Financial Operations Analyst
DT Investment Partners, LLC
Ms. Chao, Financial Operations Analyst, provides analytical support for financial operations management functions to ensure the accuracy and integrity of client data. Her responsibilities include preparing financial and cash flow reports, providing trade settlement support, performs consolidated new account and strategic analysis, and all other aspects of tracking, reviewing and reporting functions needed to support the firm’s financial systems and tools. Ms. Chao received her Bachelor of Science and Master of Science degrees in Finance from the University of Delaware. She has passed all three levels of the CFA Program on her first attempt, and may be awarded the charter upon completion of the required work experience.