We found the following information about Tina Westman at Index Fund Advisors, Inc., where this person has worked as a Client Services Specialist since 2010. Tina's total work experience is over 19 years, during which time they had at least four jobs at different places to develop skills. Tina studied at the University of Phoenix from 2004 to 2009. Currently, Tina Westman lives in Irvine, California. You can contact with Tina by searching for phone or email or find exhaustive info by requesting access to Tina Westman's additional details.
Name variants:
Albertina Westman,
Augustina Westman,
Celestine Westman,
Christine Westman,
Clementine Westman,
Ernestine Westman,
Justina Westman,
Martina Westman
Last updated Jun 22, 2024
Contact Information
Workplace
Colleagues
Work History
Client Services Specialist
19200 Von Karman Ave SUITE 150, Irvine, CA 92612
Provided support to Investment Advisors.
Experienced working with Institutional platforms (Schwab, Fidelity & TD Ameritrade).
Indepth knowledge of front office (account opening, ACAT/NON-...
Nov 2010 — Sep 2014
Education
2004 — 2009
Occupations
Executive
Operations Manager
Director of Operations
Accountant
Finance and Accounting Specialist
Accounting Bookkeeper
Bookkeeper
Skills
Financial Services
Investments
Portfolio Management
Crm
Management
Trading
Mutual Funds
Securities
Microsoft Excel
Accounting
Equities
Asset Management
Outlook
Bloomberg
Risk Management
FAQs about Tina Westman
What is the main profession of Tina Westman?
This professional's job is Operations Manager
What are the main profession of Tina?
These person's professions are Executive and Operations Manager
Where does Tina Westman currently live?
Irvine, California is the place where Tina Westman lives
Where did Tina Westman work?
The professional worked at Index Fund Advisors, Inc., Afam Capital, Inc..
What education does Tina Westman have?
Tina studied at the University of Phoenix from 2004 to 2009.
What languages does Tina Westman speak?
Tina Westman speaks English.
Are there any industries, that Tina Westman works in?
Tina works in Financial Services industry.
Are there any skills, that Tina Westman has?
Tina has skills in the following areas: Financial Services, Investments, Portfolio Management, Crm, Management, Trading, Mutual Funds, Securities, Microsoft Excel, Accounting, Equities, and Asset Management.