Top Portfolio Administrators in Greater Chicago Area
Duncan Sattler
Contractor
Greater Chicago Area
Contractor
Rep Assistant
Estate Manager
Instructor
Adjunct Instructor of Economics
Agent
Financial Representative
Portfolio Administrator
Assistant Professor and Business Content Lead
DePaul University - Charles H. Kellstadt Graduate School of Business
North Park University
New Holstein High School
Recommendations: 8
Investments
Financial Analysis
Asset Managment
Insurance
Strategic Financial Planning
Fixed Annuities
Series 7
Retirement Planning
d****[email protected]
Kimberly Adams
Real Estate Consultant
Greater Chicago Area
Real Estate Consultant
Licensed Real Estate Consultant
Portfolio Administrator II
Licensed Realtor
Senior Loan Officer
Captain Quartermaster Officer
Professional CNS Specialty Representative
Onsite UPS Supervisor
Chicago Association of Realtors
Chicago State University
Bethune Cookman College
Whitney M. Young High School
Southern Illinois University, Carbondale
Recommendations: 5
First Time Home Buyers
Residential
Contract Negotiation
REO
Home
Project Management
Train the Trainer
Facilitator
k****[email protected]
k****[email protected]
Nils Dauburs
Sr. Analyst
Greater Chicago Area
Sr. Analyst
CLO Securitization Analyst
CDO Portfolio Administrator
Pricing Consultant
Construction Project Planner
University of the Pacific - Eberhardt School of Business
Recommendations: 0
Analysis
Financial Analysis
Strategic Planning
Market Research
Microsoft Excel
Microsoft Office
Social Media
PowerPoint
n****[email protected]
Matheu Martell
Portfolio Administrator
Greater Chicago Area
Portfolio Administrator
CDO Portfolio Administrator
Accountant
Tax Assistant
Mercer University
Recommendations: 0
Banking
CDO
Portfolio Management
Credit Analysis
Loan Servicing
Bonds
Microsoft Excel
Reporting & Analysis
m****[email protected]
Kristin Horne
Portfolio Administrator & Asset Manager
Greater Chicago Area
Portfolio Administrator & Asset Manager
Sales and Marketing Coordinator
Program Manager
Publicist
Branding and Marketing Intern
University of Illinois at Chicago
Purdue University
Recommendations: 0
Certified Lead Renovator
Real Estate License
Media Relations
Nonprofits
Event Planning
Community Development
Program Management
Leadership
k****[email protected]
Laura Albert
Sales Executive- S&P Capital IQ
Greater Chicago Area
Sales Executive- S&P Capital IQ
Portfolio Administrator
University of Toledo
Recommendations: 0
Fixed Income
Contract Negotiation
Client Development
New Business Development
Salesforce.com
Securities
Portfolio Management
CRM
l****[email protected]
Michele CFP®
Investment Associate
Greater Chicago Area
Investment Associate
Financial Advisor Associate
Partner, Chief of Staff
Partner, Senior Relationship Manager, Family Office Services
Partner, Senior Wealth Advisor
Relationship Manager / Private Client Service Manager
Senior Portfolio Administrator
Northwestern University - Kellogg School of Management
The George Washington University
Recommendations: 0
r****[email protected]
Karin Callahan
Membership Coordinator (Part-time)
Greater Chicago Area
Membership Coordinator (Part-time)
Portfolio Administrator
Specialist Project/Program SR
Clerk SR
Harper College
Fenton High School
Recommendations: 0
Telecommunications
Cross-functional Team Leadership
Product Management
Project Management
Wireless
Microsoft Office
Microsoft Excel
Microsoft Word
s****[email protected]
Amit Pareenja
Trust Operations Specialist, Senior
Greater Chicago Area
Trust Operations Specialist, Senior
CDO Portfolio Administrator II
CDO Portfolio Administrator
Student Finance Analyst
Inventory Management Intern
Purdue University
Recommendations: 0
Portfolio Management
Trade Settlement
Middle Office
Fixed Income
Investments
Account Reconciliation
Trade Services
Client Services
a****[email protected]
Christine Hough
Daptiv Project Portfolio Administrator
Greater Chicago Area
Daptiv Project Portfolio Administrator
Customs Compliance Specialist
Raw Substance Steward
Product Data Coordinator- Air Care
SAP) Data Coordinator
Asset Procurement Coordinator
IT Asset Analyst
Routing & Translations Administrator
Recommendations: 0
Microsoft Office
Software Documentation
Visio
SAP
Outlook
Cross-functional Team Leadership
Microsoft Excel
Customer Service
i****[email protected]
James Han
Trader
Greater Chicago Area
Trader
Sales Manager, Financial Planner, Sales Associate
Portfolio Administrator, Loan Officer
DePaul University
Illinois State University
CFA Level II candidate
Recommendations: 0
Derivatives
Fixed Income
Portfolio Management
Commercial Banking
Sales
Economics
Quantitative Analysis
Alternative Investments
j****[email protected]
Jeffery Ramirez
Associate Attorney
Greater Chicago Area
Associate Attorney
Portfolio Administrator
Law Clerk
Tax Preparer
Intern
DePaul University College of Law
DePaul University
Recommendations: 0
Accounting
Tax
Investments
High Net Worth Individuals
Financial Analysis
Financial Planning
Portfolio Management
j****[email protected]
