Abigail P. Email and Phone Number
Abigail P. work email
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Abigail P. personal email
Graduated from the University of Denver in June 2019 with BSBA in Finance with a minor in Property Development and a BA in Economics.
Daymark Wealth Partners
View- Website:
- daymarkwealthpartners.com
- Employees:
- 41
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Client Relationship ManagerDaymark Wealth PartnersCincinnati, Oh, Us
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Financial ConsultantMatter Family Office Oct 2024 - PresentDenver, Colorado, United States -
Senior AnalystMatter Family Office Oct 2023 - Oct 2024Denver, Colorado, United States
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AnalystMatter Family Office Apr 2021 - Oct 2023Denver, Colorado, United States
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Product Development InternJanus Henderson Investors U.S. Sep 2020 - Apr 2021Denver, Colorado, United States-Research competitor initiatives and product offerings-Create materials for new products and product enhancements-Run competitive analysis across Janus Henderson products and its competitors -
Sr. Investor Service SpecialistJanus Henderson Investors U.S. Jul 2019 - Sep 2020Denver, Colorado, United States-Supported investors through the transaction process quickly and accurately-Provided investors with the information needed to make decisions on funds that help them achieve their individual goals-Provided creative solutions for shareholders who need to find answers quickly and efficiently-Assisted in projects across departments when needed proficiently and accurately when needed
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Vp Of FinanceDelta Gamma Jan 2017 - Jan 2019Denver, Colorado, United States-Created and managed a budget for the 2018 - 2019 school year-Run finances for 130+ women-Responsible for collecting dues on a monthly, quarterly or annual basis-In charge of paying bills, rent, and fundraising for local chapter-Filed all non-profit taxes-Communicate with Executive Offices to ensure that we are in good financial standing -
Finance And Marketing ConsultantDaniels Consulting Firm Feb 2018 - Dec 2018Denver, Co-Met and discussed with local business owners on a weekly basis-Developed an action plan that met the business' desired goals-Presented findings to business owner after 10-week period -
Financial Analyst InternshipGreat American Insurance Group Jun 2017 - Sep 2017Cincinnati, Oh-Member of the IT Asset Management division of Great American Insurance-Oversaw invoicing, expenses, and purchase orders (PO) tracking for a $250 million IT budget-Developed relationships with individual budget managers to identify trends and discrepancies-Updated files, spreadsheets and financial dashboard based on information gathered-Managed general ledger on a monthly basis -
Assistant ManagerSwim Safe Pool Management 2011 - 2016Clifton Meadows Swim And Tennis Club-Oversaw $250,000 non-profit budget-Responsible for collecting membership/guest fees, concession purchasing, and inventory management-Supervised daily operations of pool, lifeguards and pool attendants
Abigail P. Education Details
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Finance, General -
Ursuline Academy
Frequently Asked Questions about Abigail P.
What company does Abigail P. work for?
Abigail P. works for Daymark Wealth Partners
What is Abigail P.'s role at the current company?
Abigail P.'s current role is Client Relationship Manager.
What is Abigail P.'s email address?
Abigail P.'s email address is ap****@****ice.com
What schools did Abigail P. attend?
Abigail P. attended University Of Denver, Ursuline Academy.
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