Natalie A Pukatch

age ~38

from Portland, OR

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Also known as:
  • Nat Pukatch
Related to:
Connected to:

Natalie Pukatch Phones & Addresses

  • Portland, OR
  • San Mateo, CA
  • San Diego, CA
  • Oakland, CA

Work

  • Company:
    Fisher investments - Camas, WA
    Feb 2012
  • Position:
    Client account coordinator (client services)

Education

  • School / High School:
    University of California- San Diego, CA
    Jun 2010
  • Specialities:
    Bachelor of Art in Economics

Skills

Portfolio Management • Valuation • Equity Research • Financial Analysis • Stata • Statistics • Account Management • Capital Iq • Securities • Financial Modeling • Laughter Yoga • Bloomberg Terminal • Market Research • Asset Allocation • Alternative Investments • Morningstar Direct • Moxy • Mis • Apx • Microsoft Crm • Fortigent • Money Guide Pro • Netx360 • Sharepoint • Webex • Mic • Leadership • Project Management • Microsoft Office • Microsoft Excel • Microsoft Word • Microsoft Powerpoint • Microsoft Outlook • Wireframing • Client Services • Business Process Improvement • Strategic Planning • Customer Service • Customer Relationship Management • Training and Development • Operations Management • Team Foundation Server • Help Desk Implementation • Process Optimization • Visio • Sharepoint Server • Technical Documentation

Languages

English • Spanish

Interests

Keyboard Shortcuts • Single Malt Scotch • Pilates • Valuation • Health • Environment • Kinesiology • Education • Excel • Science and Technology • Behavioral Economics • Productivity Blogs • Emerging Markets • Real Estate • Snowshoeing • Limericks • Economic Empowerment • National Spelling Bees • Animal Welfare

Industries

Financial Services

Resumes

Natalie Pukatch Photo 1

Brokerage Project Manager

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Location:
Washington, DC
Industry:
Financial Services
Work:
Jll
Brokerage Project Manager
Arnerich Massena, Inc Apr 2018 - Sep 2018
Senior Portfolio Administrator - Wealth Management
First Republic Bank Jun 2016 - Aug 2017
Business Analyst, Associate Director - Wealth Management Technology
First Republic Bank Jan 2013 - Dec 2014
Securities and Portfolio Management Associate
Basi Pilates Sep 2012 - Nov 2014
Instructor-In-Training
Education:
University of California, Los Angeles 2014 - 2015
Uc San Diego 2008 - 2010
Bachelors, Bachelor of Arts, Economics University of California, Santa Cruz 2004 - 2006
Bachelors, Bachelor of Arts, Economics
Skills:
Portfolio Management
Valuation
Equity Research
Financial Analysis
Stata
Statistics
Account Management
Capital Iq
Securities
Financial Modeling
Laughter Yoga
Bloomberg Terminal
Market Research
Asset Allocation
Alternative Investments
Morningstar Direct
Moxy
Mis
Apx
Microsoft Crm
Fortigent
Money Guide Pro
Netx360
Sharepoint
Webex
Mic
Leadership
Project Management
Microsoft Office
Microsoft Excel
Microsoft Word
Microsoft Powerpoint
Microsoft Outlook
Wireframing
Client Services
Business Process Improvement
Strategic Planning
Customer Service
Customer Relationship Management
Training and Development
Operations Management
Team Foundation Server
Help Desk Implementation
Process Optimization
Visio
Sharepoint Server
Technical Documentation
Interests:
Keyboard Shortcuts
Single Malt Scotch
Pilates
Valuation
Health
Environment
Kinesiology
Education
Excel
Science and Technology
Behavioral Economics
Productivity Blogs
Emerging Markets
Real Estate
Snowshoeing
Limericks
Economic Empowerment
National Spelling Bees
Animal Welfare
Languages:
English
Spanish
Natalie Pukatch Photo 2

Natalie Pukatch Portland, OR

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Work:
Fisher Investments
Camas, WA
Feb 2012 to Aug 2012
Client Account Coordinator (Client Services) Fisher Investments
Woodside, CA
Jul 2010 to Feb 2012
Regional Sales Associate (Sales Operations) Arthritis Foundation
San Francisco, CA
May 2007 to Feb 2012
Physician Outreach Intern, Community Programs Intern and Volunteer JPS Global Investments
San Diego, CA
May 2009 to Jun 2010
Analyst Intern JPS Global Investments
La Jolla, CA
Oct 2009 to Feb 2010
Real Estate Research Intern Bell, Rosenberg & Hughes, LLP
Oakland, CA
Aug 2007 to Dec 2007
Legal Clerk W.E.L. Enterprise Financial Services
San Francisco, CA
Sep 2006 to Nov 2006
Administrative Assistant
Education:
University of California
San Diego, CA
Jun 2010
Bachelor of Art in Economics

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Natalie Pukatch Photo 3

Natalie Pukatch

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