Jared Konicoff Email & Phone Number

Berwyn, PA

Berwyn, PA

Berwyn, PA

Berwyn, PA

• Assigned Quality Control responsibilities in order to confirm the quality and completion of team tasks
• Helped create and implement new procedures within the Portfolio Administration team
• Acted as an escalation point both within, and outside of the team regarding team issues/questions
• Assisted in the hiring and training of new employees

Berwyn, PA

• Responsible for monitoring, working on and ensuring the trading of client’s accounts, including clients in which special accommodations are required
• Worked closely with Envestnet’s Institutional Trading team to help prepare block trades
• Experience in working with multiple custodians and their platforms

Berwyn, PA

• Responsible for new account establishment and account administration
• Part of a sub group within the team that was responsible for clients who require special accommodations
• Helped establish procedure for a number of team responsibilities
• Participated in special projects which required collaboration among multiple internal departments

Stony Point, NY

• Responsible for weekly inventory, ordering and shipments from a variety of tri-state distributors
• Managed and trained employees to ensure full coverage of the store’s daily operations
• Gained understanding of market demographics to improve the store’s profits and update inventory

Newark, DE

• Worked part time during the academic year to help pay tuition costs
• Collaborated with other organizations on campus to plan formals, banquets and concerts
• Assisted in the setup, service, and cleanup of company events

Bachelor Of Arts (B.A.), Economics

Bachelor Of Arts (B.A.), Political Science