Julie D'Angelo Email & Phone Number

Stamford, Connecticut

Irvine, California

Irvine, Ca

Stamford, Ct

- Worked with new client offices to assist in all areas associated with the onboarding and implementation of data into Rockit's system, including developing project roadmap, designing account structure in Rockit, data collection and integration, historical data reconciliation, and report generation.- Coordinated and managed internal client service team consisting of two client associates in order to better service book of existing clients.- Delivered and maintained performance, reporting and accounting solutions on proprietary software and web-based platform.- Collaborated with heads of operations, partnership accounting, tax, performance, and research & development to assign appropriate tasks and deadlines for execution of client requests.

Stamford, Ct

- Verified the closing prices received from pricing vendors to make sure we had the most accurate prices available in our system.- Researched any significant price and trade variances.- Processed daily corporate actions in our systems such as identifier changes, stock splits, mergers, spin offs, and rights offerings.- Created and maintained security master records for over 50,000 equity, fixed income, and private securities. - Valued private equity and hedge fund holdings by obtaining capital statements from the fund managers and analyzing the statements for accuracy as well as confirming major performance returns within funds.- Maintained fund holdings by carefully tracking new side pocket investments, entering transfers, and monitoring cost basis.- Analyzed and processed capital calls and distributions for outside managed partnerships in our system.

Stamford, Ct

As the trade specialist in the operations department, I processed and reconciled trades, including equity trades, spot and forward currency contracts, and mutual fund trades. I worked together with the department to complete maintenance requests, such as account and client updates, set up banks and vendors in the system, and process requests from other departments. If there were any trade discrepancies, I investigated them with the custodian and manager. I also looked into trade related inquiries from other groups and departments.

New Canaan, Ct

Working in the lobby of the bank, I met face-to-face with dozens of customers a day. I financially profiled them to help them meet their needs and live comfortably with their finances. The position entailed not only sales, but customer service and building strong relationships with each person. I also worked closely with our partners, including a mortgage consultant, a merchant service consultant, financial advisors, a private banker, and more, to make sure each customer received the advice and products that best fit their needs.

Norwalk, Ct

At Wells Fargo Financial, I utilized sales leads to contact prospective clients and help them meet their financial goals through our products. I sold clients credit cards, auto loans, and mortgage refinances to help them better consolidate, manage, and pay off their debt.

As the SVP, I helped recruit prospective pledges to the co-ed business fraternity. I marketed the fraternity, set up events showcasing the professional and social aspects of the group, conducted interviews of the rushes, led informational meetings, spoke in front of groups of 100+ people, and helped facilitate voting of the new pledges for the semester. I also mentored the rushes and helped them to become the brothers they are today.

Hartford, Ct

I performed administrative support to a financial advisor on the Wealth Management team. I set up appointments with prospective clients, helped to set up a seminar for both clients and prospects on social security and medicare, analyzed different mutual funds, and learned about not only 401k plans, but the financial industry as a whole.