Since 2018, Amy Haffermehl has been working in Level Ats situated None, None. Amy Haffermehl is an experienced Office Manager with over 16 years of work experience. According to Amy's CV and work profile, this expert has worked at more than nine companies with diverse backgrounds and gained different skills. Amy attended school at the Wellesley High School. Amy can be found in Boston, Massachusetts – where the professional is currently located. Find this person's current phone number and email with SoftwareOfficial search.
Name variants:
Aimee Haffermehl,
Amie Haffermehl
Last updated May 18, 2024
Contact Information
Last Update
Jul 6, 2022
Email
am**@levelats.com, ah**@gmail.com, ha**@emersonim.com
Location
Boston, MA
Company
Workplace
Colleagues
Work History
Client Service Associate
1 Winthrop Sq, Boston, MA 02110
Client Service Associate at Emerson Investment Management
Feb 2013 — Jul 2015
Client Service Manager
Provided service, operational, and trading support to Managed Account clients of National Financial, Fidelity Family Office Services, and Fidelity Institutional Wealth Services
Directly su...
Oct 2010 — Oct 2011
Trading and Operations
2 International Pl, Boston, MA 02110
Communicate with Chief Investment Officer (CIO) daily to implement time sensitive trades for portfolios
Primary trader for 5 sponsor relationships with 5000+ accounts, multiple trading pla...
Mar 2008 — Sep 2010
Trading and Operations
Responsible for trading multi-strategy, multi-manager assets totaling $770 million
Implemented and maintained Asset Allocation for 500+ clients
Executed Purchases, Distributions, and Exch...
Mar 2004 — Jul 2008
Trade Settlement
Ensured the timely and accurate settlement of all trades, including: confirmed trade details with brokers via the Globe Settlement Program and resolved open trade issues with custodian bank...
2001 — 2004
Sales Assistant
Reported to two brokers, responsible for $150 million in client assets
Performed transactional reporting to money managers on managed accounts
Served as sales point-of-contact for clients...
Jan 1999 — Jan 2001
Sales Assistant
New York, NY
Reported to six brokers responsible for managing over $50 million dollars in client assets
Performed daily account transfers and maintenance
Addressed client concerns regarding account ac...
Jan 1998 — Jan 1999
Education
Occupations
Office Assistant
Accountant
Finance and Accounting Specialist
Supporting Member
Office Clerk
Clerical Specialist
Accounting Bookkeeper
Bookkeeper
Team Member
Skills
Private Equity
Financial Analysis
Due Diligence
Relationship Management
Finra
Investment Banking
Etfs
Financial Markets
Teamwork
Options
Research
Equity Trading
Bonds
Microsoft Excel
Series 24
Bloomberg Terminal
Risk Management
Series 6
Insurance
Trading Systems
FAQs about Amy Haffermehl
What's the main profession of Amy Haffermehl?
The expert is a Office Manager.
What jobs is Amy proficient at at?
The expert is proficient at Office Assistant jobs.
Where is Amy Haffermehl located?
The professional is located in Boston, Massachusetts.
Does Amy Haffermehl have the email address?
am**@levelats.com and ah**@gmail.com is Amy Haffermehl's email address.
Where did Amy Haffermehl work?
Amy Haffermehl worked at Level Ats, Emerson Investment Management.
Where has Amy Haffermehl studied?
Amy studied at the Wellesley High School.
What is professional industry that Amy Haffermehl worked in?
This person works in Financial Services industry.
Are there any professional skills, that Amy Haffermehl has?
Amy Haffermehl has skills in the following areas: Private Equity, Financial Analysis, Due Diligence, Relationship Management, Finra, Investment Banking, Etfs, Financial Markets, Teamwork, Options, and Research.