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Thomas Chan
Principal Project Manager at Vestmark
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Work Experience
Feb 2020 - Present · 4 years and 10 months
Principal Project Manager
Feb 2024 - Present · 10 months
Staff Project Manager
Feb 2022 - Mar 2024 · 2 years and 1 months
Senior Project Manager
Feb 2020 - Feb 2022 · 2 years
Company Details
201-500 Employees
Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.5 trillion in assets and 5.5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. At the heart of our success are passionate, ambitious, and driven professionals. Our thriving work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low. We offer a wide range of employee resources, social activities, and opportunities for employee development to help you build a fulfilling career. If you are looking to surround yourself with energetic, like-minded professionals, we invite you to explore our available opportunities.
Year Founded
2001
Social Media
LinkedinFacebookTwitter
Industry
Software Development, Investment Services
HQ Location
100 Quannapowitt Parkway Suite #205 Wakefield, MA 01880, US
Keywords
Account OversightModel Management and RebalancingTradingComplianceClient Performance and ReportingRobo AdvisorSoftware DevelopmentSaaSReconciliatioFinancial Software
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