Kristen Gatto
Oakland,MD
Summary
As an Operations Analyst, I am responsible for reviewing and analyzing client data from various custodians each day in portfolio management software. I independently prioritize workload to maintain acceptable data quality with accuracy and meet deadlines. Capable of maintaining all security procedures to ensure safekeeping of critical client data.
Overview
12
12
years of professional experience
Work History
Operations Analyst
Morningstar
02.2018 - Current
- As an Operations Analyst, I am responsible for reviewing and analyzing client data from various custodians each day in portfolio management software. I independently prioritize workload to maintain acceptable data quality with accuracy and meet deadlines. Capable of maintaining all security procedures to ensure safekeeping of critical client data.
Owner Representative
Taylor-Made Deep Creek Vacations & Sales
04.2014 - 02.2018
- This position requires the person to inspect rental properties for damage, cleaning, and making sure the home is secure. Attention to detail, the ability to multi-task, work independently, and the ability to follow up in a timely manner are critical to managing these activities. Responsibilities include an equal combination of office and fieldwork.
Education
Associate of Arts - Business Administration And Management
Garrett College
Oakland, MD2013
Skills
- Data analysis
- Multitasking
- Organizational Skills
- Problem-solving Abilities
- Multitasking Abilities
- Adaptability and Flexibility
- Attention to Detail
- Microsoft Office Suite, Salesforce, Workday, and Five9 Programs
- Teamwork and Collaboration
- Time Management
- Importing varies custodies such as Pershing, Schwab, ByAll Accounts, Fidelity, and DST Including Cost basis when needed
Timeline
Operations Analyst
Morningstar
02.2018 - Current
Owner Representative
Taylor-Made Deep Creek Vacations & Sales
04.2014 - 02.2018
Associate of Arts - Business Administration And Management
Garrett College