• Broker-Dealer Operations Specialist

    Guardian Life (New York, NY)
    …internal partners on various functions including advisor as portfolio manager , multi-account/strategy proposals, and trading methodologies + Proactively and ... and organizational skills + Proficiency in Outlook, Microsoft Word, Excel, and PowerPoint + Experience in the managed account space, specifically with Envestnet… more
    Guardian Life (07/08/25)
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