Natasha White Email and Phone Number
Natasha White work email
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Natasha White personal email
At Altruist, our team excels in transforming customer onboarding into a seamless and supportive experience, leveraging my expertise in CRM and financial services. With over a year of dedicated service as an Onboarding Manager, we've honed strategies that significantly enhance client relationships and operational efficiency.Our mission at Altruist is to streamline the complex world of finance, making it accessible and manageable for our clients. Thanks to a solid foundation in FINRA regulations and a commitment to tech operations, we deliver tailored onboarding solutions that align with the dynamic needs of the financial sector.
Altruist
View- Website:
- altruist.com
- Employees:
- 62
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Onboarding ManagerAltruist Oct 2023 - Present
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Onboarding SpecialistAltruist Apr 2023 - Oct 2023
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Customer Success, Tech OpsAltruist Oct 2021 - Apr 2023Los Angeles, California, United States
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Securities Settlement AnalystBaird Aug 2018 - Oct 2021Serves as lead on fed desk to carry out routine and non-routine transactions for Baird’s private wealth management’s operations department to achieve desired goals in a fast-paced environment. Utilize exceptional skills and abilities to perform trade settlement for fixed income securities of government products, such as mortgage-backed securities, municipal bonds, corporate bonds, and treasuries to accomplish settlement goals. Analyze and resolve complex conflicts / issues and initiate process improvements for reduced errors and cuts time on fundamental tasks by continuously reconciling various operational activities for seamless workflow. Act as focal point between traders and Fed / DTC desks to undertake repo activity and triparty deals, as well as regularly analyze available capital for collateral use to avoid excess cash financing overnight, while resolving escalated issues and problems as required. -
Mutual Funds Administrative AssistantU.S. Bancorp Investments, Inc. May 2013 - Aug 2018Formulated SEC regulatory and financial statement filings, as well as reports for board of directors, compliance, and several financial information for fund administration department, while supporting and administrating USBFS team of more than 70 employees. Handled expense management, organized semi / annual board meetings, and presented information extracted from detailed analysis of specific mutual funds of Morningstar and Lipper in support of 15c analysis, while acting as contact for coordination with mutual fund clients.
Natasha White Skills
Natasha White Education Details
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Finance, General
Frequently Asked Questions about Natasha White
What company does Natasha White work for?
Natasha White works for Altruist
What is Natasha White's role at the current company?
Natasha White's current role is Onboarding Manager | Financial Services Expert.
What is Natasha White's email address?
Natasha White's email address is nw****@****ird.com
What schools did Natasha White attend?
Natasha White attended University Of Wisconsin-Milwaukee.
What skills is Natasha White known for?
Natasha White has skills like Settlement, Microsoft Word, Microsoft Excel, Administration, Accounting, Finance, Security Management, Managed Security Services, Security Operations, Financial Services, Microsoft Powerpoint.
Who are Natasha White's colleagues?
Natasha White's colleagues are Campbell A., Jassmine Pickens, Jayesh Rikame, Phil Lafresnaye, Pooja Kamble, Victor Pollaci, Joseph Malafronte.
Not the Natasha White you were looking for?
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Natasha White
Experienced Real Estate Professional | Director Of Sales And Closing | Government Contracting Enthusiast | 22+ Years Of Real Estate Excellence | Mba Candidate In Government Contracts & AcquisitionUpper Marlboro, Md4gmail.com, redfin.com, exprealty.com, growthbyncrc.org1 +120627XXXXX
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1newrelic.com -
3nationalservice.gov, acrhomes.com, northcentral.edu -
Natasha White
New York, Ny2ibm.com, fb.com1 +447824XXXXXX
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