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Justin Dunleavy Email & Phone Number
Custody Operations Senior Manager
at
Vestwell
1 work email found
@pcsretirement.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Custody Operations Senior Manager
Location
West Chester, Pennsylvania, United States
Company size
Who is Justin Dunleavy? Overview
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Quick answer
Justin Dunleavy is listed as Custody Operations Senior Manager at Vestwell, a company with 434 employees, based in West Chester, Pennsylvania, United States. AeroLeads shows a work email signal at pcsretirement.com and a matched LinkedIn profile for Justin Dunleavy.
Justin Dunleavy previously worked as Manager - Cash Reconciliation at Pcs Retirement and Team Lead - Cash Reconciliation at Pcs Retirement. Justin Dunleavy holds Bachelor’S Degree, Finance And Economics from West Chester University Of Pennsylvania.
Company email context
Email format at Vestwell
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{first}.{last}@pcsretirement.com
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AeroLeads found 1 current-domain work email signal for Justin Dunleavy. Compare company email patterns before reaching out.
Profile bio
About Justin Dunleavy
Justin Dunleavy is a Custody Operations Senior Manager at Vestwell. He possess expertise in finance, microsoft excel, time management, teamwork, analysis and 15 more skills. He is proficient in English and American Sign Language.
Listed skills include Finance, Microsoft Excel, Time Management, Teamwork, and 16 others.
Current workplace
Justin Dunleavy's current company
Company context helps verify the profile and gives searchers a useful next step.
Vestwell
7 roles
Justin Dunleavy work experience
A career timeline built from the work history available for this profile.
Manager - Cash Reconciliation
Current
Jun 2022 - Present
Team Lead - Cash Reconciliation
Jun 2021 - Jun 2022
Operations Analyst
Feb 2019 - Jun 2021
Operations Analyst
- Reconcile cash and portfolio holdings for SMA accounts using APL accounting application for municipal, convertible, government and equity products
- Perform suitability checks on new accounts to ensure that all proper information is obtained
- Interpret client needs and be able to solve all discrepancies in a timely fashion
Aug 2017 - Jan 2019
Intern
Wheelhouse Analytics
- Assisted in analytics by updating and mapping through Excel
- Responsible for updating and maintaining the Salesforce account
- Utilized PowerPoint to create the base models used by the development team to build full-scaled products
Sep 2015 - Jun 2017
Summer Intern
- Loan Originations:
- Assessed financial information including federal tax returns, personal financial statements, CPA prepared financial statements and other data to develop credit underwriting documents.
- Spreads client supplied financial information utilizing software programs to support client requests.
- Directly underwrites smaller loan transactions as assigned. As well as gathered information and assisted in underwriting loans up to $12.5 million.
- Works with Loan Administrators and Loan Servicing to ensure proper credit file documentation is maintained in the Bank’s filing system.·Provides reporting and support for the Bank’s portfolio management.
- Increased workflow efficiency and organization of back office by reducing back logs in daily teller reconciliations.
Jun 2015 - Aug 2015
2 education records
Justin Dunleavy education
Bachelor’S Degree, Finance And Economics
High School
Central Bucks West High School
FAQ
Frequently asked questions about Justin Dunleavy
Quick answers generated from the profile data available on this page.
What company does Justin Dunleavy work for?
Justin Dunleavy works for Vestwell.
What is Justin Dunleavy's role at Vestwell?
Justin Dunleavy is listed as Custody Operations Senior Manager at Vestwell.
What is Justin Dunleavy's email address?
AeroLeads has found 1 work email signal at @pcsretirement.com for Justin Dunleavy at Vestwell.
Where is Justin Dunleavy based?
Justin Dunleavy is based in West Chester, Pennsylvania, United States while working with Vestwell.
What companies has Justin Dunleavy worked for?
Justin Dunleavy has worked for Vestwell, Pcs Retirement, Pcs, Llc, Sei, and Wheelhouse Analytics.
How can I contact Justin Dunleavy?
You can use AeroLeads to view verified contact signals for Justin Dunleavy at Vestwell, including work email, phone, and LinkedIn data when available.
What schools did Justin Dunleavy attend?
Justin Dunleavy holds Bachelor’S Degree, Finance And Economics from West Chester University Of Pennsylvania.
What skills is Justin Dunleavy known for?
Justin Dunleavy is listed with skills including Finance, Microsoft Excel, Time Management, Teamwork, Analysis, Investments, Microsoft Office, and Financial Statements.
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