With work experience over nine years, this expert is currently working at Trinity Financial Advisors which is based in 226 as a Portfolio Administrator. Megan received his education from 2005 to 2007 at the University of Illinois at Chicago. This person is located in Chicago, Illinois. To contact directly with Megan, you can search for their phone or e-mail address or find additional info by requesting access to Megan Keithley's additional details on this webpage.
Name variants:
Meg Keithley
Last updated Jun 06, 2024
Contact Information
Last Update
Jul 12, 2022
Email
mk**@dimeoschneider.com, me**@gmail.com
Location
Chicago, IL
Company
Workplace
Portfolio Administrator
Chicago, IL
Industry
Financial Services, Financial Management
Colleagues
Work History
Portfolio Administrator
541 north Fairbanks Ct SUITE 1060, Chicago, IL 60611
Manage high-net worth client portfolios for Registered Investment Advisor with $200 million assets under management, Prepare for, execute and review all investment trading and money movement...
Feb 1, 2008 — Apr 1, 2015
Manager of Service Associates
500 west Madison St SUITE 1700, Chicago, IL 60661
from 2015
Education
2005 — 2007
2002 — 2004
Occupations
Executive
Manager
Advisor
Professor
School Principal
Accountant
Finance and Accounting Specialist
Operations Manager
School Administrator
Educational Manager
Accounting Bookkeeper
Bookkeeper
Skills
Portfolio Management
Customer Service
Account Management
Team Leadership
Trading
Microsoft Office
Financial Analysis
Banking
Microsoft Excel
Powerpoint
Investments
Management
Analysis
Microsoft Word