Wesley Cullinane Email & Phone Number
Portfolio Operations Manager @ Heritage Wealth Advisors
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Wesley Cullinane Location
- Richmond, VA, US
Wesley Cullinane Work
- Portfolio Operations Manager @ (January 2025 - Present)
- Portfolio Analyst @ (April 2024 - December 2024)
- Senior Associate @ (October 2023 - April 2024)
- Associate @ (December 2022 - September 2023)
- Investment Operations Analyst @ (March 2022 - December 2022)
- Head of Trading and Assistant Operations Manager @ (January 2016 - August 2018)
- Head of Trading and Operations Associate @ (January 2013 - December 2015)
- Trader and Operations Assistant @ (February 2012 - December 2012)
- Canvass Team Leader @ Join Joanna Rees for Mayor 2011 (August 2011 - November 2011)
- Equity Coordinator and Investment Administrator @ Capital Analysts of New England, Inc. (August 2007 - August 2011)
Wesley Cullinane Education
- Bentley University
Bachelor of Science (Major: Finance; Minor: English)
2007
Wesley Cullinane Skills
- Business Process Improvement
- Canvassing
- Client Services
- Compliance Management
- Customer Relationship Management (CRM)
- Data Management
- Equity Trading
- Financial Services
- Investment Advisory Services
- Investment Analysis
- Investment Management
- Investments
- Microsoft 365 Copilot
- Microsoft Office
- Microsoft SQL Server
- Multitasking
- Operational Due Diligence
- Operations Management
- Performance Reporting
- Portfolio Management
- Portfolio Risk Management
- Presentations
- Procedure Development
- Quality Control
- Reporting & Analysis
- Research Skills
- Trading
- Trading Systems
- Transact-SQL (T-SQL)
- Workflow Management
Wesley Cullinane Summary
- Wesley Cullinane, based in Richmond, VA, US, is currently a Portfolio Operations Manager at Heritage Wealth Advisors. Wesley Cullinane brings experience from previous roles at Heritage Wealth Advisors and Mangham Associates, Inc.. Wesley Cullinane holds a Bachelor of Science in Major: Finance; Minor: English @ Bentley University. With a robust skill set that includes Business Process Improvement, Canvassing, Client Services, Compliance Management, Customer Relationship Management (CRM) and more. Wesley Cullinane has 3 emails and 2 mobile phone numbers on RocketReach.
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Wesley Cullinane
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