Susan Cline Email & Phone Number

Jacksonville, Florida Area

Strategic distribution of the negative Ion Band made by ENERGY ARMOR.

For Fund Administration (present) manage 9 team members responsible for reconciling all dividend ledgers. Leading a team initiative to reduce dividends breaks. For MLSN (April 2007 - January 2009) managed two teams of Band 6 employees responsible for providing resolution regarding transfers and trading to ML Financial Advisors (FA's) and Client Associates (CA's)for super affluent clients. Effectively handled escalated issues from Client Relationship managers.Created Operating Plans for the team. Managed the creation and implementation of a "google" like search engine application for use of the ML advisors.Managed the creation of informative web sites for Asset Transition Services (ATS) and Mutual & Money Funds Services (FDS).Managed the production of team "ML Tube" videos used as resource for "how to" processes.

Assisted the manager with baseball practice execution. Coached a team of 12 8 year olds on the fundamentals of baseball and sportsmanship.

Real Estate Investor

Sales and Service of Health Supplements

Coach & manage a youth baseball team.

Managed the daily team functions and ensured all standards were met. Provided customer service on elevated inquiries (Fund/SERV processing, ACAT, etc) for over 100 broker dealers. Managed the money movement on the manual trades via communication with the broker dealers and Bank Control, including verification of high dollar transactions. Provided ongoing communication updates to the broker dealers and compiled weekly and monthly statistics. Served as Customer Service Department Ambassador.Facilitated the addition of over 250 Third Party Distributors with over $5 Billion in client assets to the appropriate trading platforms.Earned a second Merrill Lynch Special Achievement Award - In recognition of superior performance, professionalism, and dedication to the firm's principles and contribution to resolution of the ASAP issue (2001).Earned the Team Superstar Award for Outstanding Performance in the Customer Service Department.

Served as an Analyst for both the Client Customer Service and Marketing Service & Support teams.Managed the relationship between FDS and Princeton Funds Distributors (PFD), and Marketing.Responsible for the set up of all mutual fund products for trading, verification of dividend distributions, mutual fund registration, statement verification, pricing all ML funds (MLAM).Participating in testing, managing, and implementing a new pricing application.Responsible for training on the MLAM financial functions and handled the elevated MLAM trading requests.Served as a liaison for Account Services to all business partners Fund Share, Bank Control, and Cash Management. Earned the Bullish Brainstorm award for innovated idea and the implementation of the idea.Earned first Merrill Lynch Special Achievement Award - In recognition of superior performance, professionalism, and dedication to the firm's principles and contribution to the new fund pricing system (1999).

Served as a call center representative with responsibilities of answering questions from direct shareholders. Researched and resolved inquiries on MLAM products via evaluation of the Financial Process.Cross trained and became fully functional as both a phone representative and batch processor, while performing superior customer service to direct Merrill Lynch clients which included evaluating batching and processing of financial requests from direct clients on the MLAM products.Earned several Team Superstar Award for superior performance.

Handled all aspects of managing a retail store, hiring, training, managing the staff, daily accounting, regular inventory, loss, prevention, etc.

Supervised a team of technical experts responsible for accurate and professional sales and service to all clients.

Lead a team of managers responsible for 4 Fitness Centers Sales, Operations, Client Services, and Retention.

Recreation Administration/Business

Associate Of Arts