Susan BanglmaierManager of Operations
Sue Banglmaier has more than fifteen years of experience in transaction analysis and execution. She oversees the firm’s trade processing and settlement functions and likewise assists with a number of portfolio management activities. She also manages several aspects of our client reporting process and has responsibility for the handling of a number of client service matters.
Sue was previously the head trading associate for an independent investment advisor with several billion dollars under management. Her responsibilities included electronic trade processing of equities and fixed income transactions, portfolio reconciliation, trade settlement, broker relations and client service activities.
Sue also served as a Vendor Managed Inventory (VMI) specialist at Vision Information Services. Her responsibilities included analyzing Point-of-Sales research and data processing, enabling inventory delivery and sourcing optimization for several Fortune 500 retail companies.