Hermela John Email & Phone Number

I’m an Investment Reporter at Pathstone, where I thrive in fast-paced environments, supporting the Reporting Team by managing client inquiries, overseeing projects, and ensuring the accuracy of financial reports. I enjoy the challenge of juggling competing priorities, leveraging my investigative skills and attention to detail to streamline operations, clean up databases, and assist with client onboarding. Using platforms like Salesforce and performance reporting systems, I’m always looking for ways to improve efficiency and enhance the client experience.My interest for finance deepened during my time as a Wealth Management Operations Analyst at Morgan Stanley, where I specialized in equity options and fixed income solutions. I thrive when I’m working collaboratively with financial advisors and portfolio managers to deliver tailored investment solutions. I hold a Bachelor’s degree in Economics from Alvernia University and am certified in Bloomberg Terminal, SQL, and JavaScript. Fluent in Amharic, I take pride in my ability to work in high-pressure environments while still fostering teamwork and promoting best practices. I’m driven by a desire to continuously learn and grow in the finance industry.

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  Alvernia University

  Economics