Performance-driven with over 10 years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams.
Skills
Employee Motivation and Performance
Integrity and Transparency
Strategic Planning and Execution
Financial Management
Thrive Under Pressure
Management Team Leadership
Cross-Functional Collaboration
Risk and Mitigation Analysis
Quality Control Planning
Business administration
Project Management
Work History
Co-Owner, 01/XXX7 to Current Marriott International – Minneapolis, MN,
Small business company designs fire sprinkler systems according to contract.
Submit bids for initial contracts.
Attend coordination meetings to mitigate issues from field.
Manage day-to-day business operations, including accounting, finance, marketing and public relations.
Vice President, 08/2006 to 01/XXX7 National Financial Partners Corp. – Voorhees, NJ,
Supervised team of analysts supporting portfolio management system. Managed over 100-200 customer calls per day.
Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Established performance goals for department and provided methods for reaching milestones.
Interviewed, supervised, and motivated staff members to achieve optimal productivity.
Managed Business Resiliency Plan (BRP) and participated disaster recovery testing.
Liaised with technology team to track issues and manage projects using JIRA and/or ALM applications.
Supervised system development life cycle. Assisted with Business Requirements Documents and key holder's approvals, User Acceptance Testing phases, rollout, and post go-live processes.
Conducted training of existing support function, staffing up for user support and issue management across firm onsite and/or via WEBEX conferencing.
Diminished regulatory risks by overseeing adherence to initiatives and risk across all projects.
Identified and solved issues with nightly reconciliation processes, workforce, and material sourcing to drive business objective.
Increased workflow by analyzing daily/monthly metric data and maximizing opportunities for improved productivity across several areas.
Mitigated financial discrepancies by managing trade error corrections and allocation.
Senior Trader Support Associate, 12/2000 to 03/2006 Prudential Financial – City, STATE,
Responsible for daily support of Equity and Fixed Income trading efforts by Managed Accounts Consulting Group (Calculator Trading System).
Trained Prudential Financial Advisors and Third-Party Portfolio Managers to trade in customer portfolios.
Responsible for supervising nightly reconciliation reports and effectively communicating discrepancies with managers and custodians.
Assisted managers with production trading questions including Step Outs, Fixed Income, and Equity submissions, phoned orders, limit orders, cancel requests and APL transmissions.
Researched production trade execution and account level production issues.
Assisted in account performance inquiries, manually allocated Pershing trades, created and linked unique identifications for managers, and aided in sponsor conversions.
Education
Bachelor of Arts: , Expected in Montclair State University - Montclair, NJ GPA:
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