Jared Krokoff
Portfolio Specialist at Envestnet, Inc
- Role
- Portfolio Specialist at Envestnet
- Location
- East Providence, RI, US
- LinkedIn followers
- 500 followers
About Jared Krokoff
As a detail-oriented and client-focused professional, I bring a strong foundation in…
Experience
Portfolio Specialist
Apr 2019 — Present · Raleigh, NC, US
Manages large-scale portfolio databases for Registered Investment Advisors (RIAs), ensuring seamless account reconciliation and data validation in a technology-driven environment. Provides comprehensive back-office support for RIA firms, utilizing advanced knowledge of portfolio accounting, performance reporting, and billing solutions. Creates customized financial performance reports and billing solutions, tailored to the unique needs of each advisor. Acts as a Pod Leader, created a recurring staff meeting, driving staff training initiatives and serving as a subject matter expert for corporate action processing, including mergers and spin-offs.
Education
SUNY Oneonta
Bachelor's degree, Mathematics
2011 — 2015
School 7-Oceanside Senior High School
High School Diploma
2007 — 2011
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