Paul Morlock Email & Phone Number
Assistant Vice President, Fund Operations @ PPB Capital Partners
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Paul Morlock Location
- Riverton, NJ, US
Paul Morlock Work
- 2024 -now Assistant Vice President, Fund Operations @
- 2020 -2023 Vice President Operations @
- 2018 -2020 Operations Manager @
- 2014 -2018 Wealth Platform Operations Supervisor @
- 2012 -2014 Wealth Platform Operations Specialist @
- 2011 -2012 Global Mutual Funds Specialist @
- 2010 -2011 Mutual Fund Trading Specialist @
- 2010 -2010 Client and Professional Services Representative @
- 2009 -2010 Mutual Fund Trading Specialist (Supervisor) @
- 2008 -2009 Mutual Fund Trading Senior Analyst @
- 2006 -2008 Mutual Fund Trading Analyst @
- 2005 -2006 Client Services Coordinator @ Sterling Medical Services
- 2004 -2004 Financial Service Registered Representative @
- 2003 -2004 Assistant Manager @
Paul Morlock Education
- Saint Joseph's University
Masters of Business Administration (Finance, General)
2005-2009 - La Salle University
Bachelor of Science Degree, Business Administration (Business Management / Management Information Systems)
1998-2002
Paul Morlock Skills
- Team Building
- Contact Centers
- Team Management
- Organizational Leadership
- Mutual Funds
- Investments
- Microsoft Excel
- Risk Management
- Analysis
- Financial Operations
- Financial Services
- Banking
- Business Analysis
- Financial Analysis
- Securities
- Strategic Financial Planning
- Wealth Management
- Finance
- Agile Testing
- Agile Methodologies
- Project Management
- PowerPoint
- Microsoft Word
- Microsoft Office
- Access
- Visio
- Salesforce Lightning
- Customer Service
- Management
- Skilled Multi-tasker
- Creative Problem Solving
- Teamwork
- Easily Adaptable
- Supervisory Skills
- Coaching
- Interviewing
- Interpersonal Skills
- Soft Skills
- Employee Training
- Leadership
- Team Leadership
- Process Improvement
- Procedure Creation
- Procedure Review
- Employee Benefits
- Multi-task & Handle High-volume Workloads
- OnBase
- High Level Of Accuracy
- SOC 1
- Operations Management
Paul Morlock Summary
- Paul Morlock, based in Riverton, NJ, US, is currently a Assistant Vice President, Fund Operations at PPB Capital Partners. Paul Morlock brings experience from previous roles at PCS, LLC and SEI. Paul Morlock holds a 2005 - 2009 Masters of Business Administration in Finance, General @ Saint Joseph's University. With a robust skill set that includes Team Building, Contact Centers, Team Management, Organizational Leadership, Mutual Funds and more. Paul Morlock has 3 emails and 1 mobile phone numbers on RocketReach.
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