Cole Sanderson Email & Phone Number

Boston, Massachusetts, United States

- Daily implementation of across-the-board trading for separately managed accounts (SMA) and unified managed account (UMA) programs- Account specific trading for SMA accounts which includes trading new accounts, rebalancing contributions and withdrawals, style changes and liquidating terminated accounts- Maintain, audit and reconcile models on a regular basis- Provide ongoing monitoring of portfolio activities to ensure all accounts are in line with the investment models- Identify, capture and record operational/trade errors- Interact with Portfolio Managers, Sales, Compliance, Legal, Operations and Accounting teams- Communicate with Sponsor relationship manager, trading desk and trade support- Act as liaison between Boston Partners and the third party service provider

Boston, Massachusetts, United States

- Collaborate with members of Marketing Department on projects and assignments- Partner with members of the intern class on a ESG Integration and Impact Investing research project and present findings to management- Participate in the summer internship program including professional development sessions, Natixis-specific panels and internal networking, and social and volunteer activities

Bedminster, New Jersey, United States

Work directly with Senior Financial Advisor to provide operational support including: researching mutual funds, updating Customer Relationship Management [CRM] software, which is used to manage and analyze customer interactions and create and update financial spreadsheets using EXCEL software to track office and business expenditures.

Basking Ridge, New Jersey, United States

Responsible for a cash drawer while interacting with store customers on a daily basis. Often required to resolve customer complaints and inquires.

Bachelor Of Science - Bs, Finance, General

Activities and Societies: Men's Ice Hockey

Education record