Joe Mccarron Email & Phone Number
@umass.edu
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Who is Joe Mccarron? Overview
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Joe Mccarron is listed as Client Operations Associate at SCS Financial, a company with 480 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at umass.edu and a matched LinkedIn profile for Joe Mccarron.
Joe Mccarron previously worked as Trading Specialist at Choate, Hall & Stewart Llp and Business Owner at Jm2 Basketball. Joe Mccarron holds Bachelor'S Degree, Finance, General from Isenberg School Of Management, Umass Amherst.
Email format at SCS Financial
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AeroLeads found 1 current-domain work email signal for Joe Mccarron. Compare company email patterns before reaching out.
About Joe Mccarron
I am an experienced Investment Operations and Trading Specialist with a strong foundation in trade execution, portfolio management, and financial analysis. Currently, I work at Choate, Hall & Stewart LLP, where I manage the accurate allocation and settlement of over 100 daily trades across equities, fixed income, and mutual funds. My role also involves resolving post-trade discrepancies, supporting portfolio reconciliation, and ensuring timely client reporting for over 3,500 portfolios.I am skilled in financial modeling, data analysis (Excel, Python), investment strategy development, and client relationship management. I am also pursuing the Chartered Alternative Investment Analyst (CAIA) designation to further deepen my expertise in alternative asset classes.
Joe Mccarron's current company
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Joe Mccarron work experience
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Trading Specialist
CurrentBusiness Owner
Current- Founded and established a basketball training company that has grown from 5 to 28 athletes ranging from 2nd grade to division 1 college players
- Manage all aspects of the company including client acquisition, scheduling and marketing
- Extensively use Microsoft Excel to track payments and income
Basketball Sme
- Provide insights into their domain of expertise via verbal commentary about a range of demonstrations shown on video and exchange with Meta AI researchers and other subject matter experts- Verbal expert commentary time stamped across videos in the dataset — offering technical perspectives on the execution of tasks by the person in the videos, tips.
Investment Intern
- Navigate QuickBase to aggregate fund performance data in excel for my managers to utilize
- Analyze manager search activities using eVestment and internal databases to evaluate trends and effectiveness of decision making
- Create spreadsheets for each Investment manager on ESG and DEI factors
Player Development Intern
Defended NBA stars like Kyrie Irving, Paul George, Russell Westbrook, and Jaylen Brown among othersWorked 5-6 days a week for NBA Trainer Noah LaRocheTrusted to facilitate game-like reads for our players that we determine are important through their game film, statistical data, and tendenciesInstructed new Integrity clients in our offensive principles and.
Basketball Student Manager
Train players individually to help them add to their gameManage behind-the-scenes operations on game days Run opposing teams' plays and schemes to help the players get ready for gamesDefend players in game-like situations Track in-game analytics and create post-game reports for assistants
Investment Intern
- Utilized data science to improve outcomes for investment programs including endowments and foundations
- Analyzed the annual NACUBO survey comparing performance and asset allocation of college and university clients with a national review of over 700 peers and presented results to management and clients
- Developed new methods of utilizing client data to increase traffic on the firm's proprietary portal, PrimePlus
- Created a website to market PrimePlus expanding the firm’s reach into investment technology
Data Analyst Intern
- Supported the head of Information Systems on assigned special projects. Extensively utilized Tableau, QuickBase, Excel, FactSet and the firm's Proprietary Client Portal, PrimePlus
- Completed a competitive review project researching 20+ of the firm's primary competitors by collecting and analyzing detailed information utilizing eVestment and FactSet. Successfully presented my in-depth analysis to.
Basketball Coach
Colleagues at SCS Financial
Other employees you can reach at choate.com. View company contacts for 480 employees →
Brian King
Colleague at Scs Financial
Boston, Massachusetts, United States, United States
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CK
Chase Kjellberg
Colleague at Scs Financial
Boston, Massachusetts, United States, United States
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RS
Robert Savage
Colleague at Scs Financial
Boston, Massachusetts, United States, United States
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Eric Marandett
Colleague at Scs Financial
Boston, Massachusetts, United States, United States
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BB
Brigid Bowser
Colleague at Scs Financial
Boston, Massachusetts, United States, United States
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TW
Tracie Welch
Colleague at Scs Financial
Boston, Massachusetts, United States, United States
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DC
Denise Columbare
Colleague at Scs Financial
Malden, Massachusetts, United States, United States
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DB
David Brown
Colleague at Scs Financial
Boston, Massachusetts, United States, United States
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CC
Charles Cheever
Colleague at Scs Financial
Concord, Massachusetts, United States, United States
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EB
Eileen Bianchi
Colleague at Scs Financial
United States, United States
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Joe Mccarron education
Bachelor'S Degree, Finance, General
Other; Certificate In Alternative Investments, Complete
Education record
Frequently asked questions about Joe Mccarron
Quick answers generated from the profile data available on this page.
What company does Joe Mccarron work for?
Joe Mccarron works for SCS Financial.
What is Joe Mccarron's role at SCS Financial?
Joe Mccarron is listed as Client Operations Associate at SCS Financial.
What is Joe Mccarron's email address?
AeroLeads has found 1 work email signal at @umass.edu for Joe Mccarron at SCS Financial.
Where is Joe Mccarron based?
Joe Mccarron is based in Boston, Massachusetts, United States while working with SCS Financial.
What companies has Joe Mccarron worked for?
Joe Mccarron has worked for Scs Financial, Choate, Hall & Stewart Llp, Jm2 Basketball, Meta, and Prime Buchholz Llc.
Who are Joe Mccarron's colleagues at SCS Financial?
Joe Mccarron's colleagues at SCS Financial include Brian King, Chase Kjellberg, Robert Savage, Eric Marandett, and Brigid Bowser.
How can I contact Joe Mccarron?
You can use AeroLeads to view verified contact signals for Joe Mccarron at SCS Financial, including work email, phone, and LinkedIn data when available.
What schools did Joe Mccarron attend?
Joe Mccarron holds Bachelor'S Degree, Finance, General from Isenberg School Of Management, Umass Amherst.
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