Jahmal Heron
Lead Operations Analyst, Alternative Investment Services
- Role
- Lead Operations Analyst - Alternative Investment Services, Client Processing at BNY
- Location
- Orlando, FL, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Jahmal Heron
Financial services professional with a passion for process improvement and track record…
Experience
Lead Operations Analyst - Alternative Investment Services, Client Processing
Sep 2022 — Present · Orlando, FL, US
Education
University of Central Florida
Bachelor of Science - BS
Skills
- Investments
- Retirement Planning
- Disability Insurance
- Strategic Financial Planning
- Powerpoint
- Microsoft Excel
- Long Term Care Insurance
- Event Planning
- Social Media
- Customer Service
- Iras
- Life Insurance
- Long-Term Care
- Term Life Insurance
- Public Speaking
- Estate Planning
- Leadership
- Microsoft Office
- Sales
- 401k
- Wealth Accumulation
- Microsoft Word
- Financial Planning
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