Account Management Specialist
Current
Mar 2019 - Present
AeroLeads people directory · profile
Mark Meehan Email & Phone Number
Mutual Funds | Operations Specialist | Securities Trader
at
TechSoup
1 work email found
@techsoupglobal.org
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Mutual Funds | Operations Specialist | Securities Trader
Location
Concord, California, United States
Company size
Who is Mark Meehan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Mark Meehan is listed as Mutual Funds | Operations Specialist | Securities Trader at TechSoup, a company with 342 employees, based in Concord, California, United States. AeroLeads shows a work email signal at techsoupglobal.org and a matched LinkedIn profile for Mark Meehan.
Mark Meehan previously worked as Account Management Specialist at Techsoup and Technical Operations Specialist at Charles Schwab. Mark Meehan holds Bachelor Of Science - Bs, Business Administration And Management, General from San Diego State University.
Company email context
Email format at TechSoup
This section adds company-level context without repeating Mark Meehan's masked contact details.
{first_initial}{last}@techsoupglobal.org
89% confidence
AeroLeads found 1 current-domain work email signal for Mark Meehan. Compare company email patterns before reaching out.
Profile bio
About Mark Meehan
Highly experienced Mutual Funds Operations Specialist accustomed to working in a fast paced environment. FINRA securities licenses Series 7 and 63. Adept using Microsoft Office Suite, Excel, Word, PowerPoint, and Outlook.
Listed skills include Mutual Funds, Equities, Trading, Asset Management, and 9 others.
Current workplace
Mark Meehan's current company
Company context helps verify the profile and gives searchers a useful next step.
Techsoup
5 roles
Mark Meehan work experience
A career timeline built from the work history available for this profile.
Technical Operations Specialist
- Represented business users for sweep funds/Shareholder system Year End testing/processing
- Trained offsite team members for operations transition to Denver
- Documented procedures for all daily sweep fund processes
- Created Job Aids to streamline recurring action items to increase efficiency and accuracy
- Daily interactions with Trading, Technology, Portfolio Managers, and Regulatory Reporting teams.
Mar 2015 - Nov 2017
Senior Operations Specialist
- Executed journal entries for omnibus level trading each day
- Resolved trade breaks to make clients whole
- Fielded hotline inquiries from all departments
- Reconciled Schwab’s total fund balances daily vs external fund accounting partners
- Processed fund level dividends to ensure accuracy and communicated payouts to fund partners
- Transmitted daily wires (up to $1B+) for internal treasury group
Mar 2009 - Feb 2015
Operations Specialist Ii
- Produced detailed regulatory reports to fulfill monthly reporting requirements
- Reviewed eligibility for offshore fund investment and communicated changes to International Partners
- Designed and implemented task specific complex spreadsheets.
- Compiled and delivered fund level daily trade totals to Portfolio Managers and external partners.
Apr 2000 - Feb 2009
Operations Specialist
- Communicated daily offshore fund trades to Dublin Transfer Agent
- Gathered firm/portfolio data in response to inquiries from clients and consultants.
- Generated ad hoc reports for the firm’s PMs and provide support for the trading desk.
Apr 1997 - Mar 2000
Team & coworkers
Colleagues at TechSoup
Other employees you can reach at techsoupglobal.org. View company contacts for 342 employees →
AM
Amari Mcgaha
Colleague at Techsoup
San Francisco, California, United States, United States
View →
RW
Rochelle Williams
Colleague at Techsoup
Oakland, California, United States, United States
View →
DR
Dago Ramírez
Colleague at Techsoup
Medellín, Antioquia, Colombia, Colombia
View →
OS
Oleg Sakharov
Colleague at Techsoup
Spain, Spain
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HK
Hasan Khalid
Colleague at Techsoup
Brooklyn, New York, United States, United States
View →
JI
Justyna Ignaszak
Colleague at Techsoup
Warsaw, Mazowieckie, Poland, Poland
View →
CC
Constantino Chisi
Colleague at Techsoup
Lusaka, Lusaka Province, Zambia, Zambia
View →
JA
Jacqueline Arehart
Colleague at Techsoup
San Francisco, California, United States, United States
View →
AW
Avery Webb
Colleague at Techsoup
San Francisco, California, United States, United States
View →
CM
Chloe Mankin
Colleague at Techsoup
San Francisco, California, United States, United States
View →
Amari Mcgaha
Colleague at Techsoup
San Francisco, California, United States, United States
View →
RW
Rochelle Williams
Colleague at Techsoup
Oakland, California, United States, United States
View →
DR
Dago Ramírez
Colleague at Techsoup
Medellín, Antioquia, Colombia, Colombia
View →
OS
Oleg Sakharov
Colleague at Techsoup
Spain, Spain
View →
HK
Hasan Khalid
Colleague at Techsoup
Brooklyn, New York, United States, United States
View →
JI
Justyna Ignaszak
Colleague at Techsoup
Warsaw, Mazowieckie, Poland, Poland
View →
CC
Constantino Chisi
Colleague at Techsoup
Lusaka, Lusaka Province, Zambia, Zambia
View →
JA
Jacqueline Arehart
Colleague at Techsoup
San Francisco, California, United States, United States
View →
AW
Avery Webb
Colleague at Techsoup
San Francisco, California, United States, United States
View →
CM
Chloe Mankin
Colleague at Techsoup
San Francisco, California, United States, United States
View →
1 education record
Mark Meehan education
FAQ
Frequently asked questions about Mark Meehan
Quick answers generated from the profile data available on this page.
What company does Mark Meehan work for?
Mark Meehan works for TechSoup.
What is Mark Meehan's role at TechSoup?
Mark Meehan is listed as Mutual Funds | Operations Specialist | Securities Trader at TechSoup.
What is Mark Meehan's email address?
AeroLeads has found 1 work email signal at @techsoupglobal.org for Mark Meehan at TechSoup.
Where is Mark Meehan based?
Mark Meehan is based in Concord, California, United States while working with TechSoup.
What companies has Mark Meehan worked for?
Mark Meehan has worked for Techsoup and Charles Schwab.
Who are Mark Meehan's colleagues at TechSoup?
Mark Meehan's colleagues at TechSoup include Amari Mcgaha, Rochelle Williams, Dago Ramírez, Oleg Sakharov, and Hasan Khalid.
How can I contact Mark Meehan?
You can use AeroLeads to view verified contact signals for Mark Meehan at TechSoup, including work email, phone, and LinkedIn data when available.
What schools did Mark Meehan attend?
Mark Meehan holds Bachelor Of Science - Bs, Business Administration And Management, General from San Diego State University.
What skills is Mark Meehan known for?
Mark Meehan is listed with skills including Mutual Funds, Equities, Trading, Asset Management, G/L Reconciliations, Data Analysis, Investments, and Alternative Investments.
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