Carrie Longson
Vice President Of Portfolio Administration at Strategy Asset Managers | Woodcliff Lake, New Jersey, United States
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Carrie Longson serves as the Vice President of Portfolio Administration at Strategy Asset Managers, where she brings nearly two decades of experience in optimizing portfolio operations management. In her current role, Carrie is instrumental in overseeing all aspects of portfolio administration, ensuring that processes are not only efficient but also aligned with the firm’s strategic objectives. Her expertise in performance verification and asset-based operations allows her to analyze and document account data meticulously, ensuring compliance with industry standards and internal policies.
Carrie’s passion for her work is evident in her commitment to fostering strong customer relationships and collaboration among her colleagues. She believes that a cohesive team is essential for achieving strategic goals, and she actively promotes a culture of teamwork and open communication. One of her key projects has involved implementing process improvement initiatives that streamline operations, reduce turnaround times, and enhance the overall client experience. By leveraging her advanced skills in Microsoft Excel, Carrie has developed sophisticated reporting tools that provide valuable insights into portfolio performance, enabling her team to make data-driven decisions.
Her leadership style is characterized by a focus on motivation and empowerment, encouraging her team members to excel and take ownership of their roles. As a performance-focused manager, Carrie is dedicated to continuous improvement and innovation within the portfolio administration space, positioning Strategy Asset Managers as a leader in the financial services industry. Through her efforts, Carrie not only enhances operational efficiency but also contributes to the firm’s reputation for excellence and reliability in portfolio management.
Vice President Of Portfolio Administration at Strategy Asset Managers in December 2001 to Present
Senior Portfolio Administrator at Lexington, Management Corporation in January 1999 to January 2001
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Microsoft Excel
Performance Verification
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What is Carrie Longson email address?
Email Carrie Longson at [email protected] and [email protected]. This email is the most updated Carrie Longson email found in 2026.
What is Carrie Longson phone number?
Carrie Longson phone number is +12012941002 and +12019622826.
How to contact Carrie Longson?
To contact Carrie Longson send an email to [email protected] or [email protected]. If you want to call Carrie Longson try calling on +12012941002 and +12019622826. (updated on November 04, 2024)
What is Carrie Longson net worth?
Carrie Longson has an estimated net worth of $750,000 to $999,999
What company does Carrie Longson work for?
Carrie Longson works for Strategy Asset Managers
What is Carrie Longson's role at Strategy Asset Managers?
Carrie Longson is Vice President Of Portfolio Administration
Carrie Longson Email Addresses
Carrie Longson Phone Numbers
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