For over 24 years Lucia Rinaldi worked in different jobs. Recently, Lucia Rinaldi worked as a Operations Specialist in Shufro, Rose & Co., Llc enhancing knowledge. This person graduated from Syracuse University - Martin J. Whitman School of Management where this professional received all the required skills. This expert has all needed skills for job, that is proven by certifications in Finra Series 7 & 63 You can find this expert in Flushing, New York, where he is located nowadays. SoftwareOfficial has all the information you need to contact Lucia Rinaldi, such as this expert's number or email. Send us the request to get more info.
Name variants:
Lucy Rinaldi
Last updated Jun 03, 2024
Contact Information
Last Update
Jun 25, 2022
Email
lr**@shufrorose.com
Location
Flushing, NY
Company
Workplace
Colleagues
Work History
Operations Specialist
New York
In charge of all daily operations including, money movements, opening and closing accounts and account changes. Oversee and Enhance client operations processes.
from Jul 2019
Portfolio Assistant
Worked with CEO on all client relationship projects.
Calculated and facilitated all block trades for client accounts.
In charge of Client service including gifting, responding inquiries, ...
Jun 2009 — May 2019
Senior Portfolio Administrator
Managed all client service operations including opening new accounts, client wire transfers and gifting securities.
Calculated wrap trade modules.
Resolved various issues for institutiona...
Nov 1999 — Mar 2009
Marketing Analyst
Acted as intermediary between venture capital clients and companies that were seeking financing through asset backed bonds.
Mar 1998 — Nov 1999
Portfolio Administrator
600 5Th Ave, New York, NY 10020
In charge of trading 130 client accounts in mutual funds, bonds and equities.
Managed and resolved daily client service requests.
Set up new client accounts and asset allocation spreadshe...
Mar 1995 — Mar 1998
Occupations
Financial Broker
Trader
Capital Markets Professional
Financial Services Sales Agent
Skills
Client Relations
Investments
Trading
Equities
Mutual Funds
Securities
Wealth Management
Portfolio Management
Financial Services
Asset Allocation
Finance
Research
Cash Management
Bonds
Investment Management
Quality Management
Account Reconciliation
Bloomberg
Microsoft Excel
Trading Systems
Client Services
Time Management
Multitasking
Organization Skills
Communication
Factset
Series 7 and 63
Crm Databases
Operations
Wire Transfers
Opening New Accounts
Service Operations
High Net Worth Individuals
Allocations
Client Billing
Interpersonal Communication
Written Communication
Morningstar
Microsoft Office
Microsoft Word
Microsoft Outlook
Equity Research
High Level of Accuracy