Money Management ►Millions in Assets under Management ► Risk Analysis ► Issue Resolution ♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦♦With over 12 years in the financial industry, I bring a background in managing millions of dollars in assets under management. My expertise includes evaluating portfolios for financial health and accuracy, providing quick identification of issues. I am consistently recognized for success in identifying risk and issues, while communicating between money managers, brokers, clients, and management. My leadership skills including managing, mentoring, and training staff members.♦♦♦ Highlight of skills include ♦♦♦Money ManagementStaff MentoringRelationship management Risk Analysis & MitigationOut-of-Balance ResolutionCommunicationsIssue ResolutionError AccountsTrading & BalancingInternal CommunicationsStaff TrainingTrade Issue Reconciliation♦♦♦ Additional Accomplishments Include ♦♦♦➲ Reduced the number of forfeitures out of proof by managing multiple funds on a daily basis instead of quarterly.➲ Reduced company overhead by 35% through extracting information for balance reports.➲ Saved thousands of dollars in customer accounts by identifying issues with over 500 allocations. ➲ Boosted staff morale during turbulent markets within the financial industry, while resolving customer and staff concerns by utilizing in-house trading systems.
Listed skills include Fixed Income, Trading, Equities, Trading Systems, and 29 others.