Candice Fallon Email & Phone Number

Stamford, CT, US

Stamford, Connecticut, US

• RZH Advisors As the Client Services Associate at RZH Advisors, I help provide excellent customer experience by working with our staff and clients to ensure the smooth running of our organization; managing active client.
• Regularly interact with all levels of staff, executives and clients to solve problems, operate at the highest level of integrity to strengthen relationships while enforcing company ethics and standards.
• Provide client onboarding and new account opening services; follow up on account paperwork, set up client accounts, maintain client files, transfers and records.
• Help coordinate and provide accurate, timely and effective support for clients by promptly and effectively addressing client inquiries, requests and problems.
• Coordinate with team members to manage calendars, schedule meetings for clients and prospective clients.
• Perform quarterly tax communications, monthly and ad hoc client portfolio performance reports.

Danbury, CT, US

• As the Operations Support liaison at Union Savings Bank Trust and Wealth Management Group, I provide and support key trust operational functions and the daily operational capacities which includes the responsibility.
• Manage all Trust operational functions including trade settlement, client disbursements, ACH and wire transfers, reconciling and balancing, and posting daily works to the SunGard Accounting System.
• Support the Trust Administrative Officers by handling client phone calls, responding to client requests by preparing correspondence or ad hoc reports, make independent decisions regarding the execution of Trust related.
• Maintain the client online portal: create new users and troubleshoot issues for existing clients.
• A working knowledge with all applicable laws and regulations, including BSA/AML and privacy requirements, as set forth in the Bank’s policies, procedures and programs for Trust Accounts.

An independent consultant that performs administrative duties for the President and CEO, senior executive management and support staff. Performs many high-level clerical and administrative tasks, including managing information technology, creating presentations or proposals and taking responsibility for confidential company documents. Responsibilities.

Newark, New Jersey, US

• Responsible for service delivery and daily operations Prudential Variable Insurance Trust (VIT) externally managed funds. Managed the VIT investment committee by attending meetings; taking meeting minutes and creating.
• Managed Relationship between 50+ external partners to coordinate 396 fund updates, changes and annual prospectus updates and performed platform oversight and managed quarterly annuities meetings.
• Developed and successfully tested Business Continuation and IT Disaster Recovery plans for areas within the department; conduct Health Crisis awareness and Records Retention documentation/execution.
• Re-engineered operation functions to address points raised in a risk audit. Successfully created new operational functions that resulted in improved controls and management reporting by realigning the standard.

Newark, New Jersey, US

• Operations project manager who worked with senior executives at 28 Financial Institutions and 7 external vendors overseeing over 350 funds. A project manager with a good understanding annuities products/services, MS.
• Worked with the PMO office to develop project management methodologies and standards that applied to Annuities projects improving the time to market from 12 weeks to 8 weeks
• Successfully managed 28 concurrent annuities projects, managed cross-functional activities for the Financial Institutions, Vendors and Partners. Based on quality assurance & control and business analytics, improved the.
• Instituted a new process to perform project analysis, change requests and scope management, creation of new and modified business functions for the annuities. This created the first formalized approach to maintain a.
• Effectively developed a new quarterly vendor certification process for each annuity product. This new process resulted in improved vendor relationships and efficiencies as all parties were required to confirm.
• Efficiently created the business units’ project plans and assisted with resource planning in support of day to day business operations of Annuities, Investment Management

Newark, New Jersey, US

• Office manager responsible and coordinating external Prudential Financial clients business relationships, worked with the external vendors, internal operations and support staff to help improve office communication.
• Successfully managed day to day activities with external clients and internal senior executives
• Managed large corporate event logistics
• Automated development process for creating board and senior management presentation materials
• Effectively managed the logistics of quarterly board meetings; meeting activities and follow up items

Previous Work Experience Citigroup Asset Management, Stamford, CT 2002-2004Earthworks, LLC, Newtown, CT 2001-2002Career Blazers, Stratford, CT 2000-2001AT&T, Basking Ridge, NJ 1996-1999