Dynamic finance professional with a strong background in aspects of accounting, finance, and banking. Successful at managing multiple assignments while meeting tight deadlines.
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Reconciles mutual funds for Calpers pension in the fixed income division. Thorough knowledge of how fixed income securities operate and are processed. Works closely with investment managers under tight deadlines to ensure that all fund attributes are handled perfectly and efficiently. Audits mid-month and month-end positions to ensure accurate information.
Managed a portfolio of 150+ business clients. Contacted new and existing clients to discuss how specific products could meet their business needs. Cultivated relationships with key internal partners to create ongoing and mutually beneficial referral systems. Analyzed client financial packages and assets to uncover opportunities to help their business grow.
Opened new customer accounts, including checking, savings and lines of credit while providing superior customer service. Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
CFA Institute
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