Stephanie Roundy Email & Phone Number
US Operations Supervisor @ Envision Financial Systems, Inc.
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Stephanie Roundy Location
- Arvada, CO, US
Stephanie Roundy Work
- US Operations Supervisor @ (July 2020 - Present)
- Investment Operations of Mutual Funds @ (May 2014 - May 2019)
- Investment Operations Supervisor @ Great West Financial Services Inc (April 1999 - May 2014)
- Account Administrator @ Resources Trust (April 1998 - March 1999)
- Accounting Clerk @ (May 1997 - April 1998)
Stephanie Roundy Education
- University of Colorado at Denver
(Accounting and Finance)
Stephanie Roundy Skills
- Account Reconciliation
- Accounting
- Accounts Receivable
- Finance
- Financial Reporting
- Insurance
- Mutual Funds
- Investments
- Strategic Financial Planning
- Credit
- Financial Modeling
- Financial Services
- Tax
- Bloomberg
- Equities
- Securities
- Fixed Income
- Banking
Stephanie Roundy Summary
- Stephanie Roundy, based in Arvada, CO, US, is currently a US Operations Supervisor at Envision Financial Systems, Inc.. Stephanie Roundy brings experience from previous roles at ICON Advisers, Great West Financial Services Inc, Resources Trust and Sherman & Howard L.L.C.. Stephanie Roundy holds a University of Colorado at Denver. With a robust skill set that includes Account Reconciliation, Accounting, Accounts Receivable, Finance, Financial Reporting and more. Stephanie Roundy has 2 emails and 1 mobile phone numbers on RocketReach.
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