Chanel Mehrer Email & Phone Number
@parametricportfolio.com
3 phones found area 650
LinkedIn matched
Who is Chanel Mehrer? Overview
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Chanel Mehrer is listed as Operations Supervisor at Parametric, a with 722 employees, based in United States. AeroLeads shows a work email signal at parametricportfolio.com, phone signal with area code 650, and a matched LinkedIn profile for Chanel Mehrer.
Chanel Mehrer previously worked as Senior Client Relations Representative at Parametric and Associate, Portfolio Operations and Analytics at Wealth Architects, Llc. Chanel Mehrer holds Bachelor Of Arts (Ba), Economics from University Of Washington.
Email format at Parametric
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AeroLeads found 1 current-domain work email signal for Chanel Mehrer. Compare company email patterns before reaching out.
About Chanel Mehrer
Dynamic, portfolio operations professional with a strong emphasis on real-world application of data analysis that has successfully brought cost-savings to two fast-paced companies through effectively streamlining processes and implementing strategies that emphasize efficiency. Highly skilled in problem-solving, finding collaborative solutions, and finding resolution to difficult challenges and problems. Strong emphasis on cohesively aligning company actions with their vision and direction.
Listed skills include Microsoft Sql Server, Credit Analysis, Banking, Mortgage Lending, and 9 others.
Chanel Mehrer's current company
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Chanel Mehrer work experience
A career timeline built from the work history available for this profile.
Senior Client Relations Representative
Associate, Portfolio Operations And Analytics
Referred to as the "data concierge," I developed my role as database manager and was responsible for all financial reporting, effectively streamlining outdated processes and helping the company save valuable time and money. Supervised and supplemented an outsourced reconciliation system vendors. Left company to move home in Sept 2018 to take care of my mother after surgery.Directly supported investment and advisory teams by conducting and reviewing performance calculations and reporting Reviewed and updated cost-basis information as appropriateExecuted quarterly reports and billings to ensure proper cost management and increase profitabilityAssisted investment team and clients by re-balancing portfolios, placing trades when needed, and providing appropriate tax documentation
Client Services Associate
Directly supported some of the top registered investment advisor firms in the company through effective database management and provided direct assistance to some of the biggest clients while also providing support for our proprietary product. Maintained portfolio accounting systems and processes for financial advisory firms. Supplemented web services by cultivating client relationships and effectively managing their requests and providing accurate documentation to safeguard client dataEnsured resolution of all client issues and technical service requests Managed and audited data using SQL to ensure accuracy for clients, ensuring client satisfaction and ensuring best practices were properly implemented Provided direct support and client feedback to product management and development teams to help streamline and maximize the effectiveness processes
Personal Banker 2
Directly serviced commercial and personal account holders by proposing new solutions and products and implementing strategies that helped achieve company marketing goals.Developed and implemented new marketing strategies that accelerated team sales to meet six month goals in 3 days Led team to reach company goals to reach branch placement in the top 3% company wideFeatured in the firms July 2013 magazine issue as a top performer
Personal Banker
Colleagues at Parametric
Other employees you can reach at parametricportfolio.com. View company contacts for 722 employees →
Mike Cocanour
Colleague at ParametricSeattle, Washington, United States
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Scott Vansickle
Colleague at ParametricGreater Minneapolis-St. Paul Area, United States
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Matthew Gilley
Colleague at ParametricSeattle, Washington, United States
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Hong Huo
Colleague at ParametricMinneapolis, Minnesota, United States
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Kira Hernandez
Colleague at ParametricRaleigh, North Carolina, United States
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Ryan Orr
Colleague at ParametricSeattle, Washington, United States
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Qiwen Liu, Cfa
Colleague at ParametricSammamish, Washington, United States
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Kevin Tjernberg, Cfa, Caia
Colleague at ParametricGreater Seattle Area, United States
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Ilea Decker
Colleague at ParametricDenver, Colorado, United States
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María Carolina Martínez
Colleague at ParametricArgentina
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Chanel Mehrer education
Bachelor Of Arts (Ba), Economics
Education record
Education record
Frequently asked questions about Chanel Mehrer
Quick answers generated from the profile data available on this page.
What company does Chanel Mehrer work for?
Chanel Mehrer works for Parametric.
What is Chanel Mehrer's role at Parametric?
Chanel Mehrer is listed as Operations Supervisor at Parametric.
What is Chanel Mehrer's email address?
AeroLeads has found 1 work email signal at @parametricportfolio.com for Chanel Mehrer at Parametric.
What is Chanel Mehrer's phone number?
AeroLeads has found 3 phone signal(s) with area code 650 for Chanel Mehrer at Parametric.
Where is Chanel Mehrer based?
Chanel Mehrer is based in United States while working with Parametric.
What companies has Chanel Mehrer worked for?
Chanel Mehrer has worked for Parametric, Wealth Architects, Llc, Envestnet, Inc, U.S. Bank, and Wells Fargo.
Who are Chanel Mehrer's colleagues at Parametric?
Chanel Mehrer's colleagues at Parametric include Mike Cocanour, Scott Vansickle, Matthew Gilley, Hong Huo, and Kira Hernandez.
How can I contact Chanel Mehrer?
You can use AeroLeads to view verified contact signals for Chanel Mehrer at Parametric, including work email, phone, and LinkedIn data when available.
What schools did Chanel Mehrer attend?
Chanel Mehrer holds Bachelor Of Arts (Ba), Economics from University Of Washington.
What skills is Chanel Mehrer known for?
Chanel Mehrer is listed with skills including Microsoft Sql Server, Credit Analysis, Banking, Mortgage Lending, Retail Banking, Credit, Customer Service, and Small Business Lending.
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