Angie Wickham Email & Phone Number

Kansas City, Missouri, United States

Kansas City, Mo

Overland Park, Ks

-Established data quality control automated processes and provided program oversight for approximately 81,000 accounts with assets under management equaling 40.1 billion-Increased the number of client data audits completed each year from 0 to 1100+, with an average audit score of 95.06%-Product owner for multiple workflow management tools used in the program, providing key performance indicators to Sr. Management-Identified and deployed new best practices as it relates to quality assurance as business needs change-Relationship manager for third party vendors necessary for the quality assurance program, as well as drafted business requirements for their applications

Overland Park, Ks

-Actively assisted in management of the service team (5 direct reports) to achieve departmental objectives as well as assist with all departmental escalations-Regular collaboration with other business units and departments, as necessary, to ensure client satisfaction-Acted as a strategic thought partner for Sr. Managers, with contributions to departmental management team meeting discussions and decision-making-Develop new initiatives using technologies, tools, and innovation to mitigate risk and improve clientexperience, employee engagement, accuracy, and efficiency

Overland Park, Ks

-Financial reporting reconciliation between custodians-Relationship Management for approximately 15,000 accounts, managing the advisor relationships, overseeing accuracy of performance reporting and service-Demonstrated client advocacy and effective problem solving skills on all client relationships-Provide billing and portfolio performance reporting packages to all assigned clients by established service level agreements-Project manager for projects as needed

Independence, Mo

-Responsible for transcribing all dictated Radiology recordings into medical reports, correspondence, and other administrative material for Menorah Medical Center in Kansas City, consisting of 4-5 radiologist per day-Produce a variety of documents necessary for Radiology patient files-Maintain edits as necessary for grammar and clarity with 99% or greater accuracy-Transcribe 75 words per minute, at minimum, accurately

Kansas City, Mo

-Ensure accurate and timely preparation for the delivery of Net Asset Values to the NASDAQ and the client by staff established by service level agreements-Provides on-the-job training and coaching to all staff in addition provide performance feedback to manager-Ensure team is achieving accuracy and meeting pre-determined deadlines-Responsible for risk management by ensuring staff understands all standard operating procedures, key controls, and client specific procedures-Collaboration and support for internal and external auditors as needed

Kanas City, Mo

-Analyze and validate security prices for industry funds-Performed quality assurance on reported securities to provide an accurate Net Asset Value for NASDAQ daily-Collaborate with appropriate teams globally to ensure consistent service delivery, client solutions and client satisfaction

Kansas City, Mo

-Maintained daily cash balance, transaction activity, and pricing for mutual funds within industry deadlines-Managed time according to deadlines, documented procedures for client specific deliverables, and accurately completed daily checklists-Calculate and process portfolio and account activities; supporting Net Asset Value, cash movements,distributions, process transactions-Prepared monthly and quarterly reporting performance packages-Prepare proofs as needed for portfolio holdings and accrual information

Bachelor Of Science (B.S.), Psychology

Activities and Societies: Alpha Sigma Alpha

Education record