With work experience over 41 years, Lorraine is now working at Sontag Advisory that is located in 4 as a Director of Operations. Lorraine received his education at the English Language Institute College of Staten Island Cuny. This expert has certifications in : Advent Back Office Professional Certification, Advent Performance Measurement Certification, and NYS Real Estate Licence. Lorraine S Macleod can be found in New York, New York. To contact directly Lorraine, you can look for their phone or e-mail address or receive full info by requesting access to Lorraine S Macleod's additional details through SoftwareOfficial.
Name variants:
Lorrain Macleod,
Loraine Macleod,
Lora Macleod,
Lori Macleod,
Lorie Macleod,
Lorrie Macleod
Last updated Jun 04, 2024
Contact Information
Last Update
Jun 22, 2022
Email
lm**@sontagadvisory.com
Location
New York, NY
Company
Workplace
Colleagues
Work History
Senior Account Administrator
360 Park Ave south, New York, NY 10022
Administrative Duties:
Maintain portfolio investment accounting through the Advent Professional Portfolio,
specifically Axys3, & Moxy.
Reconciliation and review of 240 advisory accounts,...
Mar 1999 — Jan 2001
Operations Manager and Senior Administrator
200 Business Park Dr SUITE 300, Armonk, NY 10504
Jun 1987 — Oct 1998
Operations Manager/Senior Administrator
New York, NY
Jun 1987 — Oct 1998
Education
Occupations
Executive
Director of Operations
Sales Specialist
Account Service Manager
Operations Manager
Client Service Officer
Customer Service
Skills
Portfolio Management
Trading
Investments
Alternative Investments
Fixed Income
Mutual Funds
Asset Management
Banking
Bloomberg
Securities
FAQs about Lorraine S Macleod
What's the main profession of Lorraine S Macleod?
Lorraine S Macleod is a Director of Operations.
What are the main profession of The professional?
These person's professions are Executive and Director of Operations
Where is Lorraine S Macleod located?
Lorraine is currently located in New York, New York.
What is Lorraine's email?
The expert's email is lm**@sontagadvisory.com.
Where did Lorraine S Macleod work?
Lorraine S Macleod worked at Sontag Advisory, Bear Stearns.
Where has Lorraine S Macleod studied?
Lorraine studied at the English Language Institute College of Staten Island Cuny.
What are the certifications of Lorraine S Macleod?
This expert received the following certifications: Advent Back Office Professional Certification, Advent Performance Measurement Certification, NYS Real Estate Licence, and NYS Notary Public.
What are the awards Lorraine S Macleod received?
Lorraine S Macleod received awards and these awards are: Phi Theta Kappa, Alfa Beta Gamma, and Dean's List - SUNY Farmingdale.