Stephanie Roundy

Us Operations Manager

Since 2020, Stephanie Roundy has been working in Envision Financial Systems, Inc located 604, 604. Stephanie Roundy is a competent Us Operations Manager with over 21 years of work experience. According to Stephanie's CV and work profile, this professional has worked at more than eight places with numerous backgrounds and got various skills. Stephanie attended school at the University of Colorado Denver. Stephanie can be found in Denver, Colorado – where the professional currently lives. You can search for this professional's e-mail and phone. We can also provide you exhaustive contact information upon request.
Name variants:
Stephany Roundy, Stephania Roundy, Stephana Roundy, Stefanie Roundy, Stefania Roundy, Stefana Roundy, Steffanie Roundy, Steph Roundy, Stephie Roundy, Steff Roundy, Steffy Roundy, Stevie Roundy

If it is your profile

Claim it

You may know Stephanie Roundy

Make recommendation

Contact Information

Last Update
Jun 30, 2022
Email
sr**@iconadvisers.com
Location
Denver, CO

Workplace

Envision Financial Systems, Inc.
Us Operations Manager

Irvine, CA

Industry

Computer Software, Custom Computer Programing

Work History

Us Operations Manager

650 Town Center Dr SUITE 1800, Costa Mesa, CA 92626
from Jul 2020

Investment Operations

5299 Dtc Blvd SUITE 1200, Greenwood Village, CO 80111
from May 2014

Investment Operations

Apr 1999 — May 2014

Supervisor Settlements Securities Administrator

Mar 1999 — 2000

Account Administrator

Englewood, CO
Apr 1998 — Mar 1999

Accounting Clerk

633 17Th St SUITE 3000, Denver, CO 80202
May 1997 — Apr 1998

Accounting Clerk

Denver, CO
May 1997 — Apr 1998

Accounting Clerk

Denver, CO
Aug 1995 — May 1997

Occupations

Executive
Operations Manager
Director of Operations
Accountant
Finance and Accounting Specialist
Accounting Bookkeeper
Bookkeeper

Skills

Account Reconciliation
Accounting
Accounts Receivable
Finance
Financial Reporting
Insurance
Mutual Funds
Investments
Strategic Financial Planning
Credit
Financial Modeling
Financial Services
Tax
Bloomberg
Equities
Securities
Fixed Income
Banking
Login