Dynamic Individual Seeks Dynamic Organization to develop and grow with

3/2006 - Present

Individual Contributor

• • Manage and monitor client inquiries in JP Morgan’s proprietary system to proactively support client needs and audit requirements. • Calculate and documented reports necessary for annual audits of pension funds; act as liaison with performance and accounting to ensure client investments are reported accurately based on current investment strategy. • Actively manage the customer delivery organization to effectively incorporate client delivery schedules and operational changes into future revenue forecasts; gather information, assemble spreadsheets, write reports, and review all non-legal pertinent information about prospective deals. • Examine the feasibility of a deal and prepare a plan of action based on financial analysis, client input and Investment managers; manage internal and external service partners(accounting, benefit payment and transition team) to facilitate new business enters the bank successfully.

3/2003 - /2006

Case Planner/Family Advocate

Individual Contributor

• • Created a system to streamline all aspects of client documentation and records management. • Developed and facilitated a training program designed to provide family counseling related to career tracking and financial proficiency • Monitored and tracked funds allocated to clients and on behalf of clients to report to senior management; acted as a mediator between clients and clinicians during therapy sessions. • Prepared various comprehensive reports for court, state and city officials on all clients.

1/2002 - /2003

National Health Care

Individual Contributor

• • Established research methods, such as survey, opinion poll, or questionnaire, and designed means for collecting data for each project. • Developed and assisted in conducting surveys and focus groups to analyze customer purchasing patterns, preferences, and organization's image and marketing effectiveness. • Assisted market research director in development of market research objectives to help the organization meet its strategic goals. Worked closely with sales and clients to implement suggestions.

1/2000 - /2001

Outercurve Technology

Individual Contributor

• • Managed the supply chain to ensure all orders were fulfilled including the all hardware and service requirements. Interfaced with different vendors and fulfillment location to ensure that client deliverables were made. • Ensured Inventory Integrity is within established guidelines and projected numbers from the sales team. Assisted in automating the entitlement process and order fulfillment for devices through ASP, COM objects and stored procedures in SQL Server 7. • Coordinated with suppliers and distributors to ensure that return processing and deliverables were completed within a 48 hour timeframe • Relationship managed with Quality Assurance group to define test plans for new features and functions and bug tracking, prioritization and fixes

2006

Master Degree

Metropolitan College of New York

• Organizational Management

2000

Certification Degree

The Chubb Institute

• Computer Programming