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Eric Crocker, Cfa Email & Phone Number
Director, Client Platform Technology, Strategy and Delivery
at
Wellington Management
1 work email found
@wellington.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Director, Client Platform Technology, Strategy and Delivery
Location
Hong Kong, Hong Kong SAR, Hong Kong
Company size
Who is Eric Crocker, Cfa? Overview
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Quick answer
Eric Crocker, Cfa is listed as Director, Client Platform Technology, Strategy and Delivery at Wellington Management, a company with 3601 employees, based in Hong Kong, Hong Kong SAR, Hong Kong. AeroLeads shows a work email signal at wellington.com and a matched LinkedIn profile for Eric Crocker, Cfa.
Eric Crocker, Cfa previously worked as Business Manager at Wellington Management and Business Manager at Wellington Management. Eric Crocker, Cfa holds Bachelor Of Science - Bs, Finance, Management Information Systems, Magna Cum Laude from Northeastern University.
Company email context
Email format at Wellington Management
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*@wellington.com
71% confidence
AeroLeads found 1 current-domain work email signal for Eric Crocker, Cfa. Compare company email patterns before reaching out.
Profile bio
About Eric Crocker, Cfa
Specialties: Client solutions, equity risk and performance analysis, business management, project management.
Listed skills include Access, Finance, Analysis, Data Analysis, and 1 others.
Current workplace
Eric Crocker, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Wellington Management
11 roles
Eric Crocker, Cfa work experience
A career timeline built from the work history available for this profile.
Business Manager
Current
Feb 2022 - Present
Business Manager
Jan 2019 - Jan 2022
Investment Specialist
Jul 2015 - Dec 2018
Product Management Analyst
Jun 2014 - Jun 2015
Senior Financial Analyst
As a Senior Financial Analyst, I was responsible for overseeing the monthly revenue reallocation process and reporting of revenue and incentive compensation for Global Equity, Fixed Income, and Asset Allocation Portfolio Managers. Additional accomplishments and responsibilities included:- Develop key reports and analysis for senior management in various.
Jan 2013 - May 2014
Staff Financial Analyst
My primary responsibilities as a Staff Financial Analyst were focused on the reporting and analysis of revenue and incentive compensation information of Global Equity Portfolio Managers, specifically:- Collaborate with business managers across the firm to incorporate fee agreements and new products into an intricate systems database to allocate, store, and.
Jun 2010 - Dec 2012
Goldman Sachs Agency Lending, Client Service Co-Op
In addition to monitoring the daily and monthly reports of seven clients, including the top grossing client, I assisted management in more in depth aspects of securities lending including:- Performing in-depth Securities Lending program analysis, utilizing Microsoft Excel functions including pivot tables, macros, and V-Lookup/H-Lookup functions.- Creating.
Jan 2009 - Jun 2009
Goldman Sachs Agency Lending, Client Service Co-Op
I was responsible for monitoring the securities lending program for our clients on a daily and monthly basis ensuring the appropriate requirements and constraints were being met. I assisted with the implementation of two new complex clients by reviewing securities lending parameters and contracts. I frequently queried and analyzed large amounts of data for.
Jan 2008 - Jun 2008
Reconciliation Specialist
I had the opportunity to return to Wellington to work part time following my first co-op. In this role I assisted with ad hoc requests and data validation to facilitate the outsourcing of the reconciliation process. I also evaluated the existing procedures for the reconciliation co-op and created a consolidated manual for all of the processes and.
Sep 2007 - Dec 2007
Reconciliation Specialist
As a reconciliation specialist my primary responsibilities were to provide timely and accurate account reconciliation reports for administrators when requested. I was responsible for downloading bank holdings on a weekly basis and validating the information and distributing the weekly holdings report. Additionally, I had the opportunity work on a new.
