Beata Ptak Email & Phone Number
Who is Beata Ptak? Overview
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Beata Ptak is listed as Investor Services Specialist at Universal Investment, a company with 497 employees, based in Cracow, Małopolskie, Poland. AeroLeads shows a matched LinkedIn profile for Beata Ptak.
Beata Ptak previously worked as Private Asset Investor Services Specialist at Universal Investment and Senior Investor Services Specialist at State Street. Beata Ptak holds Magister (Mgr), Studia Filologiczno-Kulturoznawcze Rosji from Uniwersytet Rzeszowski.
Email format at Universal Investment
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About Beata Ptak
Beata Ptak is a Investor Services Specialist at Universal Investment. They is proficient in angielski and rosyjski.
Beata Ptak's current company
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Beata Ptak work experience
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Senior Investor Services Specialist
CurrentCash management/reconciliation, identifying discrepancies in paymentsProcessing investors transactions (subscriptions, redemptions, etc.) with short deadlinesGenerating investors and clients reporting (monthly statements, audits, contract notes, etc.)Email and phone communication with both investors and clients in timely mannerDaily cooperation with other.
Investor Services Specialist
Managing investors’ personal data in the systemReviewing investments activity ensuring accurate and complete details have been entered onto the systemand all required documentation is collected from the investorHandling various projects, actively participating in Client’s on-boarding processTimely and accurate processing of investors' transactionsPreparing.
Sales Specialist
- Entering the purchase documents into the computer system, preparing sales invoices- Preparation of export documents (sales documents, certificate of origin, shipping documents- Control of supplies from non-EU countries-Ensuring the functioning of purchase and sales transactions in line with the procedures and customs legislation- Supervising the.
Colleagues at Universal Investment
Other employees you can reach at universal-investment.com. View company contacts for 497 employees →
Marcelina Stanek
Colleague at Universal Investment
Cracow Metropolitan Area, Poland
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SS
Szymon Sierny
Colleague at Universal Investment
Cracow, Małopolskie, Poland, Poland
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BR
Benedikt Rinn
Colleague at Universal Investment
Frankfurt Rhine-Main Metropolitan Area, Germany
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JD
Jack Dürer
Colleague at Universal Investment
Frankfurt, Hesse, Germany, Germany
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BD
Besian Dautaj
Colleague at Universal Investment
Offenbach, Hesse, Germany, Germany
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SS
Sven Schneider
Colleague at Universal Investment
Frankfurt, Hesse, Germany, Germany
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SR
Stefan Roth
Colleague at Universal Investment
Frankfurt Rhine-Main Metropolitan Area, Germany
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JM
Joanna Malopolska
Colleague at Universal Investment
Germany, Germany
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CP
Christof Panzer
Colleague at Universal Investment
Frankfurt, Hesse, Germany, Germany
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KZ
Kinga Zapala
Colleague at Universal Investment
Poland, Poland
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Beata Ptak education
Magister (Mgr), Studia Filologiczno-Kulturoznawcze Rosji
Software Testing
Frequently asked questions about Beata Ptak
Quick answers generated from the profile data available on this page.
What company does Beata Ptak work for?
Beata Ptak works for Universal Investment.
What is Beata Ptak's role at Universal Investment?
Beata Ptak is listed as Investor Services Specialist at Universal Investment.
Where is Beata Ptak based?
Beata Ptak is based in Cracow, Małopolskie, Poland while working with Universal Investment.
What companies has Beata Ptak worked for?
Beata Ptak has worked for Universal Investment, State Street, and Ph Dobis Sp. Z O.O..
Who are Beata Ptak's colleagues at Universal Investment?
Beata Ptak's colleagues at Universal Investment include Marcelina Stanek, Szymon Sierny, Benedikt Rinn, Jack Dürer, and Besian Dautaj.
How can I contact Beata Ptak?
You can use AeroLeads to view verified contact signals for Beata Ptak at Universal Investment, including work email, phone, and LinkedIn data when available.
What schools did Beata Ptak attend?
Beata Ptak holds Magister (Mgr), Studia Filologiczno-Kulturoznawcze Rosji from Uniwersytet Rzeszowski.
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