Institutional Investment Operations Associate
CurrentI provide operational and customer support for lifecycle tasks for institutional trades. Assist with client account onboarding, input and monitoring of cash on commodity deals.
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@gs.com
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2 phones found area 727
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Christopher Carlisle is listed as Institutional Investment Operations Associate at Wells Fargo, a with 246787 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at gs.com, phone signal with area code 727, and a matched LinkedIn profile for Christopher Carlisle.
Christopher Carlisle previously worked as Equities Execution Analyst at Goldman Sachs and Analytics and Performance Operations Intern at Minnesota Twins. Christopher Carlisle holds Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General from Florida Gulf Coast University.
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Christopher Carlisle is a Institutional Investment Operations Associate at Wells Fargo. He possess expertise in microsoft office, microsoft excel, microsoft word, microsoft powerpoint, microsoft access and 1 more skills.
Listed skills include Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, and 2 others.
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Charlotte, North Carolina, United States
I provide operational and customer support for lifecycle tasks for institutional trades. Assist with client account onboarding, input and monitoring of cash on commodity deals.
Salt Lake City, Utah, United States
I was part of the global markets division which included my client base of 70+ institutions. Our group supported the cash equity desk and oversaw the handling of post trade risk management for cash equity trades by institutional clients. Our team focused on revenue growth and driving existing relationships with key clients.
Fort Myers, Florida, United States
Assisted in inputting rosters; and tagging game information. Tracked/charted information for the entire game operating the proprietary software and making any adjustments throughout the game. Compiled all requested analytical reports post game.
St Petersburg, Florida, United States
During my time with Franklin Templeton, I worked directly with the Strategic Relationships Team (SRT), whose role is to develop and maintain relationships with the various financial intermediaries utilizing the firm’s mutual funds and separate accounts. In this role, I also spent time with the U.S. Advisory Services Group (USAS). This group is responsible for supporting all client-facing sales reps both externally and internally. This experienced enhanced my skill set both personally and professionally, and helped me gain extensive knowledge in the financial services industry.
Clearwater, Florida
During my summer program I was exposed to all aspects of running a full-service investment advisory firm. This included the following: asset management, client service, financial advising, and business operations. I learned how to build asset allocation models through portfolio construction by performing analysis of individual stocks, bonds, ETF’s and third party money managers. In addition, I learned how the firm acquired and communicated with their clients, experiencing firsthand portfolio reviews and how the advisor handled various client questions and concerns.
Other employees you can reach at wellsfargo.com. View company contacts for 246787 employees →
Gang F.
Colleague at Wells FargoHoffman Estates, Illinois, United States
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Ravi Shukla
Colleague at Wells FargoCharlotte Metro, United States
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Shiela Orquia - Rima
Colleague at Wells FargoMetro Manila, National Capital Region, Philippines
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Sandeep Phadke
Colleague at Wells FargoFrederick, Maryland, United States
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Julian Maria Paolo Edades
Colleague at Wells FargoMetro Manila, National Capital Region, Philippines
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Terry Aguilar
Colleague at Wells FargoMinneapolis, Minnesota, United States
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Jayaprakash S
Colleague at Wells FargoBengaluru, Karnataka, India
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Tamara Lemay
Colleague at Wells FargoGreater Phoenix Area, United States
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Srinivas Thota
Colleague at Wells FargoHyderabad, Telangana, India
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Donald High
Colleague at Wells FargoCedar Hill, Texas, United States
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Activities and Societies: Business and Entrepreneurship Club, Future Business Leaders of America, D2 Club Hockey
Study abroad program Spring semester of 2018 in Prague, Czech Republic. Coursework centered around international finance. In addition.
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Christopher Carlisle works for Wells Fargo.
Christopher Carlisle is listed as Institutional Investment Operations Associate at Wells Fargo.
AeroLeads has found 1 work email signal at @gs.com for Christopher Carlisle at Wells Fargo.
AeroLeads has found 2 phone signal(s) with area code 727 for Christopher Carlisle at Wells Fargo.
Christopher Carlisle is based in Charlotte, North Carolina, United States while working with Wells Fargo.
Christopher Carlisle has worked for Wells Fargo, Goldman Sachs, Minnesota Twins, Franklin Templeton, and Flaharty Asset Management, Llc.
Christopher Carlisle's colleagues at Wells Fargo include Gang F., Ravi Shukla, Shiela Orquia - Rima, Sandeep Phadke, and Julian Maria Paolo Edades.
You can use AeroLeads to view verified contact signals for Christopher Carlisle at Wells Fargo, including work email, phone, and LinkedIn data when available.
Christopher Carlisle holds Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General from Florida Gulf Coast University.
Christopher Carlisle is listed with skills including Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Access, and Social Media.
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