Occupation:Customer Service Manager |
Education Level:Some College Units Completed |
Will Relocate:YES |
Description
PROFILE Results-oriented Senior Financial Services professional, with excellent analytical, interpersonal, negotiation, leadership, customer service skills. Proven ability to manage Firm Risk and Regulatory change.
Work Experience
| COMPANY | POSITION HELD | DATES WORKED |
|---|---|---|
| (Confidential) | Investment Consultant | 1/2016 - Present |
| Axa Advisors | Financial Professional | 1/2013 - 1/2016 |
| Pershing Division Of Bank Of Ny Mellon | Director Reference Data, Pricing And Quality/Risk Control | 1/2005 - 11/2011 |
| New Accounts & Clearance Depts | Vice President, Reference Data/Pricing | 1/1991 - 1/2004 |
| Jj Kenny Co. Inc. | Vice President Operations | 1/1989 - 1/1991 |
| Clifford Drake & Co. | Vice President Back Office Operations | 1/1982 - 1/1988 |
