Richard Rountree

Richard Rountree has a vast experience in the financial services industry, holding roles such as Trading Coordinator and Director of Portfolio Accounting & Trading. Richard is skilled in financial back-office systems automation, equity trading, portfolio reporting, advisor support, client service, compliance, and investment research. With a background in research assistance and portfolio accounting, Richard is proficient in tools like Axys, MSExcel, VB, Bloomberg, Morningstar, and more. Richard also has a history of employee development and process development.