Achiever, Persistant, Goal orientated, Diligent, persevering, methodical, organized, understanding, flexible.

Highlights:

Companies I like:

Mutual FundSmith Barney, Wells Fargo, etc.

• Assist shareholders in account reconciliation and control with use of the TA2000 automated cash and share platform that provides recordkeeping, intermediary support and other outsourcing services for multiple shareholder accounts. • Assist shareholders and clients with executing trades and purchases, performing account maintenance, obtaining electronic statements and requesting fund literature. Perform other necessary duties as needed.