Maria Rosario Aguirre is a high-skilled professional, working in Bingham, Osborn & Scarborough main office of which is in 1096. as a Client Associate from 2018. Maria Rosario Aguirre has earned professional experience in more than ten positions at different companies. Maria Rosario Aguirre went to the University of the Philippines and received education there. San Francisco, California is the area, where this person was known to settle. This person's email address and phone are easily accessed through this website on demand.
Name variants:
Mary Aguirre
Last updated Jun 05, 2024
Contact Information
Last Update
Jul 5, 2022
Email
ch**@cs.com
Location
San Francisco, CA
Company
Bingham, Osborn & Scarborough, Llc
Workplace
Client Associate
Work History
Client Associate
345 California St SUITE 1100, San Francisco, CA 94104
from Dec 2018
Client Service Specialist
580 California St SUITE 1900, San Francisco, CA 94104
Sep 2015 — Nov 2018
Head Trader and Senior Associate Portfolio Manager
700 Larkspur Landing Cir SUITE 126, Larkspur, CA 94939
Jul 2008 — Feb 2015
Operations Manager
700 Larkspur Landing Cir SUITE 126, Larkspur, CA 94939
Jan 2007 — Jun 2008
Operations Analyst
245 Lytton Ave SUITE 300, Palo Alto, CA 94301
Aug 2001 — Dec 2003
Assistant Portfolio Manager
700 Larkspur Landing Cir SUITE 126, Larkspur, CA 94939
Sep 1996 — Aug 2001
Director of Religious Education For High School and Confirmation Program
1 Peter Yorke Way, San Francisco, CA 94109
Sep 1995 — Sep 1997
Occupations
Supporting Member
Team Member
Skills
Portfolio Administration
Client Services
Investment Operations
Trading
Database Management
Administrative Support
Block Trading
Trade Settlement
Liaison With Brokers and Custodians
Advent and Moxy User
Account Reconciliaton
Quarterly Reporting
Client Billing
Management Fee Reconciliation
Gain and Loss Reporting
Cost Basis Reconciliation
Composite Maintenance
Compliance Support
Writing Policies and Procedures
Client Onboarding and New Account Opening
FAQs about Maria Rosario Aguirre
What is the main profession of Maria Rosario Aguirre?
Maria is a Client Associate.
What jobs is Maria proficient at at?
Maria Rosario Aguirre is a professional such jobs as Supporting Member.
Where does Maria Rosario Aguirre currently live?
They currently lives in San Francisco, California.
Does the expert have the email address?
ch**@cs.com is Maria Rosario Aguirre's email address.
Where did Maria Rosario Aguirre work?
Maria Rosario Aguirre worked at Bingham, Osborn & Scarborough, Llc, Osborne Partners Capital Management, Llc.
Where has Maria Rosario Aguirre studied?
Maria studied at the University of the Philippines.
What is professional industry that Maria Rosario Aguirre is connected to?
This person works in Investment Management industry.
Are there any skills, that Maria Rosario Aguirre has?
Maria has such skills as Portfolio Administration, Client Services, Investment Operations, Trading, Database Management, Administrative Support, Block Trading, and Trade Settlement.