Jasmine M.
Investment Operations Manager Thrivent Charitable Impact & Investing at Thrivent
Based in Phoenix, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Phoenix
Industry
Financial Services
Company size
8.8K
Contact information
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j•••••••@thrivent.com
Phone
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Background
About Jasmine M.
An innovative leader who makes money work for people. I have managed the investments of an RIA rise from 100MM to over a Billion assets under management quickly and organically. Improving lives and helping people live the life that they want will always be a core value. What can I offer in a few short bullets: 1. Accurate performance and reporting along with broad knowledge across multiple custodians 2. SEC Regulatory management and ownership along with the ability to multitask and complete time sensitive material accurately and efficiently. Leadership and accountability to present key deliverables along with FP & A proven processes 4. Merger and acquisition support 5. 401K investment management and equity options 6. Business financial model development 7. Portfolio Management and software management 8. Process development, implementation and improvement Dynamic people create dynamic futures in an ever changing technology driven industry!
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