Director Of Operations
Current
Mar 2024 - Present
AeroLeads people directory · profile
Ross Foster, Mba Email & Phone Number
Director of Operations at LM Capital. Group
at
LM Capital Group, LLC.
3 work emails found
@chandlerasset.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director of Operations at LM Capital. Group
Location
Fallbrook, California, United States
Who is Ross Foster, Mba? Overview
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Quick answer
Ross Foster, Mba is listed as Director of Operations at LM Capital. Group at LM Capital Group, LLC., based in Fallbrook, California, United States. AeroLeads shows a work email signal at chandlerasset.com and a matched LinkedIn profile for Ross Foster, Mba.
Ross Foster, Mba previously worked as Director of Operations at Lm Capital Group, Llc. and Operations Team Leader at Chandler Asset Management, Inc.. Ross Foster, Mba holds Master Of Business Administration (Mba), Finance, General from Golden Gate University.
Company email context
Email format at LM Capital Group, LLC.
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*@chandlerasset.com
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AeroLeads found 3 current-domain work email signals for Ross Foster, Mba. Compare company email patterns before reaching out.
Profile bio
About Ross Foster, Mba
High performing individual who thinks out of the box with 15+ years of experience as an account manager in the financial services industry. Highly skilled in data reconciliation, data management, report generating, and building relationships with clients. Exceptional analytical and interpersonal communication skills. Adept in assessing client needs, developing options and presenting recommendations. I work well on a team as well as on an individual basis as needed. Enthusiastic to succeed with motivation and drive to be a leader of industry.
Listed skills include Goldengate, Financial Advisory, Sec, Banking, and 56 others.
Current workplace
Ross Foster, Mba's current company
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8 roles
Ross Foster, Mba work experience
A career timeline built from the work history available for this profile.
Operations Team Leader
Jan 2024 - Mar 2024
Senior Investment Operations Specialist
Aug 2021 - Jan 2024
Investment Operations Specialist Level 2
Aug 2018 - Aug 2021
Investment Operations Specialist Level 1
Sep 2015 - Aug 2018
Senior Account Manager
-Manage a team of 15 employees-Adept with PortfolioCenter Software by Schwab-Trouble shoot problems for firms account managers-In charge of all new client database set up-In charge of researching all corporate actions and creating instruction documents for the firm on how to best process the corporate actions-Perform comprehensive audits on databases and.
Feb 2010 - Jun 2015
Account Manager
-Prepare quarterly billing and performance reports and handle specific financial advisor requests-Adept Knowledge of PortfolioCenter Software developed by Schwab-Perform daily upkeep of financial advisors database: Daily reconciliations of database, daily processing of data, -Responsible for database conversions and one time projects-Manually enter data.
Feb 2007 - May 2010
Financial Services Representative
-Consulted with clients and businesses about banking, securities, insurance and related services-Provide high level client service and investment advice to academic professionals retirement accounts-Provided sound financial advice for investments and purchases of financial product that best suit each customer’s needs-Meet with clients regularly to manage.
Oct 2006 - Jan 2007
2 education records
Ross Foster, Mba education
Master Of Business Administration (Mba), Finance, General
Golden Gate University
Bachelor Of Science, Finance And A Minor In Economics
Sonoma State University
FAQ
Frequently asked questions about Ross Foster, Mba
Quick answers generated from the profile data available on this page.
What company does Ross Foster, Mba work for?
Ross Foster, Mba works for LM Capital Group, LLC..
What is Ross Foster, Mba's role at LM Capital Group, LLC.?
Ross Foster, Mba is listed as Director of Operations at LM Capital. Group at LM Capital Group, LLC..
What is Ross Foster, Mba's email address?
AeroLeads has found 3 work email signals at @chandlerasset.com for Ross Foster, Mba at LM Capital Group, LLC..
Where is Ross Foster, Mba based?
Ross Foster, Mba is based in Fallbrook, California, United States while working with LM Capital Group, LLC..
What companies has Ross Foster, Mba worked for?
Ross Foster, Mba has worked for Lm Capital Group, Llc., Chandler Asset Management, Inc., Back Office Support Service, and First Investors Corporation.
How can I contact Ross Foster, Mba?
You can use AeroLeads to view verified contact signals for Ross Foster, Mba at LM Capital Group, LLC., including work email, phone, and LinkedIn data when available.
What schools did Ross Foster, Mba attend?
Ross Foster, Mba holds Master Of Business Administration (Mba), Finance, General from Golden Gate University.
What skills is Ross Foster, Mba known for?
Ross Foster, Mba is listed with skills including Goldengate, Financial Advisory, Sec, Banking, Accounting, Economics, Sports, and Insurance.
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