Tricia Walker, CIPM, CAIA

Tricia Walker, CIPM, CAIA

Staff Accountant

Followers of Tricia Walker, CIPM, CAIA329 followers
location of Tricia Walker, CIPM, CAIAWinston-Salem, North Carolina, United States

Connect with Tricia Walker, CIPM, CAIA to Send Message

Connect

Connect with Tricia Walker, CIPM, CAIA to Send Message

Connect
  • Timeline

  • About me

    Operations Director

  • Education

    • State University of New York Empire State College

      2012 - 2013
      MBA Business Administration, Management and Operations
  • Experience

    • Claritas

      Jan 2002 - Feb 2008
      Staff Accountant
    • Cornell University

      Feb 2008 - Sept 2018

      Through transition of office to NYC

      • Manager of Investment Performance

        Jun 2018 - Sept 2018
      • Senior Operations and Performance Analyst

        Jan 2015 - Jun 2018
      • Investment Accountant

        Feb 2008 - Dec 2014
    • Verger Capital Management

      Jul 2019 - now
      • Operations Director

        Jan 2024 - now
      • Investment Reporting Manager

        Apr 2022 - Jan 2024
      • Senior Fund Analyst

        Jul 2019 - Apr 2022
  • Licenses & Certifications

    • Certificate in Investment Performance Measurement (CIPM) certificate holder

      CFA Institute
      Dec 2015
    • CAIA Charterholder

      CAIA Association
      May 2023
      View certificate certificate
    • Solovis Reporting Certification

      Solovis