Judie Altman's Location
Arlington, TX, US
Judie Altman's Work
- Vice President and Senior Portfolio Manager @ SS&C Advent
- Office Coordinator and Member of the Community Advisory Council @ Literacy Instruction for Texas (LIFT)
- Business Consultant @ The RWC Group
- Senior Vice President @ US Trust, Bank of America Private Wealth Management
- Board Member @ Literacy Instruction for Texas (LIFT)
- Vice President @ Bank of America
- Vice President, Trust Officer and Portfolio Manager @ Security Pacific Investment Managers
Judie Altman's Education
- State University of New York College at Cortland
Bachelor of Arts (BA) (Elementary Education and Teaching)
- UCLA
Professional Certificate (Bank Management)
Judie Altman's Skills
- Asset Managment
- Mortgage Lending
- Investments
- Brokerage
- Strategic Financial Planning
- Trust Management
- Real Estate Project Management
- Client Liaison
- Mentoring
- Team Building
Judie Altman's Summary
Judie Altman, based in Arlington, TX, US, is currently a Vice President and Senior Portfolio Manager at SS&C Innovest, bringing experience from previous roles at Literacy Instruction for Texas (LIFT) - Volunteer, The RWC Group, US Trust, Bank of America Private Wealth Management and Literacy Instruction for Texas (LIFT). Judie Altman holds a Bachelor of Arts (BA) in Elementary Education and Teaching @ State University of New York College at Cortland. With a robust skill set that includes Asset Managment, Mortgage Lending, Investments, Brokerage, Strategic Financial Planning and more, Judie Altman contributes valuable insights to the industry. Judie Altman has 1 email on RocketReach.
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