John Larsen
Investment Operations Analyst | Applied and Computational Mathematics Graduate | Economics Graduate
- Role
- Investment Operations Analyst at Crewe Advisors
- Location
- Provo, UT, US
- LinkedIn followers
- 500 followers
About John Larsen
Inclusive leader with a strong work ethic that has delivered results in academics…
Experience
Investment Operations Analyst
Jun 2025 — Present · Salt Lake City, UT, US
I support the operational side of wealth management by ensuring accuracy, efficiency, and clarity in investment processes. My work includes portfolio reconciliation, performance reporting, and cash management, as well as collaborating with advisors to deliver a seamless client experience. I leverage my background in economics, applied mathematics, and data analysis to streamline workflows, solve complex problems, and strengthen the connection between financial strategy and execution.
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