Ross W. Email
Broker-Dealer Operations Administrator @ BCG Securities
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Ross W. Location
- Philadelphia, PA, US
Ross W. Work
- Broker-Dealer Operations Administrator @ (September 2026 - Present)
- Front Office Data Control, Associate @ (September 2024 - May 2026)
- Brokerage and Orders Associate @ (August 2022 - September 2023)
- Client Relationship Associate @ (April 2021 - August 2022)
- Mutual Fund Income Analyst @ (June 2018 - February 2021)
- Mutual Fund Trade Analyst @ (October 2015 - June 2018)
- Client Relationship Specialist @ Vanguard through Randstad (April 2014 - September 2015)
- Client Relationship Associate @ Vanguard through Randstad (December 2013 - April 2014)
Ross W. Education
- Saint Joseph's University
Master's Degree (M.S. in Education)
- University of Arizona
Bachelor's Degree (Political Science major, History minor)
Ross W. Skills
- Account Reconciliation
- Analysis
- Back Office Operations
- Bloomberg
- Client Services
- Customer Service
- Dividends
- ETFs
- Equities
- Financial Analysis
- Financial Training
- Individual Retirement Accounts (IRA)
- Legal Research
- Microsoft Excel
- Mutual Funds
- Problem Solving
- QuickBooks
- Trading
Ross W. Summary
- Ross W., based in Philadelphia, PA, US, is currently a Broker-Dealer Operations Administrator at BCG Securities. Ross W. brings experience from previous roles at State Street, Vanguard and SEI. Ross W. holds a Master's Degree in M.S. in Education @ Saint Joseph's University. With a robust skill set that includes Account Reconciliation, Analysis, Back Office Operations, Bloomberg, Client Services and more.
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