Ross Foster, Mba

Ross Foster, Mba Email and Phone Number

Director of Operations at LM Capital. Group @ LM Capital Group, LLC.
Ross Foster, Mba's Location
Fallbrook, California, United States, United States
Ross Foster, Mba's Contact Details

Ross Foster, Mba personal email

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.

Ross Foster, Mba's Current Company Details
LM Capital Group, LLC.

Lm Capital Group, Llc.

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Director of Operations at LM Capital. Group
Ross Foster, Mba Work Experience Details
  • Lm Capital Group, Llc.
    Director Of Operations
    Lm Capital Group, Llc. Mar 2024 - Present
    San Diego, Ca, Us
    View
  • Chandler Asset Management, Inc.
    Operations Team Leader
    Chandler Asset Management, Inc. Jan 2024 - Mar 2024
    San Diego, California, Us
    View
  • Chandler Asset Management, Inc.
    Senior Investment Operations Specialist
    Chandler Asset Management, Inc. Aug 2021 - Jan 2024
    San Diego, California, Us
    View
  • Chandler Asset Management, Inc.
    Investment Operations Specialist Level 2
    Chandler Asset Management, Inc. Aug 2018 - Aug 2021
    San Diego, California, Us
    View
  • Chandler Asset Management, Inc.
    Investment Operations Specialist Level 1
    Chandler Asset Management, Inc. Sep 2015 - Aug 2018
    San Diego, California, Us
    View
  • Back Office Support Service
    Senior Account Manager
    Back Office Support Service Feb 2010 - Jun 2015
    Vista, Ca, Us
    -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 report findings and recommendations-Prepare quarterly billing and performance reports and handle specific financial advisor requests-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 from custodians to rebuild historical data-Correct processing of corporate actions-Provide detailed and informative answers to advisor related questions and requests-Knowledge of financial institutions and transactions to ensure accurate accounting and reporting-Provide excellent customer service to firms clients
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  • Back Office Support Service
    Account Manager
    Back Office Support Service Feb 2007 - May 2010
    Vista, Ca, Us
    -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 from custodians to rebuild historical data-Correct processing of corporate actions-Provide detailed and informative answers to advisor related questions and requests-Knowledge of financial institutions and transactions to ensure accurate accounting and reporting-Provide excellent customer service to firms clients
    View
  • First Investors Corporation
    Financial Services Representative
    First Investors Corporation Oct 2006 - Jan 2007
    New York, Ny, Us
    -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 needs and financial situations-Sought opportunities to grow business and drive sales by developing a strong client base-Earned series 6, 63 licenses and California Life Insurance license
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Ross Foster, Mba Skills

Goldengate Financial Advisory Sec Banking Accounting Economics Sports Insurance Multi Tasking Sales Demanding 63 Licenses Cooking Troubleshooting Client Services Business Services Academic Instruction Snowboarding Investments Upkeep Finance Series 6 Camping Reports San Diego Financial Services San Outlook Related Services Business Administration Microsoft Word Real Estate Microsoft Excel Ross Financial Institutions Hiking Customer Service Project Planning Invoicing Travel Data Conversion Back Office Databases Financial Transactions Management Fly Fishing Research Problem Solving Science Reporting Cycling Corporate Actions Retirement Covering Analysis Custodians Securities Responsibility Internal Audit

Ross Foster, Mba Education Details

  • Golden Gate University
    Golden Gate University
    General
  • Sonoma State University
    Sonoma State University
    Finance And A Minor In Economics

Frequently Asked Questions about Ross Foster, Mba

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 the current company?

Ross Foster, Mba's current role is Director of Operations at LM Capital. Group.

What is Ross Foster, Mba's email address?

Ross Foster, Mba's email address is ro****@****ail.com

What schools did Ross Foster, Mba attend?

Ross Foster, Mba attended Golden Gate University, Sonoma State University.

What skills is Ross Foster, Mba known for?

Ross Foster, Mba has skills like Goldengate, Financial Advisory, Sec, Banking, Accounting, Economics, Sports, Insurance, Multi Tasking, Sales, Demanding, 63 Licenses.

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