Kyle Carrasquilla
- Role
- Operations Associate at IEQ Capital
- Location
- Orange, CA, US
- LinkedIn followers
- 500 followers
About Kyle Carrasquilla
I am a recent Cal Poly SLO Finance graduate whose primary occupation is as an Operations…
Experience
Operations Associate
Jul 2022 — Present
I currently serve as an Operations Associate at IEQ Capital\'s Foster City office. Some of my current responsibilities include maintaining and reconciling differences between custodians and Customer-Relationship Managers, Customer-Relationship Management Data Entry, processing Managed and Non-Managed Assets Held Away for client portal performance, processing Private Placement Documents for Alternative Investments, and providing improvement suggestions to current operations processes. Additionally, I have been tasked with becoming familiar with various investment fund portals for client statements, Microsoft Excel, Addepar, and Salesforce.
Education
California Polytechnic State University-San Luis Obispo
Bachelor's degree, Business Administration and Management
2018 — 2022
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