• Dashboard
  • Resumes
  • Cover Letters
  • Resumes
    • Resumes
    • Resume Builder
    • Resume Examples
      • Resume Examples
      • Nursing
      • Customer Service
      • Education
      • Sales
      • Manager
      • View All
    • Resume Search
    • Resume Templates
      • Resume Templates
      • Microsoft Word
      • Professional
      • Modern
      • Traditional
      • Creative
      • View All
    • Resume Services
    • Resume Formats
      • Resume Formats
      • Chronological
      • Functional
      • Combination
    • Resume Review
    • How to Write a Resume
      • How to Write a Resume
      • Summary
      • Experience
      • Education
      • Skills
        • Skills
        • Hard Skills
        • Soft Skills
    • Resume Objectives
  • CV
    • CV
    • CV Examples
    • CV Formats
    • CV Templates
    • How to Write a CV
  • Cover Letters
    • Cover Letters
    • Cover Letter Builder
    • Cover Letter Examples
      • Cover Letter Examples
      • Customer Service
      • Marketing
      • Sales
      • Education
      • Accounting
      • View All
    • Cover Letter Services
    • Cover Letter Templates
    • Cover Letter Formats
    • How to Write a Cover Letter
  • Questions
  • Resources
  • About
    • About
    • Reviews
  • Contact
  • jane
    • Settings
    • Help & Support
    • Sign Out
  • Sign In
Member Login
  • LiveCareer
  • Resume Search
  • Chief Operating Officer
Please provide a type of job or location to search!
SEARCH

Chief Operating Officer Resume Example

Love this resume?Build Your Own Now
CHIEF OPERATING OFFICER
Summary
Chief Operating Officer with company oversight, committed to cost-effective management of resources and quality performance.  
Skills
  • Business Strategy
  • Client Account Management
  • Compensation Design
  • Compliance Supervision
  • Cost Reduction
  • Data Analyst
  • Data Management
  • Employee Relations 
  • Employee Training 
  • Human Resources 
  • Project Management
  • Process Improvement
  • Technology Integration
  • Vendor Negotiations
Core Accomplishments
Operations Management:
  • Managed the transition of $400MM in assets .
  • Handled all functions related to the transition.
    Experience
    Harvard UniversityBoston , MAChief Operating Officer01/2010 to Current
    Chief Compliance Officer01/2010 to 01/2011
    VP of Operations01/2007 to 01/2010
    • Adapted the organization to assume two Registered Investment Advisors (RIA) within four months.
    • The assumed assets from the former RIAs have been $600MM and $30MM.
    • Managed the Turnkey Asset Management Program (TAMP) for two hundred advisors and their clients on multiple trading and custodial platforms.
    • Optimized trading software and introduced new procedures that decreased the time needed to rebalance accounts from three days to a few hours while the volume of trading activity quadrupled.
    • Added a structured note to the allocation strategies.
    • Developed and implemented procedures for managing the fixed income component within the portfolio management system and online trading platforms.
    • Facilitated the onboarding of 1,519 accounts in four months without additional hires.
    • Decreased Days Receivable by 40% through improving process and systems.
    • Eliminated four low margin relationships allowing resources to be focused on more financially viable relationships.
    • Implemented secure technology that provides retail clients online access to account data and customized reporting.
    • Successfully relocated the business to a new building while maintaining uninterrupted client service.
    • Negotiated contracts and managed vendor relationships through the upgrade of all office technology.
    • Removed an under-performing PEO vendor and implemented a new benefits program.
    • Enhanced the offering and immediately saved the company and employees 20% in health insurance premiums.
    • Migrated nine years of client paperwork to a digital document storage system.
    AbiomedNorth Florida , FLCorporate Trainer01/2006 to 01/2007
    • Prepared new customer service representatives with the skills needed to work in a mutual fund call center.
    • Taught customer service fundamentals, mutual fund operations and compliance responsibility.
    • Developed training curriculum that taught customer service reps how to explain fixed income yields to retail clients.
    • Key member of the team tasked with relocating the office from Colorado to Rhode Island, including staffing and training the new call center.
    Key Client Specialist01/2005 to 01/2006
    Sr. Customer Service Representative01/2004 to 01/2005
    • Selected to work with the high net worth clients and resolve complex issues.
    • Consistently ranked among the top CSRs.
    • Promoted to Key Client Group upon meeting time requirements within CSR role.
    • Created the daily internal Economic Update and news report to provide CSRs with talking points and generate awareness of likely questions for the day.
    Homesite InsuranceMadison , WIAgent01/2003 to 01/2004
    • Sales agent for life insurance, annuities and mutual funds.
    • Mutual fund sales leader for new Colorado agents.
    Charlotte , NCCash Auditor01/2002 to 01/2003
    • Recruited from A/P to assist the cash auditing team.
    • Appointed to reconcile all financial transactions during the busiest day of each week.
    Ski School Sales Desk Supervisor01/2001 to 01/2002
    • Developed an enjoyable and cohesive work group culture that resulted in a 100% employee return rate the following season.
    Education and Training
    Bachelor of Arts:Business Administration and Entrepreneurial Management AccountingWestern Washington University, City, StateBusiness Administration and Entrepreneurial Management Accounting
    Skills
    Accounting, A/P, Asset Management, auditing, benefits, Business Strategy, call center, contracts, Cost Reduction, Client, clients, customer service, Employee Training, financial, fixed income, funds, insurance, managing, access, office, Negotiations, improving process, Process Improvement, reporting, retail, Sales, staffing, structured, upgrade
    Additional Information
    • Current Securities License: Series 65 Investment Advisor (CRD# 4658154) Previous: Series 6, Series 63, Life, Health and Disability Insurance (Colorado and Washington) Certified Fund Specialist (CFS) - Institute of Business and Finance Salesforce.com administrator training TD Ameritrade Institutional Operations Advisory Panel (selected to represent the 4,000 RIA customers of TDAI)
    Build Your Own Now

    DISCLAIMER

    Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

    How this resume score could be improved?

    Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:

    79Average
    Resume Strength
    • Completeness
    • Word choice
    • Measurable results
    • Strong summary
    • Typos

    Resume Overview

    School Attended

    • Western Washington University

    Job Titles Held:

    • Chief Operating Officer
    • Chief Compliance Officer
    • VP of Operations
    • Corporate Trainer
    • Key Client Specialist
    • Sr. Customer Service Representative
    • Agent
    • Cash Auditor
    • Ski School Sales Desk Supervisor

    Degrees

    • Bachelor of Arts : Business Administration and Entrepreneurial Management Accounting

    Create a job alert for [job role title] at [location].

    ×

    Advertisement

    Similar Resumes

    View All
    Chief-Operating-Officer-resume-sample

    Chief Operating Officer

    Harvard University

    Jamaica Plain , MA

    Chief-Operating-Officer-resume-sample

    Chief Operating Officer

    Harvard University

    Somerville , MA

    Chief-Operating-Officer-resume-sample

    Chief Operating Officer

    Harvard University

    Allston , MA

    • About Us
    • Privacy Policy
    • Terms of Use
    • Sitemap
    • Work Here
    • Contact Us
    • FAQs
    • Accessibility
    • EN
    • UK
    • ES
    • FR
    • IT
    • DE
    • NL
    • PT
    • PL
    customerservice@livecareer.com
    800-652-8430 Mon- Fri 8am - 8pm CST
    Sat 8am - 5pm CST, Sun 10am - 6pm CST
    • Stay in touch with us
    Site jabber winner award

    © 2022, Bold Limited. All rights reserved.