Anna Finale Email & Phone Number

Arranged Board of Directors meetings, involving the compilations of reports, agendas and minutesCollaborated directly with internal auditors and compliance officer in order to successfully comply with the requirements of a Supervisory Agreement with the Office of Thrift SupervisionContributed to the creation of all bank policies, as stipulated by Supervisory Agreement with the Office of Thrift SupervisionAssisted CEO and President with the successful completion of a merger with Northwest Savings Bank, including extensive collaboration with bank counsel, and Board of DirectorsAssisted District Manager with sales projects, staffing, community events, and general management of branches in the RegionCreated and managed vendor relationshipsServed as liaison amongst Corporate Office, Branch Managers, and Regional ManagementArranged travel and completed expense reportsProcessed all accounts payable for the Florida RegionPrepared sales reports for ManagementPerformed official duties as Assistant Corporate Secretary, including handling of time-sensitive and confidential material

Responsible for acquiring new accounts, generating business, managing and optimizing the relationship with the clientConsistently generated 120% goal in feesSupervised approximately 10 caseworkers, reviewing accounts for compliance with SOPs, control of costs, and ensuring consistently high fees were generatedRepresented Company at business meetings with the client, at the Department of Children & Families, and Social Security Administration. Responsible for managing these vital relationships for the highest benefit to the CompanyDelivered sales presentations to hospitals and informational presentations to hospital administration and medical staff

Masters Of Accounting

Bachelor Of Science, Business Management

Masters, Accounting

Graduate Certificate, Foundations Of Accounting And Auditing