Claudia Andreula

Investment Operations Analyst at Integrated Financial Concepts

Claudia Andreula has extensive experience in various financial companies such as Integrated Financial Concepts, MassMutual Tri State, MetLife, Gitterman Wealth Management, and TD Waterhouse. Claudia has held positions ranging from Investment Operations Analyst to Assistant Manager. With a background in new business analysis and brokerage services, Claudia is skilled in financial data calculations, client inquiries, and compliance with FINRA requirements. Claudia is also experienced in training new associates, delegating tasks, and producing management statistics. Claudia has a solid foundation in computer skills and has received education from The Career Center and Tottenville High School.

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  • Investment Operations Analyst

    October, 2017 - present

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