Wendy B Email & Phone Number
Manager, Data Operations @ Private Client Resources
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Wendy B Location
- Wilton, CT, US
Wendy B Work
- Manager, Data Operations @ (April 2023 - Present)
- Senior Operations Associate @ (May 2019 - April 2023)
- Accounting Analyst @ (October 2018 - May 2019)
- Pricing Analyst @ (June 2017 - October 2018)
- Senior Analyst @ (June 2015 - April 2017)
- Fund Analyst @ (July 2008 - June 2015)
- Accounting Assistant @ (September 2007 - July 2008)
- Portfolio Accountant @ (October 2006 - July 2008)
- Fund Accountant @ (January 2005 - January 2006)
- Receptionist @ (January 2004 - January 2005)
- Advertising Assistant @ (January 2003 - January 2004)
Wendy B Education
- University of Connecticut
Master of Business Administration (MBA) (Accounting and Finance)
2016-2020 - Northeastern University
Bachelor's degree (Finance)
2000-2005
Wendy B Skills
- Regulatory Compliance
- Fund Administration
- Market Research
- Corporate Actions
- Account Reconciliation
- Confluence
- Jira
- Data Analysis
- Fund Accounting
- Hedge Funds
- Asset Management
- Investments
- Financial Services
- Fixed Income
- Microsoft Excel
- Valuation
- Financial Reporting
- Microsoft Office
- Social Media
- Customer Service
Wendy B Summary
- Wendy B, based in Wilton, CT, US, is currently a Manager, Data Operations at PCR Financial Aggregation. Wendy B brings experience from previous roles at Private Client Resources, Family Office, Rockit Solutions, LLC and Commonfund. Wendy B holds a 2016 - 2020 Master of Business Administration (MBA) in Accounting and Finance @ University of Connecticut. With a robust skill set that includes Regulatory Compliance, Fund Administration, Market Research, Corporate Actions, Account Reconciliation and more. Wendy B has 3 emails and 2 mobile phone numbers on RocketReach.
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