Wendy B Email & Phone Number
Manager, Data Operations @ Private Client Resources
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Wendy B Location
- Wilton, CT, US
Wendy B Work
- 2023 -now Manager, Data Operations @
- 2019 -2023 Senior Operations Associate @
- 2018 -2019 Accounting Analyst @
- 2017 -2018 Pricing Analyst @
- 2015 -2017 Senior Analyst @
- 2008 -2015 Fund Analyst @
- 2007 -2008 Accounting Assistant @
- 2006 -2008 Portfolio Accountant @
- 2005 -2006 Fund Accountant @
- 2004 -2005 Receptionist @
- 2003 -2004 Advertising Assistant @
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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