Arthur Glickstein Email & Phone Number

Lake Mary, Florida, United States

Lake Mary, Florida, United States

New York

-Coordinated generation, review, and distribution of quarterly financial reports for over 14,000 clients-Provided phone and email support to financial advisers utilizing Advent Black Diamond software to create custom financial models, data mining reports, and client-facing reports-Trained colleagues and new hires on departmental functions-Revised department procedures to replace manual data entry/validation with efficient processes using Microsoft Office Mail Merge, Dynamics CRM integrations, and Excel reference formulas and Macros

Syracuse, New York

-Performed daily, monthly, and quarterly data validation procedures to ensure accuracy of financial reporting and asset management systems-Provided phone and email support to financial advisors and office staff regarding account maintenance, asset movement, regulatory requirements, and general customer service-Responsible for calculating and administering management fee refunds for terminated accounts

Syracuse, New York

-Reviewed client account documents to ensure accuracy across databases and financial reporting systems-Coordinated periodic mailings of statements, performance reports, and other correspondence -Scanned and indexed department documents to electronic recordkeeping software

New York

-Wrote economic commentary published in monthly company newsletter-Created guide detailing best practices for financial advisers to use social media (Facebook/Twitter/LinkedIn)-Assisted in telephone and email campaigns to generate attendance at regional meetings

Bachelor Of Science (B.S.), Marketing/Human Resource Management, 3.57

Activities and Societies: Cum Laude, Club Rugby

International Affairs

Activities and Societies: Club Lacrosse

High School Diploma

Activities and Societies: Model United Nations Club, Varsity Lacrosse