Mohammed Irfan Email & Phone Number
Associate Director of Operations @ Vernal Point Advisors
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Mohammed Irfan Location
- Richmond, TX, US
Mohammed Irfan Work
- Associate Director of Operations @ (January 2025 - Present)
- Financial Operations Associate @ (November 2021 - January 2025)
- Operations Analyst and Senior Associate @ Hightower Trust Services, LTA (June 2018 - November 2021)
- Fund Accountant @ (August 2017 - May 2018)
- FA Trade Operations Specialist @ (May 2016 - August 2017)
- Operations Specialist @ (August 2015 - January 2016)
- Pricing Specialist, Associate II @ (October 2012 - July 2015)
- Accounts Payable Clerk @ (September 2012 - July 2013)
Mohammed Irfan Education
- UMass Boston
Bachelor of Science (Finance and Financial Management Services)
2009-2014
Mohammed Irfan Skills
- Credit Card Transaction Processing
- Wire Transfers
- Cash Management
- Bank Reconciliation
- ACH Payments
- Addepar
- Tamarac
- Salesforce.com
- Mathematics
- Business Communications
- Bi-lingual in English and Urdu
- Excellent people skills
- Microsoft Word
- Excel
- PowerPoint
- ProSystem fx Tax
- ProSystem fx Document
- ProSystem fx Engagement
- XCM Solutions
- Microsoft Excel
- Access
- Accounting
- Sales
- Bi Lingual In English
- Data Analysis
- Finance
- Microsoft Office
- Bi Lingual In English And Urdu
- Time Management
- Customer Service
- Financial Analysis
- QuickBooks
- Teamwork
- Analytical Skills
- Problem Solving
- Accounts Payable
Mohammed Irfan Summary
- Mohammed Irfan, based in Richmond, TX, US, is currently a Associate Director of Operations at Vernal Point Advisors. Mohammed Irfan brings experience from previous roles at Vernal Point Advisors, Hightower Trust Services, LTA, Salient and Invesco Ltd.. Mohammed Irfan holds a 2009 - 2014 Bachelor of Science in Finance and Financial Management Services @ UMass Boston. With a robust skill set that includes Credit Card Transaction Processing, Wire Transfers, Cash Management, Bank Reconciliation, ACH Payments and more. Mohammed Irfan has 2 emails and 1 mobile phone numbers on RocketReach.
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