Cory Jackmuff
Operations Manager at BLBB Advisors
- Role
- Operations Manager at Blbb Advisors
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Cory Jackmuff
Financial Services Professional | Asset Allocation & Portfolio Management Implementation…
Experience
Operations Manager
Sep 2016 — Present · Montgomeryville, PA, US
Lead portfolio management implementation by integrating asset allocation strategies with trading operations to ensure seamless execution across multiple custodians.Oversee portfolio modeling, rebalancing, trading, and billing processes, ensuring data integrity and alignment with investment objectives.Design and implement workflows that efficiently incorporate fixed income, alternative investments, and derivatives into client portfolios.Manage vendor and business partner relationships, optimizing technology platforms and service provider integrations to enhance operational efficiency.Coordinate both the Trading & Portfolio Management Department and the Client Service Department, ensuring consistent and effective processes that drive positive client outcomes.Customize and enhance CRM and portfolio management systems to improve internal efficiencies and provide better decision-making tools for advisors.Spearhead process improvements and automation initiatives, reducing risk and increasing scalability in portfolio operations.Engage in industry leadership and professional development, applying insights from HIFON, the COO Society, Pershing Next Leadership Forum, and BlackRock Executive Leader Lab to drive best practices and innovation within the firm.For more information about our services, visit
Education
Rowan University
Master of Business Administration - MBA
Gettysburg College
Bachelor of Arts - BA
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