Karli A. Waterman

Karli A. Waterman

Nessuna posizione attualmente

Finance
Consumer Services

Profilo

Ms. Karli A.
Waterman
is a Senior Analyst at Independent Fiduciary Services, Inc. Prior to joining IFS in February 2008, Ms. Waterman worked with HarberVest Partners in Boston as a Financial Reporting Assistant in their Partnership Performance Group, responsible for the Firm's partnership performance analysis.
She assisted in the gathering and tracking of information for over 850 Primary and Secondary Partnership investments; this information was used to evaluate future investments as well as provide a reporting basis for investors.
Her primary focus was to update and analyze fund portfolios on a semi-annual basis.
Ms. Waterman graduated with honors from Marist College earning a Bachelor of Science in Business Administration with a concentration in Finance and minor in Accounting.

Precedenti posizioni note di Karli A. Waterman

SocietàPosizioneFine
Analyst-Equity -
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Formazione di Karli A. Waterman

Marist College Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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Società collegate

Aziende private1

Finance

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