Marvin Claude Email & Phone Number
Portfolio Operations Analyst @ Tobias Financial Advisors
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Marvin Claude Location
- Miami, FL, US
Marvin Claude Work
- Portfolio Operations Analyst @ (March 2025 - Present)
- Client Service Specialist @ (July 2023 - February 2025)
- Index Operations Analyst @ (November 2020 - May 2023)
Marvin Claude Education
- Florida International University
Bachelor's degree (Finance, General)
2016-2020
Marvin Claude Skills
- Ad Hoc Analysis
- Analytical Skills
- Analytics
- Analyzation
- Attention to Detail
- Auditing
- Basic Accounting
- Business
- Business Planning
- Client Relations
- Communication
- Computer Literacy
- Confidentiality
- Critical Thinking
- Customer Experience
- Customer Service
- Customer Service Management
- Data Analysis
- Data Analytics
- Data Entry
- Data Integrity
- Financial Analysis
- Financial Statements
- Fixed-Income Investing
- Interpersonal Skills
- Leadership
- Management
- Market Data
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft Power BI
- Microsoft PowerPoint
- Microsoft Word
- Operational Excellence
- Organization Skills
- Pivot Tables
- Problem Solving
- Product Knowledge
- Python (Programming Language)
- Quantitative Analytics
- Quantitative Research
- SQL
- Skilled Multi-tasker
- Spreadsheets
- Time Management
- VBA Excel
- VLOOKUP
- Workload Prioritization
- Written Communication
Marvin Claude Summary
- Marvin Claude, based in Miami, FL, US, is currently a Portfolio Operations Analyst at Tobias Financial Advisors. Marvin Claude brings experience from previous roles at Tobias Financial Advisors and Indxx. Marvin Claude holds a 2016 - 2020 Bachelor's degree in Finance, General @ Florida International University. With a robust skill set that includes Ad Hoc Analysis, Analytical Skills, Analytics, Analyzation, Attention to Detail and more. Marvin Claude has 1 emails and 1 mobile phone numbers on RocketReach.
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