Michael Sheinis
Portfolio Operations Specialist @AssetMark
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WORK HISTORY
Portfolio Operations Specialist @AssetMark
Adhesion Wealth Advisor Solutions) • Improving upon current processes boosting our team’s efficiency. • Keen attention to detail mitigating errors daily through quality control. • Quick and persistent ability to adapt and multitask daily. • Teaching new team members our daily processes and Excel skills to improve team efficiency. • Reconciling transactions in Vestmark’s system to ensure accuracy and mitigate risk. • Account Reconciliation • SQL
EDUCATION
Walker College of Business at Appalachian State University
Bachelor of Science in Business Administration, Finance & Banking; Risk Management & Insurance
Appalachian State University
Bachelor's degree, Finance & Banking; Risk Management & Insurance
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