portfolio administrator at a financial advisory firm in bellevue wa@ unnamed company listed
Seattle, Washington, United States
Crystal Mason
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Lemon Bay High School
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FlashIntel GPTCrystal Mason is a highly experienced professional with 21.3 years of work experience in the financial industry. She has a strong background in equity trading and has worked in various roles, including Portfolio Specialist and Client Service Associate. Crystal is skilled in Bloomberg, asset management, equities, trading, and series 7. She is currently based in Seattle, Washington. Crystal has a proven track record of delivering high-quality results and is known for her strong interpersonal skills, attention to detail, and problem-solving abilities. She is a fast learner and adopter of new technologies, and is willing to give 110%.
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About
I moved to Seattle in the summer of 2011 with 8 years of financial experience under my belt, primarily in the equity trading field. In February 2012, I joined a financial advisory firm in Bellevue,WA, working briefly as a Client Service Associate before moving into the more operations oriented role of Portfolio Administration that I work in now. Specialties: Strong interpersonal skills & high "eq", fine attention to detail, solid analytical and problem solving skills, ability to work in a fast paced and changing environment at a high level of efficiency and accuracy, fast learner and adopter of new technologies, willingness to give 110%.
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portfolio administrator at a financial advisory firm in bellevue wa
Portfolio Specialist
Client Service Associate
Crystal Mason's Professional Milestones
- Operations Customer Service Representative (2002-06-01~2002-07-01): Achieved highest efficiency levels in customer service, resulting in improved customer satisfaction and loyalty.
- Trading Associate (2004-08-01~2006-10-01): Successfully led cross-border trading campaigns, securing significant clients' investment opportunities.
Education
Skill
Bloomberg
Asset Management
Equities
Trading
Series 7
Microsoft Office
Retail
Institutional
Excel
Asset Managment
Microsoft Excel
Equity Trading
Mutual Funds
Finra
Securities
Investments
Certification
Colleagues
RESAT TARDU ISLAMOGLU
director at unnamed company listed
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