For over five years Wes Soper worked in different jobs. Recently, this person worked as a Advisory Associate, Affordable Housing in Tcam, Llc developing required skills. This expert graduated from Boston University in 2016 where this expert received all the skills and knowledge. You can find Wes Soper in Needham, Massachusetts, where he lives nowadays. Connexy has all the info you need to contact Wes Soper, such as this professional's number or email address. Send the request to get additional data.
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Wesley Soper
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Work History
Shareholder Services Associate
40 Rowes Wharf, Boston, MA 02110
Effectively managed communications through proper channels, including portfolio managers, relationship managers, and transfer agents.
Oct 1, 2010 — Feb 1, 2012
Investment Services Representative
55 east 52Nd St, New York, NY 10055
Part of an award winning team tasked with providing shareholders and financial advisors unparalleled service and secondary market support on over 200 open-ended and closed-ended mutual fund...
Jun 2007 — Oct 2010
Education
2013 — 2016
2004 — 2007
2003 — 2007
upto
Occupations
Supporting Member
Managers
Agents
Team Member
Skills
Management
Finance
Marketing
Sales
Training
Asset Management
Portfolio Management
Mutual Funds
Customer Service
Microsoft Office
Microsoft Excel
Research
Accounts Payable
Accounts Receivable
Analysis
Asset Managment
Data Analysis
Event Planning
Higher Education
Investments
Nonprofits
Outlook
Powerpoint
Public Speaking
Social Media
Leadership
Microsoft Word
Financial Services
Customer Relationship Management
Financial Analysis
Fundraising
Strategic Planning
Teaching
Project Management
Strategy