Proactive and meticulous with over 31 years of experience in the Financial Services industry. Proficient in staff development, audit oversight/engagement, drafting of policies and procedures. Customer oriented team player with expertise in generating optimal satisfaction levels while maintaining all agreed upon SLA's. Results-driven, goal-oriented and looking to leverage accomplished background into a similar role. Excellent reputation for resolving problems, improving customer satisfaction, and driving overall operational improvements.
Presented for the resolution / reconciling of 1,500+ open positions related to dividend receipt of funds from outside Mutual Fund partners.
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