Alexandria Schenk, Cima® Email and Phone Number
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Alexandria Schenk, Cima® personal email
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I have 23 years in the Financial Services Industry, all using quantitative analytics. For the last 5 years I have used that skill set to focus specifically on FP&A working for both a small leasing and loan company (owned by a large bank) and Lincoln Financial Corp. Prior to those roles, I focused specifically in the area of Mutual Funds, Managed Accounts and UMA, with over 13 years at Delaware Investments (now Macquarie Group), and 3 years working at Pershing on their Turnkey Asset Management Platform. I spent 3 years at Pershing’s parent company, BNY Mellon, working for their Intermediary Analytics group, combining both data analytics and my industry knowledge and applying it qualitatively towards client presentations and research. I also have expertise is in the area of competitive positioning and industry trends, as well as creating and presenting presentations to senior executives. I led Lincoln Financial Network’s Messaging and Insights for Finance, and then began working on the FP&A side of LFN’s Broker Dealer utilizing my extensive industry experience for planning and forecasting. I have used my extensive knowledge of excel, Hyperion, data analytics and the overall financial markets to help the companies I have worked for create successful budgets and forecasts.I’ve also learned to balance a successful career and family life, now raising a beautiful 14 year old daughter in high school with my husband and 2 bulldogs.
Virtua Health
View- Website:
- virtua.org
- Employees:
- 8165
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Financial Analysis CoordinatorVirtua HealthPhiladelphia, Pa, Us
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Manager, Financial Planning And AnalysisNavitas Credit Corp. Feb 2022 - PresentPonte Vedra, Florida, Us -
Senior Financial AnalystLincoln Financial Group May 2019 - Jan 2022Radnor, Pa, Us -
Vice President, Intermediary AnalyticsBny Mellon May 2016 - May 2019New York, Ny, UsIntermediary Analytics builds AUM and asset flow dashboards and reports for Broker Dealer and Asset Managers. Using these data analytics, my responsibility is to build a qualitative, comprehensive picture for our clients in order for them to make the most informed business decisions. Clients can then answer key questions, assess options and execute with confidence in today's competitive landscape. -
Vice PresidentBny Mellon | Pershing Jun 2012 - May 2016Jersey City, New Jersey, UsProduct Manager for Pershing’s turnkey Managed Investments platform. Responsible for looking at competitor and industry trends, identifying gaps in product lineup, and presenting results to Pershing’s executive committee. Led firm and department wide collaboration of point to point comparison against our leading competitors. Led research projects involving industry trends on Managed Investments. -
Assistant Vice President, Product ManagerMacquarie Group Feb 2000 - Jun 2012Sydney, Nsw, AuProduct Manager for Mutual Fund Company. Worked with the Managed Investments (and later combined Mutual Fund) product group for almost 13 years on every aspect of products from performance to marketing to model delivery.
Alexandria Schenk, Cima® Skills
Alexandria Schenk, Cima® Education Details
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University Of PennsylvaniaPsychology
Frequently Asked Questions about Alexandria Schenk, Cima®
What company does Alexandria Schenk, Cima® work for?
Alexandria Schenk, Cima® works for Virtua Health
What is Alexandria Schenk, Cima®'s role at the current company?
Alexandria Schenk, Cima®'s current role is Financial Analysis Coordinator.
What is Alexandria Schenk, Cima®'s email address?
Alexandria Schenk, Cima®'s email address is al****@****ast.net
What is Alexandria Schenk, Cima®'s direct phone number?
Alexandria Schenk, Cima®'s direct phone number is +121566*****
What schools did Alexandria Schenk, Cima® attend?
Alexandria Schenk, Cima® attended University Of Pennsylvania.
What skills is Alexandria Schenk, Cima® known for?
Alexandria Schenk, Cima® has skills like Leadership, Series 63, Advanced Google Analytics Certified, Public Speaking, Dashboard Metrics, Economics, Microsoft Powerpoint, Certified Investment Management Analyst, Data Analysis, Investment Research, Performance Attribution, Investments.
Who are Alexandria Schenk, Cima®'s colleagues?
Alexandria Schenk, Cima®'s colleagues are Priya Sadhu, Parul Kish_kun, Tonia Bennett, Nycole Beverly, Mhrm, Diana Amey, Christina Ecker, Denise Dejesus.
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