Since 2018, William Baltrus has been working in Investment Metrics 411, 411. This person is a high-skilled Vice President with over 56 years of work experience. According to William's CV and work profile, the professional has worked at more than 14 places with numerous backgrounds and gained different skills. William attended school at the The Pennsylvania State University from 1990. William Baltrus can be found in Philadelphia, Pennsylvania – where this expert currently lives. You can search for their email address and phone number. We can also provide you exhaustive contact information upon request.
Name variants:
Wiliam Baltrus,
Williem Baltrus,
Bill Baltrus,
Billy Baltrus,
Billie Baltrus,
Will Baltrus,
Willie Baltrus,
Willy Baltrus,
Liam Baltrus
Contact Information
Workplace
Colleagues
Work History
Vice President
800 Connecticut Ave, Norwalk, CT 06854
Create and Implement complete Business Intelligence (BI) Data Solution
Manage overall relationship with 3rd party data providers
Develop and Implementation investment manager products
Do...
from Oct 2018
Head of Fund Administration
In charge of Third Party Relations ships with Transfer Agent, Accounting and Administration vendors for Open End, Closed and and Collective Funds
Nov 2007 — Jul 2011
Relationship Manager
5565 Glenridge Connector northeast SUITE 2000, Atlanta, GA 30342
1996 — 1999
Education
1989 — 1990
1988 — 1989
Occupations
Executive
Vice President
Business Intelligence Professional
Manager
Security
Accountant
Finance and Accounting Specialist
Sales Specialist
Agent
Chief Executive
Business Consultant
Advisor
Operations Manager
Accounting Bookkeeper
Bookkeeper
Sales Representative
Skills
Mutual Funds
Financial Services
Investment Management
Investments
Equities
Alternative Investments
Portfolio Management
Bloomberg
Leadership
Hedge Funds
Fixed Income
Mergers and Acquisitions
Asset Management
Asset Managment
Fund Accounting
Vendor Management
Team Building
Transfer Agency
Securities
Salesforce.com
Fund Administration
Etfs
Marketing
Rfp
Distribution Strategies
Fund of Funds
Asset Allocation
Investor Relations
Series 63
Sql
Data Analysis
Operations Management
CORE COMPETENCIES: Leadership
Budgeting
Project Management
Team Building
Systems Conversion and Integration
Vendor Management
Negotiations
Client Relations
Operational Development
Strategic Planning
Government Compliance
Executive Client Management. TECHNICAL SKILLS: Microsoft Office
Microsoft Access
Database Connectivity
Saleforce.com Industry Specific- Investar
InvestOne
TA2000
Morningstar Direct
Strategic Insight
Lipper
Sales Connect
SalesVision
SQL Programming
FAQs about William Baltrus
What's the main profession of William Baltrus?
This professional's job is Vice President
What jobs is William a professional at?
William Baltrus is a professional such jobs as Executive and Vice President.
Where does William Baltrus currently live?
Philadelphia, Pennsylvania is the place where William Baltrus lives
Does William Baltrus have the email address?
bb**@gmail.com is The expert's email address.
How many companies did William Baltrus work at?
The professional worked at 14 jobs.
What education does William Baltrus have?
William studied at the Pennsylvania State University from 1990.
What is professional industry that William Baltrus worked in?
William Baltrus works in Financial Services industry.
Are there any special skills, that William Baltrus has?
William Baltrus has skills in the following areas: Mutual Funds, Financial Services, Investment Management, Investments, Equities, Alternative Investments, Portfolio Management, Bloomberg, and Leadership.