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@hancockwhitney.com
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1 phone found area 504
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Dena Carr is listed as Investment Portfolio Specialist | Support Portfolio Managers | Produce client reports | Process trades | Maintain client accounts based in Murrells Inlet, South Carolina, United States. AeroLeads shows a work email signal at hancockwhitney.com, phone signal with area code 504, and a matched LinkedIn profile for Dena Carr.
Dena Carr previously worked as Investment Portfolio Specialist at Hancock Whitney and Investment Officer Assistant - Portfolio Management at Capital One Bank (Usa), National Association. Dena Carr holds Bachelor’S Degree, Economics from Stony Brook University.
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AeroLeads found 1 current-domain work email signal for Dena Carr. Compare company email patterns before reaching out.
I am an experienced Investment Portfolio Specialist with a demonstrated history of working in the banking industry maximizing client satisfaction by working alongside Portfolio Managers. I make it my goal to continually ensure accurate and timely reporting to internal and external clients. I am skilled in Securities, Asset Management, Mutual Funds, and Wealth Management.
Listed skills include Investments, Mutual Funds, Fixed Income, Securities, and 3 others.
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Melville, New York, United States
Hired by Hancock Whitney as an Investment Portfolio Specialist as a result of the purchase of Capital One Wealth and Asset Management.-Processed trades and monitored cash levels for trust and institutional accounts.-Produced client proposals and investment reports.-Updated external databases.-Monitored and completed compliance reviews of voted proxy shares.-Completed annual vendor management reviews.
Melville, New York, United States
Delivered support to two Investment Officers and Investment Solutions Team.-Produced quarterly performance reports.-Completed annual investment reviews.-Oversaw soft dollar balances with 5 brokers.-Fufilled internal and external client requests.
Melville, New York, United States
Supported trust officers in servicing institutional and private client accounts.-Processed daily deposits and withdrawals.-Investigated and corrected account overdrafts.-Monitored federal wires.-Opened and closed accounts,
Uniondale, New York, United States
-Processed bi-weekly commissions for sales representatives and submitting pay sheets to Payroll.-Updated new hires, terminations, and job levels.-Communicated with Sales Analysis and Human Resources to ensure accuracy of payments.-Responding to questions and concerns of the sales staff.
Manhasset, New York, United States
-Calculated monthly commissions by setting up and and maintaining statements for sales staff.-Ran and analyzed monthly sales activity reports.-Conducted monthly audits on year to date commission payouts.-Assisted with year end commission and bonus projections.
Uniondale, New York, United States
Responsible for all transfer agent functions for two pooled 401(k) investment funds.-Daily reconciliation of assets with custodial bank.-Researched missing federal wires.-Processed daily trades.-Calculated and distributed monthly dividends.-Produced and reconciled monthly account statements.
Uniondale, New York, United States
Provided custodial, fiduciary, and trust administration for qualified retirement plans.-Prepared and reconciled monthly and certified annual trust reports.-Tracked daily money movement and trade settlements.-Trained new administrators.
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Dena Carr is listed as Investment Portfolio Specialist | Support Portfolio Managers | Produce client reports | Process trades | Maintain client accounts.
AeroLeads has found 1 work email signal at @hancockwhitney.com for Dena Carr.
AeroLeads has found 1 phone signal(s) with area code 504 for Dena Carr.
Dena Carr is based in Murrells Inlet, South Carolina, United States.
Dena Carr has worked for Hancock Whitney, Capital One Bank (Usa), National Association, Yellowbook Usa, Cmp Media Llc, and Bny Mellon.
You can use AeroLeads to view verified contact signals for Dena Carr, including work email, phone, and LinkedIn data when available.
Dena Carr holds Bachelor’S Degree, Economics from Stony Brook University.
Dena Carr is listed with skills including Investments, Mutual Funds, Fixed Income, Securities, Wealth Management, Asset Management, and Microsoft Office.
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