Occupation:Financial Specialist |
Location:Willingboro, NJ |
Education Level:Bachelor |
Will Relocate:No |
Description
Experience financial Associate with exceptional interpersonal, leadership and managerial skills. Resourceful, creative, loyal and great team player skills.
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
US Bank | (Confidential) | 10/2006 - 6/2007 |
Wachovia Bank | (Confidential) | 12/1994 - 10/2006 |
Education
SCHOOL | MAJOR | YEAR | DEGREE |
---|---|---|---|
Peirce College | Business Management | 2003 | Bachelor Degree |
Accomplishments
Highlights:
Daily investment of overnight cash and maintenance Monitor and review fees, interest of all portfolio. Report and request adjustments as needed. Oversees check printing upon request. • Assisting with wire cash transfers, and any other client inquiries. Buy and sell securities as needed for the accounts. Preparing adjustment requests and compensation memos as well as performing on-line client maintenance for accounts. Working on other internal and external projects as needed, such as fee corrections, client com and account reviews. Supporting portfolio managers and other staff membersCompanies I like:
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