Susan

Susan: Email & Phone Number

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IPX Retirement- Trust Operations Specialist at IPX Retirement|Littleton, Colorado, United States

Position:

IPX Retirement- Trust Operations Specialist at IPX Retirement

Location:

Littleton, Colorado, United States

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Last updated: 2024-07-21
Updated: 2024-07-21

Found email addresses for Susan:

Business emails:
Personal emails:
****@gmail.com,
****@aol.com,
****@enfs.com

Found phones for Susan:

+1-623-***-**38
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Work Experience 26 years

IPX Retirement- Trust Operations Specialist at IPX Retirement

Sep 2022 - Current

Senior Mutual Funds Recon and Operations Specialist at Envision Financial Systems, Inc.

Apr 2021 - Jun 2022

Mutual Funds Reconciliation and Operations Specialist at Envision Financial Systems, Inc.

Mar 2017 - Apr 2021

Investment Securities Group-Operations Associate RIA Team at Investment Security Group

Apr 2016 - Mar 2017

Envestnet |Tamarac -Senior Portfolio Specialist- Overlay Services Team at Envestnet

Apr 2007 - Apr 2016

Sr Securities Trader, Lead Account Administrator. Trustlynx. Fiserv ISS -formerly First Trust Corp at Fiserv ISS

Oct 2000 - Mar 2007

Susan started working in 2000, then the employee has changed 4 companies and 5 jobs. On average, Susan works for one company for 4 years 3 months.

Their professional focus is 401k, Asset Allocation, and Asset Management across 3 core areas.

Education

Journalism & Marketing at Metropolitan State University of Denver

Bachelor's degree at Metropolitan State University of Denver

Frequently Asked Questions

What is Susan's email address?

SignalHire found verified email addresses for Susan, both business and personal. Their business email is s****.@ipxretirement.com, and personal emails include s***@investsg.com, ****@gmail.com, and ****@aol.com.

What is Susan's phone number?

SignalHire found multiple verified phone numbers for Susan: +1-205-***-**84, and +1-623-***-**38.

How do I contact Susan at IPX Retirement?

You can reach Susan through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Susan's professional background?

Susan has 26 years of professional experience. They have held roles including Senior Mutual Funds Recon and Operations Specialist, Mutual Funds Reconciliation and Operations Specialist, and Investment Securities Group-Operations Associate RIA Team at companies such as Envision Financial Systems, Inc., Envision Financial Systems, Inc., and Investment Security Group. Their education includes Journalism & Marketing from Metropolitan State University of Denver, and Bachelor's degree from Metropolitan State University of Denver.

Is Susan's contact information up to date?

Yes. Susan's SignalHire profile was last updated on 21 July 2024, reflecting their current position as IPX Retirement- Trust Operations Specialist at IPX Retirement in Centennial, CO, United States.

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