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Joyce K. Email & Phone Number
Associate Vice President
at
Rockefeller Capital Management
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate Vice President
Location
Trenton, New Jersey, United States
Who is Joyce K.? Overview
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Quick answer
Joyce K. is listed as Associate Vice President at Rockefeller Capital Management, based in Trenton, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Joyce K..
Joyce K. previously worked as Operations Analyst - Alternative Investments at Rockefeller Capital Management and Dealer Service Specialist at Foresters Financial. Joyce K. holds Bachelor'S Degree, Finance & Economics from St. John'S University.
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Email format at Rockefeller Capital Management
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Rockefeller Capital Management
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Profile bio
About Joyce K.
Financial services professional with extensive experience and knowledge in transfer agent operations, back office operations, processing functions and customer service. Particularly skilled at NSCC trading (Fund/SERV), Networking, reconciliation, mutual fund conversions, retirement products and transaction processing. Known for providing excellent customer service to the broker dealer community. As a Broker Dealer Services specialist, assisted dealers with inquiries on their clients, processed transactions, handled Selling, Networking and Fund/SERV agreements, assisted with all NSCC transactions, monitored and updated the DTCC website, the portal for First Investors Funds, handled all inquiries regarding the Foresters Financial website access for Investment Professionals and various other departmental functions. Designed and edited the Dealer Services training manual which is a guideline for the departmental functions and procedures. Cultivated, trained and guided a team of dealer service associates.
Current workplace
Joyce K.'s current company
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7 roles
Joyce K. work experience
A career timeline built from the work history available for this profile.
Operations Analyst - Alternative Investments
Current
Aug 2021 - Present
Dealer Service Specialist
Processed the daily FundSERV activity, rectified the rejected trades reconciled the accounting Journal and the settlement wire. Served as primary dealer services representative, assisted broker dealers with clients’ accounts and provided resolution to dealer inquiries and customer account processes. Monitored and updated DTCC Mutual Fund Profile on.
Mar 2018 - May 2020
Broker Dealer Service Specialist
Assisted broker dealers with account, service and procedural questions. Assisted internal sales force on outside funds transactions, placing liquidations, exchanges, rebalancing, and maintenance on client’s outside fund products and placing share orders for First Investors Funds and outside funds. Designed and edited the Dealer training manual. Assisted in.
Nov 2006 - Mar 2018
Customer Service Representative
Provided quality customer service to clients, representatives and broker dealers with general account questions, service questions, procedures and processed telephone transactions. Served as primary dealer services representative. Handled all research for the call volume on the dealer services line. Designed and edited the Dealer training manual. Assisted.
Jan 1998 - Nov 2006
Customer Service Representative
Foresters Investors Services Formerly First Investors (Aquila Distributors)
Assisted clients and broker dealers with account inquires, processed telephone transactions, money market and mutual fund trades. Processed NSCC Fund/SERV trades, settlement and adjustments.
Sep 1991 - Jan 1998
Rollover Clerk
Foresters Investors Services Formerly First Investors
Processed incoming rollovers for investment into First Investors Mutual Funds.
Oct 1987 - Sep 1991
2 education records
Joyce K. education
Bachelor'S Degree, Finance & Economics
Associate'S Degree, Accounting
FAQ
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Quick answers generated from the profile data available on this page.
What company does Joyce K. work for?
Joyce K. works for Rockefeller Capital Management.
What is Joyce K.'s role at Rockefeller Capital Management?
Joyce K. is listed as Associate Vice President at Rockefeller Capital Management.
Where is Joyce K. based?
Joyce K. is based in Trenton, New Jersey, United States while working with Rockefeller Capital Management.
What companies has Joyce K. worked for?
Joyce K. has worked for Rockefeller Capital Management, Foresters Financial, Foresters Investors Services Formerly First Investors (Aquila Distributors), and Foresters Investors Services Formerly First Investors.
How can I contact Joyce K.?
You can use AeroLeads to view verified contact signals for Joyce K. at Rockefeller Capital Management, including work email, phone, and LinkedIn data when available.
What schools did Joyce K. attend?
Joyce K. holds Bachelor'S Degree, Finance & Economics from St. John'S University.
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