Rosemarie Puldon
Director SMA Trading & Operations at Schwab Asset Management
- Role
- Director Sma Trading and Operations at Charles Schwab
- Location
- Naples, FL, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
About Rosemarie Puldon
Experienced Director of Middle Office Client Services with a demonstrated history of…
Experience
Director Sma Trading and Operations
Oct 2022 — Present · Naples, FL, US
Education
Rockhurst College
Master of Business Administration (MBA), Finance
1998
Florida International University
Bachelor's degree, Accounting
1992
Skills
- Mutual Funds
- Fixed Income
- Team Management
- Fund of Funds
- Corporate Actions
- Derivatives
- Transition Management
- Back Office
- Account Reconciliation
- Team Leadership
- Process Improvement
- Equities
- Fund Accounting
- Settlement
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