James Dock Email and Phone Number
James Dock work email
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James Dock personal email
James Dock is a Associate, Client Delivery Team Lead, Data Solutions Department at iCapital.
Icapital
View- Website:
- icapitalnetwork.com
- Employees:
- 1864
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Associate, Client Delivery Team Lead, Data Solutions DepartmentIcapitalMidvale, Ut, Us -
Analyst, Sr. Client Delivery Advocate, Data Solutions DepartmentIcapital Apr 2024 - PresentSalt Lake City, Utah, United StatesMirador is now part of iCapital -
Senior Financial Reporting AnalystMirador, Inc. Jul 2023 - Apr 2024Salt Lake City, Utah, United StatesMirador was acquired by iCapital -
Financial Reporting AnalystMirador, Inc. Apr 2022 - Jul 2023Salt Lake City, Utah, United States• Implemented 10+ worldwide UHNW Family Offices/RIA’s/Asset Management Firm’s/etc. entire portfolio of wealth (including cash accounts, brokerage/online accounts, alternative investments, etc.) for all their client(s) onto a unique and completely customized Addepar instance, typically ranging from $300M - $1B AUM. • Lead engagements by communicating directly with the client’s manager to create customized reports, within the Addepar system, using tables, graphs, and an array of custom… Show more • Implemented 10+ worldwide UHNW Family Offices/RIA’s/Asset Management Firm’s/etc. entire portfolio of wealth (including cash accounts, brokerage/online accounts, alternative investments, etc.) for all their client(s) onto a unique and completely customized Addepar instance, typically ranging from $300M - $1B AUM. • Lead engagements by communicating directly with the client’s manager to create customized reports, within the Addepar system, using tables, graphs, and an array of custom attributes to highlight all investment activity.• Built and maintained multiple client’s Addepar instances which include: following a customized ownership structure from scratch, linking online accounts, creating offline alternative investment positions, and setting up portals to retrieve fund documents directly from the fund. • Took initiative to train and delegate tasks amongst the analysts on my team to promote collaboration and enhance efficiencies in the office. Show less -
Fcc Compliance AnalystGoldman Sachs Aug 2021 - Apr 2022Salt Lake City, Utah, United States -
Customer Relationship AdvocateFidelity Investments May 2020 - Sep 2020Salt Lake County, Utah, United States• Received 30+ calls a day from clients seeking help with their Fidelity online account• Performed account maintenance on real-time phone calls, while providing professional customer service• Analyzed and modified the clients profile restrictions to enforce top level client account and identity protection
James Dock Education Details
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Finance, General
Frequently Asked Questions about James Dock
What company does James Dock work for?
James Dock works for Icapital
What is James Dock's role at the current company?
James Dock's current role is Associate, Client Delivery Team Lead, Data Solutions Department.
What is James Dock's email address?
James Dock's email address is ja****@****chs.com
What schools did James Dock attend?
James Dock attended University Of Utah - David Eccles School Of Business.
Who are James Dock's colleagues?
James Dock's colleagues are Tiago Gouveia, Leonid Poliakov, David Dong, Maxwell Romeyn, Katharine Glassmeyer, Bella Carrozza, Jake Lin.
Not the James Dock you were looking for?
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James Raddock
New York, Ny2gmail.com, door3.com3 +191744XXXXX
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James Waldock
Albuquerque, Nm3aol.com, risksense.com, ivanti.com1 +150572XXXXX
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