David Rodriguez
Investment Services Operations Manager @ Northwestern Mutual and CrossFit Trainer @ East State CrossFit
- Role
- Investment Services Operations Manager at Northwestern Mutual
- Location
- Trenton, NJ, US
- LinkedIn followers
- 500 followers
Experience
Investment Services Operations Manager
Sep 2019 — Present · Princeton, NJ, US
Monitor the overall data administration, office administration and service support functions of the investment operations to enhance productivity and profitability for the network office- Maintain detailed notes and tasks in CRM for operations team and Financial Advisor to track & view at any time- Create investment proposals for managed accounts- Work with clients to complete investment applications for brokerage accounts, annuities, 529 college savings plans and managed accounts- Process all money movements including transfers, distributions, ACH deposits/withdrawals, wires, check deposits/disbursements, direct rollovers- Execute trading for brokerage and advisory accounts- Lead weekly meetings with Financial Advisors to provide status updates on all open investment cases.
Skills
- Trading
- Back Office Operations
- Management
- Risk Management
- Equity Derivatives
- Retail
- Capital Markets
- Finance
- Microsoft Word
- Equities
- Financial Services
- Analysis
- Securities
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