a Senior Specialist-Investment and Trade Services - Alts Core Ops at Franklin Templeton. James Trait brings experience from previous roles at Putnam Investments, Wellington Management Company, LLP and State Street. James Trait holds a BA @ Hartwick College. With a robust skill set that includes Auditing, Distribution, Specifications, Accounting, Accounting Issues and more. James Trait has 3 emails and 2 mobile phone numbers on RocketReach.
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