Roy H. Email & Phone Number
Sr Manager, Financial Operations @ Edelman Financial Engines
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Roy H. Location
- United States
Roy H. Work
- 2023 -now Sr Manager, Financial Operations @
- 2022 -2023 Operations Manager @
- 2017 -2022 Manager, Investment and Compliance @ Herrmann & Cooke Wealth Management
- 2017 -2017 Manager, Payroll and Stock Plans @
- 2014 -2017 Portfolio Accountant and Trade Operations @ Herrmann & Cooke Wealth Management
- 2012 -2014 Associate @ Highperlink
- 2014 -2014 Business Development Analyst Intern @
Roy H. Education
- Saint Mary’s college of California
Bachelor’s Degree (Graduated with Honors in Financial Services, Minored in Economics and Mathematics.)
Roy H. Skills
- Leadership
- Redblack Rebalancing and Trading Software
- PowerPoint
- Creativity
- Data Analysis
- Engineering
- Strategy
- Morningstar Principia Cams Client Account Management System
- Team Oriented
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Project Coordination
- Critical Thinking
- Time Management
- Customer Service
- Financial Analysis
- Goal Oriented
- Budgets
- Task Management
- Social Services
- Health Sciences
- Project Management
- Analytics
- Access
- Redblack
- Morningstar Principia Cams
Roy H. Summary
- Roy H., based in United States, is currently a Sr Manager, Financial Operations at Edelman Financial Engines. Roy H. brings experience from previous roles at Edelman Financial Engines, Herrmann & Cooke Wealth Management and SoFi. Roy H. holds a Bachelor’s Degree in Graduated with Honors in Financial Services, Minored in Economics and Mathematics. @ Saint Mary’s college of California. With a robust skill set that includes Leadership, Redblack Rebalancing and Trading Software, PowerPoint, Creativity, Data Analysis and more. Roy H. has 2 emails and 1 mobile phone numbers on RocketReach.
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