Chris Vanasse Email & Phone Number

Orlando, Florida, United States

Orlando, Flordia

Continue completing all the same functions that were performed as an Asset Transfer Associate. Assist in development of a foreign transfers job aid for the purpose of helping other Asset Transfer representatives answer clients’ and business partners’ questions about foreign transfers. Deliver presentation explaining the foreign transfer process to other teams within the Asset Transfer Department. Analyze data to determine most common NIGO issues on transfer paperwork received from Advisor Services clients and create solutions clarifying how to avoid said issues. Train other representatives on processing foreign transfers. Assist other firms via phone and email communication in resolving both incoming and outgoing transfer issues. Process outgoing transfers that require either the DWAC, gifting, or foreign transfer method. Serve as backup Asset Transfer Services liaison for Advisor Conversion Services ensuring a smooth transition for investment advisors moving their clients’ accounts to Schwab. Review ACAT reclaim requests received from other firms to correct processing errors made by them for account transfers.

Orlando, Florida Area

Facilitate the transfer of clients' assets from other institutions, both foreign and domestic, into their Schwab accounts. Communicate with clients and other institutions to overcome obstacles inhibiting the transfer of clients' assets. Establish relationships with clients in order to guide and assist them in completing transfers from foreign firms. Coordinate with other departments to accommodate client requests which include, but are not exclusive to, the transfer of assets. Accommodate clients as much as possible without overstepping the policies of the firm and industry regulators. Assist less tenured reps in learning different domestic transfer processes.

Deland, Florida

Oversaw the operations of both NCAA soccer and basketball games at Stetson University. Assigned roles to student-workers upon their arrival to the event. Accommodated opposing teams by leading them into the arena and to their proper locker rooms.

Deland, Florida

Helped facilitate the NCAA sporting events at Stetson University, while enforcing the school’s policies to maintain order, provide a safe environment, and ensure an enjoyable spectator experience. Excelled at accommodating fans as much as possible without overstepping the rules established by the university athletics department.

Middletown, Rhode Island

Assisted in the various day-to-day operations of local branch in Middletown, RI. Helped prepare the rental vehicles for customers to be ready upon their arrival. Transported customers to and from the branch. Assisted customers both at the counter and over the phone to set up reservations and check them in and out of vehicles. Sold the company’s protection plans to customers while checking them into rental vehicles.

Smithfield, Rhode Island

Coordinated the development of a Health Savings Account (HSA) catalog for the purpose of streamlining the maintenance of HSA product knowledge. Through HP Quality Center (QC), organized multiple test cases into single documents based on specific requirements being testing in the Fidelity Plan Sponsor Webstation. Created more efficient and reliable method for organizing these test cases from QC – reduced the repeatable exportation process from minimum of ten minutes down to approximately five. Executed many test cases and reported system defects to my project team’s manager.