Service Team Specialist
Current
Jul 2023 - Present
Who is Iris B.? Overview
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Quick answer
Iris B. is listed as Operations at Orion, based in United States, United States, United States. AeroLeads shows a work email signal at hightoweradvisors.com and a matched LinkedIn profile for Iris B..
Iris B. previously worked as Service Team Specialist at Orion and Operations admin at Hightower Advisors.
Company email context
Email format at Orion
This section adds company-level context without repeating Iris B.'s masked contact details.
*@hightoweradvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Iris B.. Compare company email patterns before reaching out.
Profile bio
About Iris B.
institutional , retail, and trust operations Banking
Listed skills include Banking and Customer Service.
Current workplace
Iris B.'s current company
Company context helps verify the profile and gives searchers a useful next step.
12 roles
Iris B. work experience
A career timeline built from the work history available for this profile.
Operations Admin
Oct 2021 - Jun 2023
Client Data Specialist Iv
Jul 2019 - Aug 2021
Trust Ops Company Acquisition
May 2019 - Jul 2019
Jun 2015 - May 2019
Security Processing Mutual Funds
Mutual fund settlements, ACAT settlement and non ACAT settlement, transfer in kinds full and partial. Annuity payments, seg deficit reports for compliance. Gifting of Mutual funds to foundations Charles Schwab trading platform.
Oct 2007 - Mar 2012
Settlement Specialist
Settlement Specialist Omgeo Oasys Alert Merrill Lynch Broadcort bloomberg equities and fixed income Merrill Lynch Clearing firm liason
Jul 2005 - Jun 2007
Trust Operations Security Processing
Mutual fund settlements Money Market processing
Apr 2001 - Aug 2004
Settlement Clerk
Wanger Asset Management Acorn Mutual Funds
domestic settlements affirm trades DTC trade suite liaison with State Street Bank & Trust custodian
Aug 1999 - Apr 2001
Clearance Specialist Bond Ops
DTC Fed BONY PTC clearance CD Jumbo underwriting Repo/Reverse Repo US treasury Bonds Commercial Paper for Boca Raton office La Salle Bank to include 2 months Safekeeping dept with State of Illinois bond trades repos reverse repos
Dec 1996 - Jun 1999
Margin Dept Customer Credit
Hamilton Investments Subsidiary Household Finance
Filing Reg T extension of time NYSE reviewing client accounts
Apr 1993 - Jan 1995
Dec 1987 - Apr 1993
FAQ
Frequently asked questions about Iris B.
Quick answers generated from the profile data available on this page.
What company does Iris B. work for?
Iris B. works for Orion.
What is Iris B.'s role at Orion?
Iris B. is listed as Operations at Orion.
What is Iris B.'s email address?
AeroLeads has found 1 work email signal at @hightoweradvisors.com for Iris B. at Orion.
Where is Iris B. based?
Iris B. is based in United States, United States, United States while working with Orion.
What companies has Iris B. worked for?
Iris B. has worked for Orion, Hightower Advisors, J.P. Morgan Cwm Estate Account Operations, Fifth Third Bank, and Mb Financial Bank.
How can I contact Iris B.?
You can use AeroLeads to view verified contact signals for Iris B. at Orion, including work email, phone, and LinkedIn data when available.
What skills is Iris B. known for?
Iris B. is listed with skills including Banking and Customer Service.
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