Heather Smith
Senior Manager of Precious Metals/Digital Currency, Investment Operations at Equity Trust Company
- Role
- Senior Manager, Investment Operations at Equity Trust Company
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Heather Smith
Senior Manager with 20+ years of leadership experience in financial services and…
Experience
Senior Manager, Investment Operations
Mar 2023 — Present
Education
Kent Island
General
2000 — 2004
Skills
- Internet Banking
- Microsoft Excel
- Powerpoint
- Microsoft Powerpoint
- Financial Risk
- Transaction Processing
- Ach
- Auditing
- Branch Banking
- Loans
- Microsoft Office
- Sales
- Bank Secrecy Act
- Fraud Detection
- Team Building
- Management
- Deposits
- Customer Service
- Iras
- Analysis
- Customer Satisfaction
- Training
- Fraud
- Testing
- Aml
- Time Management
- Operational Risk
- Leadership
- Coaching
- Ofac
- Promissory Notes
- Spreadsheets
- Financial Analysis
- Operational Risk Management
- Investments
- Teamwork
- Banking
- Risk Management
- Retail Banking
- Cash Management
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