With work experience over seven years, Jonathan is nowadays working at Lateef Investment Management as a Operations Associate. Jonathan received his education from 1999 to 2003 at the University of Florida. This person lives in San Francisco, California. To contact Jonathan, you can look for their phone or e-mail address or find additional information by requesting access to their further details on this webpage.
Name variants:
Jon Chang,
Jonny Chang
Last updated May 28, 2024
Contact Information
Last Update
Jul 12, 2022
Email
jo**@yahoo.com
Location
San Francisco, CA
Company
Workplace
Colleagues
Work History
Operations Assistant
San Rafael
• Oversaw trade reconciliation and reviewed daily activity for 106 accounts with $200 million in assets under management.
• Monitored dividend and bond interest payments to make sure the co...
Oct 2010 — Mar 2012
Cost Basis Associate -Operations
• Analyzed security reports from Trust Accounting System and compared with data at Charles Schwab. Supervised the reconciliation of discrepancies between data reports for over 500 accounts....
Aug 2007 — Feb 2009
Cash Adjustments Processor
• Supervised the administration of nationwide residential loans ranging from $10,000 to over $1,000,000.
• Assisted multiple mortgage departments in maintaining accurate loan accounts and ad...
Apr 2005 — Jun 2007
Tax Associate
• Completed an extensive income tax course that involved 11 weeks of tax preparation instructions plus four weeks of training.
• Provided careful planning to help clients achieve their finan...
Sep 2004 — Apr 2005
Education
1999 — 2003
Occupations
Executive
Manager
Operations Associate
Custodian
Operations Manager
Custodial Worker
Cleaners
Skills
Finance
Financial Accounting
Portfolio Management
Access
Accounting
Financial Analysis
Account Reconciliation
Accounts Payable
Equities
Fixed Income
Financial Statements
Internal Audit
Leadership
Invoicing
Securities
Microsoft Office
Training