Cathy H.

Cathy H. Email and Phone Number

Manager, Portfolio Operations @ Mercer Advisors
denver, colorado, united states
Cathy H.'s Location
United States, United States
About Cathy H.

Cathy H. is a Manager, Portfolio Operations at Mercer Advisors.

Cathy H.'s Current Company Details
Mercer Advisors

Mercer Advisors

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Manager, Portfolio Operations
denver, colorado, united states
Website:
merceradvisors.com
Employees:
413
Cathy H. Work Experience Details
  • Mercer Advisors
    Manager, Portfolio Operations
    Mercer Advisors Sep 2024 - Present
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  • Mercer Advisors
    Lead Portfolio Operations Specialist
    Mercer Advisors Sep 2023 - Sep 2024
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  • Mercer Advisors
    Senior Portfolio Operations Specialist
    Mercer Advisors Sep 2021 - Sep 2023
    View
  • Mercer Advisors
    Portfolio Operations Specialist I
    Mercer Advisors Aug 2020 - Sep 2021
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  • Broadridge
    Matrix Financial Solutions - Client Service Specialist, Custody
    Broadridge May 2017 - Aug 2020
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  • Broadridge
    Matrix Financial Solutions - Client Service Specialist, Non-Custody
    Broadridge Mar 2012 - May 2017
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  • Tiaa
    Brokerage Operations Analyst
    Tiaa Mar 2009 - Mar 2012
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  • Charles Schwab
    Customer Service Representative
    Charles Schwab Sep 2007 - Mar 2009
    View

Cathy H. Education Details

Frequently Asked Questions about Cathy H.

What company does Cathy H. work for?

Cathy H. works for Mercer Advisors

What is Cathy H.'s role at the current company?

Cathy H.'s current role is Manager, Portfolio Operations.

What schools did Cathy H. attend?

Cathy H. attended University Of Colorado Denver.

Who are Cathy H.'s colleagues?

Cathy H.'s colleagues are Steve Scothorn, Dennis Jablonoski, Ted Panagiotopoulos, Jesse Schenck, Cfp®, Christopher Casto, Junior Maglayo, Jessica Caruso, Cfp®.

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