Karl A Pierce is a high-level professional, that works in Wageworks main office of which is in 1107. as a Manager Treasury Operations since 2017. Karl A Pierce has earned professional experience in more than nine positions at various companies. Karl A Pierce went to the University of Illinois at Chicago and got education from 1984 to 1987. Karl A Pierce has the following qualifications: Certified Treasury Professional, General Securities Representative, and General Securities Principal Examination. Phoenix, Arizona is the area, where this expert was known to settle. Their email address and phone number are accessed through SoftwareOfficial by request.
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Carl Pierce
Last updated May 30, 2024
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Financial Operations Manager
Bethesda, MD
Manage a diverse group of 25 financial analysts and specialists in administering consumer directed benefits including flexible spend (FSA), health reimbursement accounts (HRA) and health sa...
from Nov 2015
Managing Director Municipal Bonds
New York, NY
Established the municipal trading and underwriting department and trained the operations department as well as the institution sales force on the process of how to clear and sell Municipals...
Dec 2012 — 2013
Chief Financial Officer
Worked harmoniously with the CEO, CCO, COO and the Board of Directors. Managed all back office employees of the company as well as co-managed the production team. Produced monthly, quarterly...
Aug 2006 — Aug 2012
Vice President, Municipal Trading
1420 5Th Ave SUITE 3300, Seattle, WA 98101
Opened Intermountain-West regional office;
National short-term municipal bond trader.
Jan 2005 — Jul 2005
Vice President, Municipal Trading and Underwriting
1420 5Th Ave SUITE 4300, Seattle, WA 98101
Opened Intermountain-West regional office in Utah and managed 6 sales people and trading assistants. Establish a short-term municipal bond presence. Trained institutional sales force as wel...
Jun 2000 — Jan 2005
Vice President Municipal Bond Trader and Underwriter
1 south Main St SUITE 700, Salt Lake City, UT 84133
Acted as a national short-term municipal bond trader and the underwriter of all Municipal Note Deals. Immediately increased profitability of trading desk by establishing short-term market pr...
Feb 1998 — Jun 2000
Municipal Bond Broker's Broker
Traded municipal bonds in all regions of the country, specializing in Midwest, Southwest, and High Yield sectors of the market. Developed and maintained relationships with both retail and i...
Sep 1992 — Feb 1998
Manager, Portfolio Accounting Services
Managed $2.5 billion Safekeeping and bond trading operations department (4300 customers)
Recruited by the Capital Markets group to become the manager of a 10-employee
back office team
Hi...
Mar 1987 — Sep 1992
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Accountant
Finance and Accounting Specialist
Operations Manager
Director of Operations
Analysts
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Accounting Bookkeeper
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Financial Analysis
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Municipal Bond Trading
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Cash Management
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Strategic Planning
Analysis
Sales
Financial Services
Finra
Series 7
Bloomberg
Due Diligence
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