SUMMARY An operations professional in the financial services industry, with extensive experience in margins, new accounts and reorganization/corporate actions. Abilities include high levels of accuracy in a high-volume process and broad knowledge in security processing environments handling sensitive financial information. Demonstrated accomplishments: * Analyst Competency * Skilled in Microsoft Excel and Word * Prospectus Fulfillment * Calculated Buying Power in Margin Account * Proficient in BETA and ADP * PSM1 Certification * Knowledge of ACAT System * Member of Agile Working Group

Highlights:

• Banking Industry
• Securities
• Financial
• Fixed Income
• Insurance
• Investment Management
• Management
• Planning
• Tax Planning
• Wealth Management