Colleen Doherty

COO Operations Analyst at Wells Fargo

Role
COO Operations Analyst at Wells Fargo
Location
Chicago, IL, US
LinkedIn followers
500 followers

About Colleen Doherty

As a recent graduate from the University of Missouri-Columbia, I am currently working as…

Experience

  1. COO Operations Analyst

    Wells Fargo

    Jul 2024 — Present · St Louis, MO, US

    Process and review daily commission reports that are concerned with fees and commissions that violate a company trading policy -Daily communication with Financial Advisors, trading groups, and colleagues in regard to servicing the clients/financial advisors based on the data received daily, weekly, and monthly-Advanced use of Microsoft databases, internal company programs, macros, and more in collaboration with the data received-Experience with mutual funds in the Fee-Billing space - processing weekly/monthly reports through the use of various applications

Education

  • Trinity Catholic High School, St. Louis

    High School Diploma, High School Studies

  • University of Missouri-Columbia

    Bachelor of Science in Business Administration - BSBA, Business Administration (Finance & Banking Emphasis)

  • University of Missouri-Columbia

    Bachelor of Science - BS, Economics

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Colleen Doherty — COO Operations Analyst at Wells Fargo in Chicago, IL, US | Unifers