Since 2013, Janette Luis has been working in FRANKLIN TEMPLETON situated 1107, 1107. Janette Luis is a qualified Contractor Proposal Specialist with over 21 years of work experience. According to Janette's CV and work profile, Janette Luis has worked at more than 11 places with diverse backgrounds and gained various skills. Janette attended school at the University of San Francisco from 1996 to 1998. Janette can be found in Greensburg, Pennsylvania – where this professional is currently located. You can search for Janette's email address and phone number. We can also provide you additional contact information upon request.
Name variants:
Janet Luis
Last updated May 24, 2024
Contact Information
Last Update
Jul 10, 2022
Email
ja**@gmail.com, ja**@gmail.com
Location
Greensburg, PA
Company
Workplace
Contractor Proposal Specialist
Colleagues
Work History
Contractor Foreign Exchange Operations Specialist
Concord, CA
Sep 2012 — Aug 2013
Contractor Administrative Assistant for Investment Manager
San Francisco, CA
Jul 2011 — Oct 2011
Client Relationship Investment Analytics Consultant
Alameda, CA
Oct 2006 — Dec 2008
Relationship Banker
Interact with bank customers, handling a wide range of banking transactions, such as cashing checks, accepting deposits, loan payments, and processing withdrawals.
Processing the prolifera...
May 2006 — Aug 2006
Consultant
Held similar responsibilities through 2 separate tenures with firm, reporting directly to company president.
Performed Sarbanes-Oxley (SOX) testing procedures for PeopleSoft, evaluated RFP...
Jan 2004 — Feb 2005
Treasury Analyst
In charge of all daily cash management activities, including account reconciliation, investments, liquidity forecasting and monthly reporting. Provided both internal and external audit supp...
Jun 2000 — Oct 2003
Investment Officer
Planned and directed liquidity management and investment activities for County Treasury, reporting directly to Chief Investment Officer. Served as Portfolio and Liquidity Manager for $1.5 bi...
Jun 1992 — Jun 2000
Trader, Money Market Instruments
Invested funds in short-term instruments that included commercial paper, corporate notes, Treasuries, Agenciw, Euro CDs, and money markets representing daily totals of $12 - $13 billion. Rev...
Feb 1989 — Nov 1991
Education
1996 — 1998
Occupations
Executive
Vice President
Service Manager
Counselor
Accountant
Finance and Accounting Specialist
Financial Broker
Banker
Teller
Chief Executive
Service Operations Expert
Operations Manager
Advisor
Accounting Bookkeeper
Bookkeeper
Financial Services Professional
Financial Services Sales Agent
Skills
Finance
Risk Management
Equities
Cash Management
Fixed Income
Investments
Mutual Funds
Asset Allocation
Treasury Management
Forecasting
Management
Adobe Acrobat/Distiller
Microsoft Office Suites: Outlook
Excel and Word; PowerPoint
FAQs about Janette Luis
What's the main profession of Janette Luis?
Janette is a Contractor Proposal Specialist.
What jobs is Janette Luis a professional at?
Janette Luis is proficient at such jobs as Executive and Vice President.
Where is Janette Luis located?
The expert is currently located in Greensburg, Pennsylvania.
What is Janette Luis's email?
Janette's email is ja**@gmail.com and ja**@gmail.com.
Where did Janette Luis work?
The professional worked at FRANKLIN TEMPLETON, BANK OF AMERICA MERRILL LYNCH.
Where has Janette Luis studied?
Janette studied at the University of San Francisco from 1996 to 1998.
Are there any special industries Janette Luis is connected to?
Janette works in Financial Services industry.
Are there any skills Janette Luis has?
This professional has skills in the following areas: Finance, Risk Management, Equities, Cash Management, Fixed Income, Investments, Mutual Funds, Asset Allocation, Treasury Management, Forecasting, and Management.