David Cormann
Mutual Fund Operations at Lord, Abbett & Co. LLC
- Role
- Mutual Fund Operations at Lord Abbett
- Location
- Jersey City, NJ, US
- LinkedIn followers
- 500 followers
About David Cormann
Experienced Mutual Fund Specialist with over 20 years experience. Strong working knowledge of 40 Act Funds, UCITS, SMA and qualified retirement plans. History of building relationships and supporting broker-dealers, custodians and transfer agencies to improve quality and productivity of work and integrating best practices where appropriate.
Experience
Mutual Fund Operations
Jan 2016 — Present · Jersey City, NJ, US
Education
Manhattan College
Bachelor's degree, Finance, General
1996 — 2000
Skills
- Retirement Planning
- 401k
- Erisa
- Wealth Management
- Business Analysis
- Fixed Income
- Iras
- Asset Management
- Portfolio Management
- Investments
- Series 7
- Investment Strategies
- Alternative Investments
- Financial Services
- Mutual Fund Operations
- Asset Allocation
- Mutual Funds
- Securities
- 401(K) Retirement Savings Plans
- Equities
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