Fund Financial Analyst | Investment Program Accounting@ Vanguard
Wayne, Pennsylvania, United States
Kelsey Fitzgerald
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Villanova University
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Tell me more about Kelsey Fitzgerald?
FlashIntel GPTKelsey Fitzgerald is a highly experienced professional with 12.3 years of work experience. She possesses a wide range of skills including Microsoft Word, Bloomberg Terminal, PowerPoint, client services, and financial analysis. Kelsey has worked at Vanguard in various roles, including Fund Financial Analyst, Fund Financial Associate, and Client Relationship Associate. She also has experience as a Sales Associate at Anthropologie. Kelsey's expertise lies in institutional investments, fund accounting, and financial analysis. She is based in the United States.
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Emails and Phone Numbers
Work Experience
Fund Financial Analyst | Investment Program Accounting
Fund Financial Associate, Security Pricing
Client Relationship Associate, Institutional Participant Services
Financial Services
Kelsey Fitzgerald's Professional Milestones
- Fund Financial Associate, Security Pricing (2013-05-01~2015-10-01): Optimized financial processes, enhancing accuracy and efficiency in security pricing for various clients.
- Client Relationship Associate, Institutional Participant Services (2011-08-01~2013-05-01): Facilitated seamless integration of institutional participant services to ensure seamless support for institution-wide operations.
Education
Marketing,
Management,
International Business,
Master Of Business Administration,
Masters
2012-2015Skill
Microsoft Word
Bloomberg Terminal
Powerpoint
Client Services
Microsoft Excel
Training
Finance
Institutional Investments
Fund Accounting
Financial Analysis
Training And Coaching
Fund Administration
Reporting And Analysis
Mutual Funds
Equity Research
Certification
Colleagues
Tarak Bhavsar, CIMA
sr product owner | ai and machine learning | vanguard center for analytics and insights
Sanchna Natarajan
Product Owner | Data Analytics
Mitchel Odiaka
client relationship associate sie series7 series 63 her she professional scrum master psm | professional product owner pspo |project management professional pmp
vase petal
Owner
Jeff Remel
Product Owner
Other Named Kelsey Fitzgerald
Frequently asked questions
We found 3 Kelsey Fitzgerald's email addresses
We found 1 Kelsey Fitzgerald's phone numbers
Kelsey Fitzgerald's social media include: Linkedin,
Kelsey Fitzgerald works for Vanguard
Kelsey Fitzgerald's role in Vanguard is Fund Financial Analyst | Investment Program Accounting
Kelsey Fitzgerald works in the industry of Financial Services
Kelsey Fitzgerald's colleagues are Tarak Bhavsar, CIMA,Sanchna Natarajan,Mitchel Odiaka
Kelsey Fitzgerald's latest job experience is Fund Financial Analyst | Investment Program Accounting at Vanguard
Kelsey Fitzgerald's latest education in Villanova University
