Thomas Valente Email & Phone Number
Vice President, Portfolio Surveillance @ Parametric
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Thomas Valente Location
- Kirkland, WA, US
Thomas Valente Work
- 2024 -now Vice President, Portfolio Surveillance @
- 2022 -2024 Portfolio Surveillance Officer @
- 2019 -2021 Senior Compliance Analyst @
- 2018 -2019 Foreign Exchange Trade Support Group - Officer @
- 2017 -2018 Electronic Foreign Exchange Client Onboarding - Officer @
- 2015 -2017 Foreign Exchange Operations - Senior Associate @
- 2014 -2015 Client Operations - Associate II @
- 2013 -2014 Expense and Budgeting Associate - Part-Time Employee @
- 2013 -2013 Financial Reporting - Intern @
- 2012 -2013 Corporations and Foundations Database Administrator @
- 2012 -2013 Sales Representative @
- 2012 -2012 Client Operations - Intern @
- 2012 -2012 Wealth Management Client Services - Intern @
Thomas Valente Education
- Boston University
(Finance and Law Concentrations, Psychology Minor, Cum Laude)
Thomas Valente Skills
- Compare
- Market
- Financial Data
- Expenses
- Draft
- Sales
- Undergraduate
- Data Entry
- Annual Fund
- Concentrations
- Students
- Market Research
- Finance
- Opening New Accounts
- Driving
- Executive Positions
- Client Accounts
- Business Administration
- Work Ethic
- Truck
- Entrepreneurship
- Furniture
- Broken
- Legal
- Devise
- Formulas
- Management
- Financial Statements
- Confirmation
- Science
- Funding
- Maintenance And Repair
- SAR
- Spanish
- Leadership
- Corporate Records
- PowerPoint
- Boston
- Public Speaking
- Accounting
- Detail Oriented
- Valuation
- Photoshop
- Bloomberg
- English
- Reports
- Strategy
- Microsoft Office
- Able To Multi Task
- Microsoft Excel
- Powder
- Editing
- Customer Service
- Teamwork
- Research
- Corporate Relations
- Financial Markets
- Social Media
- Corporate Finance
- Retail
- Event Planning
- Data Analysis
- Social Housing
- Management Accounting
- Modeling
- Frozen Food
- Expense Reports
- Institutions
- Operations
- Macro
- Marketing
- Social Networking
- Critical Thinking
- Time Management
- Vitamins
- Bodybuilding
- SEC Regulations
- Media
- Mch
- Responsibility
- Regulations
- Clubs
- Blogging
- Investments
- Academic
- Fitness
- Patient Outcomes
- Pivot Tables
- Wealth Management
- Compliance
- Outlook
- Psychology
- Microsoft Word
- Social Media Marketing
- Decision Making
- Financial Reporting
- Lookups
- Problem Solving
- Databases
Thomas Valente Summary
- Thomas Valente, based in Kirkland, WA, US, is currently a Vice President, Portfolio Surveillance at Parametric. Thomas Valente brings experience from previous roles at Parametric and State Street. Thomas Valente holds a Boston University. With a robust skill set that includes Compare, Market, Financial Data, Expenses, Draft and more. Thomas Valente has 3 emails and 1 mobile phone numbers on RocketReach.
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