Monica Wolfe Email & Phone Number
Senior Portfolio Operations Analyst @ Wells Fargo Asset Management
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Monica Wolfe Location
- Oconomowoc, WI, US
Monica Wolfe Work
- 2025 -now Senior Portfolio Operations Analyst @
- 2014 -2024 Engineering and Technology - IT Business Systems Analyst and Engineer @ Allspring Global Investments (formerly Wells Fargo Asset Management)
- 2014 -2024 Engineering and Technology - IT Business Systems Engineer @ Allspring Global Investments (formerly Wells Fargo Asset Management)
- 2012 -2014 Mutual Fund Administrator and Compliance Officer @
- 2007 -2012 Sr. Investment Operations Specialist @
- 2002 -2007 Sr. Mutual Fund Accounting Specialist @
- 1996 -2002 Investment Statistics Analyst and Mutual Fund Accounting Specialist @ Strong Capital Management
Monica Wolfe Education
- University of Wisconsin-Platteville
Bachelor of Science (BS) (Finance & Marketing)
- DePaul University
(Accounting)
Monica Wolfe Skills
- PowerPoint
- Pam
- CPA
- Adobe
- PeopleSoft
- Fixed Income
- SWIFT messaging
- Lotus Notes
- Portfolio Management
- Investments
- Bloomberg
- FactSet
- Lipper
- Business Objects
- Microsoft Office
- Microsoft Access
- Microsoft Word
- Microsoft Excel
- Asset Management
- CMS
- Xsp Corp Actions System
- Quasaraccess
- Windows 7
- Pas/Dst
- Merrill Nsar
- Omgeo Oasys
- Confluence
- Global One
- Business Systems
Monica Wolfe Summary
- Monica Wolfe, based in Oconomowoc, WI, US, is currently a Senior Portfolio Operations Analyst at Allspring Global Investments (formerly Wells Fargo Asset Management). Monica Wolfe brings experience from previous roles at Allspring Global Investments (formerly Wells Fargo Asset Management), U.S. BANCORP FUND SERVICES, LIMITED and Northwestern Mutual. Monica Wolfe holds a Bachelor of Science (BS) in Finance & Marketing @ University of Wisconsin-Platteville. With a robust skill set that includes PowerPoint, Pam, CPA, Adobe, PeopleSoft and more. Monica Wolfe has 1 emails and 2 mobile phone numbers on RocketReach.
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