Introduction to Operations | Live Class

Join us for our informative class, "Introduction to Operations: Your Comprehensive Guide," led by Ivan Toledo , the accounting manager, and Barbara M. Warren , the operations manager at NuView Trust. This session, taking place on Tuesday, January 23rd, at 12:00 P.M. EST, covers crucial aspects of onboarding, including opening an account and the intricacies of account funding through methods like transfers, rollovers, and contributions. In the second part of the class, we explore making investments and the various asset types held in custody, providing insights into initiating investments, completing required forms, and understanding the role of different investment PODs based on asset types. This class equips you with a solid foundation to begin your investment journey and enhance your investment management skills effectively. Don't miss this opportunity to gain valuable insights into managing your investments! Register Now!