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Catherine Carnegie is listed as Registered Financial Services Associate at Sage Rutty & Co., Inc, a with 66 employees, based in Rochester, New York, United States. AeroLeads shows a matched LinkedIn profile for Catherine Carnegie.
Catherine Carnegie previously worked as Administrative Assistant at Brighton Securities and Accounts Payable/Receivable Specialist at Cannon Industries. Catherine Carnegie holds Cum Laude Associate Of Science (A.S.), Business Administration And Management, General, 3.70 from Monroe College-New Rochelle.
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Over 30 years experience in the Financial Industry.Delivering a highly professional and personal experience to clients.Accurately handle trading requests.Process monetary requests.Monitoring of clients' accounts for distributions to ensure funds are available for processing.Oversee the day-to-day administration of accounts. Manage Documentation Needs (new account forms, account transfers, copies of tax forms, etc.)Entering notes in Junxure CRM program.Licenses: a FINRA Series 11 license and a Notary Public License, FPQP®.Very much into family and spends a lot of time with my niece Rachel, sister Mollene (and Dan) and son Jonathan (who is a 2015 graduate of S.I. Newhouse @ Syracuse University.
Listed skills include Microsoft Excel, Customer Service, Mutual Funds, Microsoft Office, and 13 others.
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Rochester, Ny
-Help my Advisors Book of Business grow by opening new accounts.-Help clients get what they need by processing monetary requests.-Process unsolicited trades.-Make the Advisors day easier so they can focus on clients' portfolios by submitting documents for processing.-Obtain Annuity Paperwork
Rochester, Ny
-Opened new accounts.-Processed requests from Advisors or clients for funds.-Processed applications for annuities/LTC or life.-Forwarded final policy to clients.-Assisted the tax manager during tax season (processed tax returns).-Sent out notices to clients with overdue invoices. -Processed mutual funds applications.
Rochester, Ny
-Input advance shipping notices. (ASN'S)-Sent out Electronic Document Interfaces (EDI'S)-Post invoices on Quick Book for payment-Created invoices on Quick Book-Research inquiries such as invoice payment and verify that we had the paperwork that must be matched to the invoices.-Assisted the accounting manager with any issues that may have arise.-Prepared Customs documents for items that were exported.-Created debit and credit memos.-Entered bills to be paid to vendors on Quick Book.
New York, Ny
Back up for operations department: -DTC balancing -Receive and delivery of shares -NSCC balancing (receiving and delivering of physical certificates) -Processed corporate actions, -Euroclear settlement. -Treasury desk settlement.Assistant to VP of Operations: -Processed W-8BEN, W8IMY for foreign clients and 1099 for our domestic clients -Opened new accounts while working closely with the compliance department.
Other employees you can reach at sagerutty.com. View company contacts for 66 employees →
Richard Santo
Colleague at Sage Rutty & Co., IncRochester, New York, United States
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Curt Ehrlich
Colleague at Sage Rutty & Co., IncPittsford, New York, United States
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Winsome P. Carter
Colleague at Sage Rutty & Co., IncRochester, New York, United States
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Michelle Mayes
Colleague at Sage Rutty & Co., IncRochester, New York, United States
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Kathryn Keenan
Colleague at Sage Rutty & Co., IncRochester, New York, United States
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Dawn Gilchrist, Fpqp™
Colleague at Sage Rutty & Co., IncRochester, New York, United States
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Victoria Vcferren
Colleague at Sage Rutty & Co., IncRochester, New York, United States
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Christine Palmiere
Colleague at Sage Rutty & Co., IncRochester, New York, United States
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Sara Groschadl
Colleague at Sage Rutty & Co., IncHoneoye Falls, New York, United States
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Caroline Hill, Mba
Colleague at Sage Rutty & Co., IncRochester, New York, United States
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Classes: International Business Micro and Macro Economics Statistics Accounting
Quick answers generated from the profile data available on this page.
Catherine Carnegie works for Sage Rutty & Co., Inc.
Catherine Carnegie is listed as Registered Financial Services Associate at Sage Rutty & Co., Inc.
Catherine Carnegie is based in Rochester, New York, United States while working with Sage Rutty & Co., Inc.
Catherine Carnegie has worked for Sage Rutty & Co., Inc, Brighton Securities, Cannon Industries, and Swiss American Securities.
Catherine Carnegie's colleagues at Sage Rutty & Co., Inc include Richard Santo, Curt Ehrlich, Winsome P. Carter, Michelle Mayes, and Kathryn Keenan.
You can use AeroLeads to view verified contact signals for Catherine Carnegie at Sage Rutty & Co., Inc, including work email, phone, and LinkedIn data when available.
Catherine Carnegie holds Cum Laude Associate Of Science (A.S.), Business Administration And Management, General, 3.70 from Monroe College-New Rochelle.
Catherine Carnegie is listed with skills including Microsoft Excel, Customer Service, Mutual Funds, Microsoft Office, Accounts Payable, Quickbooks, Microsoft Word, and Tax.
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