Michael Barlow Email & Phone Number
Senior Business Analyst @ SS&C Innovest
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Michael Barlow Location
- Chapel Hill, NC, US
Michael Barlow Work
- Senior Business Analyst @ (February 2024 - Present)
- Trust Administration Senior Business Analyst @ (February 2024 - Present)
- System Analyst @ (April 2021 - February 2024)
- Wealth Transformational Operations (TOPS) Program Analyst @ (August 2022 - January 2024)
- Wealth Transformational Operations (TOPS) Leadership Development Program Analyst @ (August 2022 - August 2023)
- Wealth Investment Operations Analyst @ (May 2021 - January 2024)
- Retirement and institutional Services Investment Systems Analyst @ (July 2018 - August 2021)
- System Analyst @ BB&T/Truist Wealth (August 2018 - April 2021)
- Shift Supervisor @ (May 2011 - October 2020)
- Shift Supervisor @ Buffaloe Lanes Family Entertainment Centers (May 2011 - March 2020)
- Operational Specialist @ Franklin Street Partners (October 2017 - July 2018)
- Operations Specialist @ Franklin Street Partners (September 2016 - July 2018)
Michael Barlow Education
- Campbell University
BBA in Trust and Wealth Management (May 2015) (Minor in financial planning)
2012-2015
Michael Barlow Skills
- APX
- Account Reconciliation
- Accounting
- Advent
- Analytical Skills
- Auditing
- BA/BE studies
- Bank Reconciliation
- Business Analysis
- Business Communications
- Business Requirements
- Cash Handling
- Cash Posting
- Client Billing
- Client Prospecting
- Communication
- Corporate Actions
- Covered Bonds
- Cross-functional Collaborations
- Customer Service
- Data Analysis
- Databases
- Depository Operations
- Error Correcting Codes
- Finance
- Financial Analysis
- Financial Planning
- Financial Reporting
- Foreign Exchange (FX) Options
- Full-Charge Bookkeeping
- IT Business Analysis
- Interviewing Subject Matter Experts
- Investments
- Investor Reporting
- Leadership
- Managed Accounts
- Management
- Microsoft Access
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft SQL Server
- Microsoft Word
- Month-End Close Process
- Multi-agent Systems
- Operational Improvement
- Operational Risk Management
- Portfolio Analysis
- PowerPoint
- Problem Solving
- Product Evolution
- Project Management
- Public Speaking
- Putting the Customer First
- Reconciling Reports
- Relationship Building
- Requirements Analysis
- Research
- Retirement
- SEI Trust 3000
- SQL
- Salesforce Analytics
- Salesforce.com
- SharePoint
- Solution-oriented
- Teamwork
- Technical Support
- Transaction Experience
- Unsecured Loans
- User Acceptance Testing
- WAMP
- Wealth Accumulation
- Wealth Management Services
- Wealth Transfer
- Web-based Reporting
- Windows Desktop Administration
- Windows Vista
- Work Alone
- Workflow Applications
- Zero Defects
Michael Barlow Summary
- Michael Barlow, based in Chapel Hill, NC, US, is currently a Senior Business Analyst at SS&C Innovest. Michael Barlow brings experience from previous roles at SS&C Black Diamond Wealth Solutions and Truist Wealth. Michael Barlow holds a 2012 - 2015 BBA in Trust and Wealth Management (May 2015) in Minor in financial planning @ Campbell University. With a robust skill set that includes APX, Account Reconciliation, Accounting, Advent, Analytical Skills and more. Michael Barlow has 2 mobile phone numbers on RocketReach.
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