Teresa Lee
Client Service & Sales Support Associate at Altrinsic Global Advisors
- Role
- Client Service & Sales Support Associate at Altrinsic Global Advisors, Llc
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Teresa Lee
Tenacious and dynamic professional offering comprehensive experience in all facets of investor reporting and analysis. Solid expertise at pinpointing and resolving exceptions, errors and differences for firm and client stakeholders. Strong understanding of due diligence process, financial planning and portfolio management.Current Client Service & Sales Support Associate at Altrinsic Global Advisors. I offer a unique perspective as I can speak the technical language after spending in-depth time working with various data and analytics software, while also having a finance and risk management background that allows me to be knowledgeable about what is being shown in specific firm data.I graduated cum laude in 2018 from the Heider College of Business at Creighton University with majors in financial analysis and business intelligence and analytics on the IT track, with a minor in energy technology/ESG.
Experience
Client Service & Sales Support Associate
Altrinsic Global Advisors, Llc
Mar 2023 — Present · Greenwich, CT, US
Education
Creighton University
Business Intelligence and Analytics, IT and Finance Analytics in the Heider College of Business
2014 — 2018
Skills
- Data Analysis
- Microsoft Office
- Html
- Sas Programming
- Coding Experience
- Php
- Bootstrap
- Solidworks
- Cad
- Time Management
- Public Speaking
- Research
- Teamwork
- Html5
- Javascript
- Microsoft Word
- Microsoft Excel
- Powerpoint
- Marketing
- Social Media
- Css
- Leadership
- Adobe Creative Suite
- Customer Service
- Mysql
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.