Jan 2007 - Jun 2007
Team & coworkers
Colleagues at Wellington Management
Other employees you can reach at wellington.com. View company contacts for 3601 employees →
JL
Jing Liu
Colleague at Wellington Management
Boston, Massachusetts, United States, United States
View →
CG
Catherine Gunn
Colleague at Wellington Management
London, England, United Kingdom, United Kingdom
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MN
Matt Nelson
Colleague at Wellington Management
Boston, Massachusetts, United States, United States
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BS
Brian Shea, Cfa
Colleague at Wellington Management
Boston, Massachusetts, United States, United States
View →
GN
Geoffrey Ndungu
Colleague at Wellington Management
Tacoma, Washington, United States, United States
View →
AC
Alex Cooke, Mba
Colleague at Wellington Management
Quincy, Massachusetts, United States, United States
View →
PP
Pamela Post
Colleague at Wellington Management
Suffolk County, Massachusetts, United States, United States
View →
RL
Rachael Laplante
Colleague at Wellington Management
United States, United States
View →
SW
Sandra Whitman
Colleague at Wellington Management
Knoxville, Tennessee, United States, United States
View →
JN
John Norberg
Colleague at Wellington Management
Boston, Massachusetts, United States, United States
View →
Jing Liu
Colleague at Wellington Management
Boston, Massachusetts, United States, United States
View →
CG
Catherine Gunn
Colleague at Wellington Management
London, England, United Kingdom, United Kingdom
View →
MN
Matt Nelson
Colleague at Wellington Management
Boston, Massachusetts, United States, United States
View →
BS
Brian Shea, Cfa
Colleague at Wellington Management
Boston, Massachusetts, United States, United States
View →
GN
Geoffrey Ndungu
Colleague at Wellington Management
Tacoma, Washington, United States, United States
View →
AC
Alex Cooke, Mba
Colleague at Wellington Management
Quincy, Massachusetts, United States, United States
View →
PP
Pamela Post
Colleague at Wellington Management
Suffolk County, Massachusetts, United States, United States
View →
RL
Rachael Laplante
Colleague at Wellington Management
United States, United States
View →
SW
Sandra Whitman
Colleague at Wellington Management
Knoxville, Tennessee, United States, United States
View →
JN
John Norberg
Colleague at Wellington Management
Boston, Massachusetts, United States, United States
View →
1 education record
Eric Crocker, Cfa education
FAQ
Frequently asked questions about Eric Crocker, Cfa
Quick answers generated from the profile data available on this page.
What company does Eric Crocker, Cfa work for?
Eric Crocker, Cfa works for Wellington Management.
What is Eric Crocker, Cfa's role at Wellington Management?
Eric Crocker, Cfa is listed as Director, Client Platform Technology, Strategy and Delivery at Wellington Management.
What is Eric Crocker, Cfa's email address?
AeroLeads has found 1 work email signal at @wellington.com for Eric Crocker, Cfa at Wellington Management.
Where is Eric Crocker, Cfa based?
Eric Crocker, Cfa is based in Hong Kong, Hong Kong SAR, Hong Kong while working with Wellington Management.
What companies has Eric Crocker, Cfa worked for?
Eric Crocker, Cfa has worked for Wellington Management and Goldman Sachs.
Who are Eric Crocker, Cfa's colleagues at Wellington Management?
Eric Crocker, Cfa's colleagues at Wellington Management include Jing Liu, Catherine Gunn, Matt Nelson, Brian Shea, Cfa, and Geoffrey Ndungu.
How can I contact Eric Crocker, Cfa?
You can use AeroLeads to view verified contact signals for Eric Crocker, Cfa at Wellington Management, including work email, phone, and LinkedIn data when available.
What schools did Eric Crocker, Cfa attend?
Eric Crocker, Cfa holds Bachelor Of Science - Bs, Finance, Management Information Systems, Magna Cum Laude from Northeastern University.
What skills is Eric Crocker, Cfa known for?
Eric Crocker, Cfa is listed with skills including Access, Finance, Analysis, Data Analysis, and Account Reconciliation.
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