Caitlin Ross
Operations Manager for Offshore and Domestic Mutual Funds and AIP
- Role
- Operations Manager at StoneX Group Inc.
- Location
- Birmingham, AL, US
- LinkedIn followers
- 500 followers
About Caitlin Ross
Manager of the Offshore and Domestic Mutual Funds operations department at StoneX group inc. which specializes in end to end processing of offshore mutual fund operations. I plan and oversee departmental conversions, changes in processes, account structure changes, accuracy of trading, dividend payments, mergers, cash and share settlement, transfers, and more while cross training staff and working closely with reps and other departments. Skilled in SQL (JOINS, UNIONS, linked servers, CTE) and have an Excel background (pulling queries, formulas, Macros (some VBA)). I commonly reconcile dealing and client accounts. Actively volunteer at the Greater Birmingham Humane Society and the chair of the Social Events Committee helping plan events that partner with local businesses to raise money and awareness.
Experience
Operations Manager
Jan 2025 — Present · Birmingham, AL, US
Education
The University of Alabama
Business, Finance, minor in News Media and Computer Science
2018 — 2023
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