Alex Ravanis Email & Phone Number

Liaison between the Portfolio Managers, Relationship Managers, and our 2000+ Institutional Clients-Communicate trade related and administrative matters effectively with senior members of our client base-Guide clients through the process of trading amongst their accounts and draft the applicable paperwork-Enforce high levels of compliance on an ongoing.

South Boston, MA

Serviced the mutual funds of several institutions with $1B+ in assets under custody-Liaised with all internal departments to address and resolve issues seen within the funds-Performed various checks to ensure NAV accuracy and then confirm that all NAV’s had been released to NASDAQ-Manually booked trades and posted entries to the general ledger for any of.

South Boston, MA

Greater Boston Area

Registered Client Service Associate for a top advisor with over $375MM in client assets under management-Served as the first line of communication for all client interactions-Generated reports and prepare materials for client meetings and phone appointments-Processed all wire transfers, check requests, and any other money movement in client accounts-Opened.

Cambridge, MA

Newton, MA

Middleton, MA