Dena Carr

Dena Carr Email and Phone Number

Investment Portfolio Specialist | Support Portfolio Managers | Produce client reports | Process trades | Maintain client accounts
Dena Carr's Location
Murrells Inlet, South Carolina, United States, United States
Dena Carr's Contact Details

Dena Carr personal email

n/a

Dena Carr phone numbers

About Dena Carr

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.

Dena Carr's Current Company Details

Investment Portfolio Specialist | Support Portfolio Managers | Produce client reports | Process trades | Maintain client accounts
Dena Carr Work Experience Details
  • Hancock Whitney
    Investment Portfolio Specialist
    Hancock Whitney Jul 2018 - Sep 2020
    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.
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  • Capital One Bank (Usa), National Association
    Investment Officer Assistant - Portfolio Management
    Capital One Bank (Usa), National Association Oct 2011 - Jul 2018
    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.
  • Capital One Bank (Usa), National Association
    Trust Assistant Ii
    Capital One Bank (Usa), National Association Jun 2009 - Oct 2011
    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,
  • Yellowbook Usa
    Commissions Coordinator
    Yellowbook Usa Aug 2007 - Jun 2009
    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.
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  • Cmp Media Llc
    Compensation Coordinator
    Cmp Media Llc Oct 2005 - Jun 2007
    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.
  • Bny Mellon
    Operations Analyst
    Bny Mellon Apr 1997 - Mar 2005
    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.
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  • Bny Mellon
    Trust Administrator
    Bny Mellon May 1995 - Apr 1997
    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 Skills

Investments Mutual Funds Fixed Income Securities Wealth Management Asset Management Microsoft Office

Dena Carr Education Details

Frequently Asked Questions about Dena Carr

What is Dena Carr's role at the current company?

Dena Carr's current role is Investment Portfolio Specialist | Support Portfolio Managers | Produce client reports | Process trades | Maintain client accounts.

What is Dena Carr's email address?

Dena Carr's email address is de****@****ney.com

What is Dena Carr's direct phone number?

Dena Carr's direct phone number is +150465*****

What schools did Dena Carr attend?

Dena Carr attended Stony Brook University.

What skills is Dena Carr known for?

Dena Carr has skills like Investments, Mutual Funds, Fixed Income, Securities, Wealth Management, Asset Management, Microsoft Office.

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