WB
Wendy B.
Pricing Analyst at Fi Tek Wealth Solutions
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Work Experience
Pricing Analyst
Jun 2017 - Present · 7 years and 7 months
Jul 2008 - Apr 2017 · 8 years and 9 months
Senior Analyst, Middle Office Operations
Jun 2015 - Apr 2017 · 1 years and 10 months
Fund Analyst
Jul 2008 - Jun 2015 · 6 years and 11 months
Company Details
51-200 Employees
Fi-Tek Wealth Solutions originated out of an internal technology development effort at the wealth management firm founded by the Rockefeller family. Development began in the late 1990’s on a solution – Rockit Command® – that would consolidate account data from multiple sources, focus on data integrity, accounting, performance and flexible reporting.
Year Founded
1999
Social Media
Linkedin
Industry
Financial Services, Accounting, Tax Preparation, Bookkeeping, and Payroll Services, Services
HQ Location
333 Ludlow St South Tower, 3rd Floor Stamford, Connecticut 06902, US
Keywords
tax serviceswealth managementaccounting servicemanagement solution suiteprivate dataaccounting and investmentoutsourced datamanagement and reportingclient financial assetsportfolio accounting data
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