Sandra Email & Phone Number
Institutional Client Administrator @ Allegiant Asset Management
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Sandra Location
- Cleveland, OH, US
Sandra Work
- 2007 -now Institutional Client Administrator @
- 2003 -2007 Senior Auditor, Bank Officer @
Sandra Education
- Cleveland State University
MBA
2004-2006 - Ohio University
BBA (Triple Major: Finance, HR, Pre-Law)
1999-2003 - Lakota West High School
Sandra Skills
- Banking
- Fund Administration
- Auditing
- Microsoft Excel
- Portfolio Management
- Omni
- Fiduciary
- Executor
- Branch Management
- Derivatives
- Advancement
- Finance
- Treasury Management
- Foreign Exchange
- Mainframe
- Business Administration
- Third Party
- Pension Funds
- Benchmarking
- Management
- Delta
- General Ledger
- Funding
- Access Lists
- CRM
- PowerPoint
- Monitors
- Accounting
- Human Resources
- Execution
- Seminars
- Training Sessions
- System
- Training Seminars
- Relationship Management
- Strategy
- Complexity
- Risk Analysis
- Risk Management
- Asset Management
- Training
- Customer Service
- Progression
- Wills
- Conferences
- Loans
- Written
- Estate Administration
- Pre Law
- Pensions
- Yahoo
- Majors
- Applications
- Endowments
- Communication
- Evidence
- Bank Reconciliation
- Strategic Planning
- Labor Relations
- Segregation of Duties
- Regulatory Requirements
- Microsoft Access
- Degrees
- Ohio
- New Hires
- Marketing
- Credit
- Project Planning
- SAP XI
- Sarbanes Oxley Act
- Small Business
- Training Programs
- Computer Proficiency
- Responsibility
- Internal Audit
- Customer Experience
- Six Sigma
- Policies and Procedures
- Cohesive
- Rotation
- Executive Management
- Trust
- Lotus Notes
- Investments
- FASB
- Visio
- Compliance
- Field Testing
- Securities
- Microsoft Word
- Internal Controls
- Interviews
- Decision Making
- Trustee
- Staff Development
- Risk
- Meetings
- Trust Operations
- Recruiting
- Evaluation
- Consumer
- Coordinate
Sandra Summary
- Sandra, based in Cleveland, OH, US, is currently a Institutional Client Administrator at Allegiant Asset Management. Sandra brings experience from previous roles at National City Bank. Sandra holds a 2004 - 2006 MBA @ Cleveland State University. With a robust skill set that includes Banking, Fund Administration, Auditing, Microsoft Excel, Portfolio Management and more. Sandra has 2 emails and 1 mobile phone numbers on RocketReach.
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