Robert Mclean has been working as a Senior Fund Accountant at Reliance Trust Company since 2018. Furthermore, the person has an employment history at more than four companies in the related field. Robert has a total work experience of 15+ years. Robert Mclean studied at the St. John's University from 2014 to 2017. This person has the following certificates: Cpa (Parts Passed) and Ms Accounting (Honors). Currently the person lives in New York, New York region. Find this professional's current e-mail and phone through SoftwareOfficial search.
Name variants:
Bob Mclean,
Bobbie Mclean,
Bobby Mclean,
Dob Mclean,
Rob Mclean,
Robbie Mclean,
Robby Mclean,
Robin Mclean,
Bert Mclean,
Bertie Mclean
Last updated Jun 16, 2024
Contact Information
Workplace
Senior Fund Accountant
Atlanta, GA
Industry
Financial Services
Colleagues
Work History
Senior Fund Accountant
1100 Abernathy Rd SUITE 400, Atlanta, GA 30328
Daily trained a team of 6 on Reliance Fund accounting procedures
Daily checked accountants work
Perform the calculation of daily Net Asset Values (“NAVs”) for Collective Investment Trusts...
from Nov 2018
Investment Accountant
667 Madison Ave, New York, NY 10065
In today’s technologically focused world it’s important to leverage tools to automate processes. Since I started my position at Loews I have streamlined the daily accounting work, which incr...
Dec 1, 2006 — Jul 2018
Senior Fund Accountant
I completed financial statements and quarterly reports.
Jan 2005 — Dec 2006
Mutual Fund Accountant
90 Hudson St, Jersey City, NJ 07302
I calculated and entered all investment data that produced the daily NAV (net asset value).
2000 — 2002
Education
2014 — 2017
1994 — 1998
Occupations
Executive
Assistant Vice President
Manager
Accountant
Fund Accountant
Security
Certified Public Accountant
Vice President
Chief Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Equities
Financial Modeling
Business Analysis
Data Analysis
Financial Services
Finance
Due Diligence
Accounting
Microsoft Office
Banking
Business Strategy
Financial Analysis
Microsoft Excel
Risk Management
Strategic Financial Planning
Financial Risk
Mergers and Acquisitions
Management Consulting
Financial Statements
Investments
Portfolio Management
Mutual Funds
Bloomberg
Financial Reporting
Fixed Income
Financial Accounting
Supervisory Skills
Hedge Funds
Leadership
Management
Securities
Valuation
Internal Controls
Asset Management
Auditing
Account Reconciliation
Microsoft Powerpoint
Microsoft Word
Taxation
General Ledger
Sarbanes Oxley Act
Accounts Payable and Receivable
FAQs about Robert Mclean
What's the main profession of Robert Mclean?
The expert is a Fund Manager and Assistant Vice President.
What are the profession of Robert?
These person's professions are Executive and Assistant Vice President
Where does Robert Mclean live?
Robert Mclean currently lives in New York, New York.
How many companies did Robert Mclean work at?
The professional worked at four jobs.
What education does Robert Mclean have?
Robert studied at the St. John's University from 2014 to 2017.
Are there any professional certifications, that Robert Mclean has?
This expert received the following certifications: Cpa (Parts Passed) and Ms Accounting (Honors).
What is the industry that Robert Mclean worked in?
This person works in Investment Management industry.
Are there any special skills, that Robert Mclean has?
This person has such skills as Equities, Financial Modeling, Business Analysis, Data Analysis, Financial Services, Finance, Due Diligence, Accounting, Microsoft Office, and Banking.