John Larsen

Investment Operations Analyst @Crewe Advisors

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.