Adrienne Grace Caracciolo
Operationeel Directeur bij Muhlenkamp & Co., Inc.
Profiel
Ms. Adrienne G.
Caracciolo is an Operations Manager at Muhlenkamp & Co., Inc. She joined the firm in August 2000.
Her responsibilities include managing all Company-related accounting functions (payables, receivables, and taxes), compliance-related reporting (securities trading oversight and error resolution), and performance reporting (managed account quarterly reports and Composite record maintenance).
She serves as a liaison between Muhlenkamp & Company and the broker/adviser community, as well as the Company’s self-named mutual fund and its custodian bank.
Ms. Caracciolo gained financial services experience while working in the trust department of Mellon Financial where she specialized in account reconciliation.
She received a Bachelor of Science in Finance from Clarion University in 2000.
She maintains Series 6 and 63 securities registrations.
Actieve functies van Adrienne Grace Caracciolo
| Bedrijven | Functie | Begin |
|---|---|---|
Muhlenkamp & Co., Inc.
 Muhlenkamp & Co., Inc. Investment ManagersFinance Muhlenkamp & Co., Inc. is an independent, SEC-registered investment advisor headquartered in Wexford, Pennsylvania. The firm was founded by Ronal Muhlenkamp in 1977. Muhlenkamp & Co. Offers investment management services and financial planning services to pension plans, profit-sharing plans, endowment funds, individual and high-net-worth individuals, trusts, corporate accounts, wrap fee accounts, and a no-load mutual fund. | Operationeel Directeur | 01-08-2000 |
Eerdere bekende functies van Adrienne Grace Caracciolo
| Bedrijven | Functie | Einde |
|---|---|---|
Mellon Financial Corp.
 Mellon Financial Corp. Investment ManagersFinance Mellon Financial Corp. is a provider of financial services for corporations, institutions and affluent individuals around the globe. The company is headquartered in Pittsburgh, Pennsylvania. The Corporation’s businesses are divided into two overall reportable groups — Asset Management and Corporate & Institutional Services. The Asset Management group is comprised of the Institutional Asset Management, Mutual Funds and Private Wealth Management sectors. The Corporate & Institutional Services group is comprised of the Asset Servicing, Human Resources & Investor Solutions and Treasury Services sectors | Corporate Officer/Principal | - |
Opleiding van Adrienne Grace Caracciolo
| Clarion University of Pennsylvania | Undergraduate Degree |
Ervaring
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| Bedrijven in privébezit | 2 |
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Muhlenkamp & Co., Inc.
Muhlenkamp & Co., Inc. Investment ManagersFinance Muhlenkamp & Co., Inc. is an independent, SEC-registered investment advisor headquartered in Wexford, Pennsylvania. The firm was founded by Ronal Muhlenkamp in 1977. Muhlenkamp & Co. Offers investment management services and financial planning services to pension plans, profit-sharing plans, endowment funds, individual and high-net-worth individuals, trusts, corporate accounts, wrap fee accounts, and a no-load mutual fund. | Finance |
Mellon Financial Corp.
Mellon Financial Corp. Investment ManagersFinance Mellon Financial Corp. is a provider of financial services for corporations, institutions and affluent individuals around the globe. The company is headquartered in Pittsburgh, Pennsylvania. The Corporation’s businesses are divided into two overall reportable groups — Asset Management and Corporate & Institutional Services. The Asset Management group is comprised of the Institutional Asset Management, Mutual Funds and Private Wealth Management sectors. The Corporate & Institutional Services group is comprised of the Asset Servicing, Human Resources & Investor Solutions and Treasury Services sectors | Finance |
