Gabriel Carbone
Operations Specialist at Chilton Capital Management - #1 Ranked RIA firm in Houston | MSF Florida State Alum | Excel Certified | Trilingual in Spanish and Portuguese | Marching Chief | Proficient in Tableau and Power BI
- Role
- Operations Specialist at Chilton Capital Management Llc
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Gabriel Carbone
After graduating from Florida State University with my Master\'s in finance in four years,…
Experience
Operations Specialist
Chilton Capital Management Llc
Oct 2024 — Present · Houston, TX, US
Liaised with custodians to coordinate money movement transactions and resolve any account-related issues, enhancing client service and operational efficiency.•Oversee client portfolio operations, ensuring seamless execution of portfolio adjustments, timely client reporting, and proactive handling of investment strategy updates and account maintenance.•Supported operational functions by managing software upgrades, conducting data audits, and optimizing workflow processes to improve efficiency and ensure compliance.•Maintained and audited client data, ensuring accuracy and adherence to industry standards while facilitating smooth portfolio performance verification.
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