Kara Mason Email and Phone Number
Kara Mason work email
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Kara Mason personal email
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Kara Mason is a Regional Oversight Manager at BNY Mellon Wealth Management. She possess expertise in management, banking, finance, equities, microsoft office and 2 more skills.
Bny Mellon Wealth Management
View- Website:
- bny.com/pershing
- Employees:
- 4221
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Regional Oversight ManagerBny Mellon Wealth ManagementBoston, Ma, Us
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Regional Oversight ManagerBny Mellon Wealth Management Apr 2021 - PresentBoston, Massachusetts, United States -
Business Support And Planning AnalystBny Mellon Wealth Management Apr 2018 - Apr 2021Boston, Massachusetts, United States
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Associate Wealth ManagerBny Mellon Wealth Management Dec 2013 - Apr 2018Invest client assets to achieve their short-term and long-term goals, while being mindful of clients' risk tolerance.Rebalance client portfolios as necessary to ensure appropriate exposure to various asset classes are maintained.Continually strengthen client relationships to ensure satisfaction with our relationship as well as with the company.
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Portfolio AdministratorBny Mellon Wealth Management Jul 2012 - Dec 2013Assist Portfolio Managers with building strong relationships with our clients as well as affiliates by completing all tasks efficiently and communicating effectively.Prepare client materials that summarize their portfolios and illustrate the effects of their spending habits.Initiate trades of securities to ensure client accounts are properly allocated according to their investment objectives.
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Investment SpecialistBny Mellon Wealth Management Oct 2010 - Jul 2012Provide administrative support to Portfolio Managers by ensuring client relationships are in compliance with federal and corporate regulations.Speak directly with clients and resolve their issues in a timely manner.Knowledgeable of various systems used to maintain client accounts and relationships.
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Private Banking Relationship AssociateBny Mellon Wealth Management Feb 2008 - Oct 2010Collaborate with managers to develop and manage a new Operations department for the banking center.Master new account system and lead team through the transition.Appointed as the primary Information Security Officer for department, ensuring client information is maintained in accordance with company and state policies.Provide exceptional customer service in person and by phone, to ensure customer satisfaction and accounts are in good standing.
Kara Mason Skills
Kara Mason Education Details
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Simmons College - Simmons School Of ManagementMaster Of Business Administration (Mba) -
Psychology
Frequently Asked Questions about Kara Mason
What company does Kara Mason work for?
Kara Mason works for Bny Mellon Wealth Management
What is Kara Mason's role at the current company?
Kara Mason's current role is Regional Oversight Manager.
What is Kara Mason's email address?
Kara Mason's email address is ka****@****lon.com
What is Kara Mason's direct phone number?
Kara Mason's direct phone number is (800) 205*****
What schools did Kara Mason attend?
Kara Mason attended Simmons College - Simmons School Of Management, Emmanuel College.
What skills is Kara Mason known for?
Kara Mason has skills like Management, Banking, Finance, Equities, Microsoft Office, Data Analysis, Project Management.
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3gmail.com, gmail.com, bnymellon.com2 +141288XXXXX
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Kara Mason
Revolutionizing K-12 Education: Driving Growth & Performance In Edtech Through Strategic Operations, Marketing, Sales, And Hr LeadershipLouisville, Ky -
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