Colleen Calello Email & Phone Number

-Lead or co-lead various projects spanning multiple departments-Revised and maintained New York Life Investments’ library of 40+ forms and applications-Created 5+ new forms and applications to meet business needs and increase efficiency by 75%-Reviewed and approved shareholder statements, tax forms, and other organized correspondence on an annual and quarterly basis-Oversaw fund events, including, but not limited to, conversions , fund acquisitions, and escheatment -Updated and maintained NYLIM Service Company’s vast collection of 75+ procedural documents and distributed them via the group’s SharePoint site-Implemented and educated existing employees on new processes and industry standards-Trained new hires through classroom-based and hands-on instruction as part of NYLIM Service Company’s extensive 2 month training program-Created training materials, such as PowerPoint presentations, handouts, exercises, and exams to supplement the new hire learning process-Completed SQL reports for, but not limited to, Registered Representatives, Marketing, and the transfer agency-Provided support for New York Life Investments customer service representatives-Coordinated 3 departments’ Business Continuity Plans

- provides clear and professional correspondence to various recipients by writing numerous types of letters-processes large quantities of financial applications and transactions- extensive knowledge on mutual funds - assists in call center by taking phone calls when needed - trained in multiple departments-sole individual working in a hybrid position across multiple departments

Jersey City, New Jersey

- provides clear and professional correspondence to various recipients by writing numerous types of letters- extensive knowledge on mutual funds - assists in call center by taking phone calls when needed - establishes new accounts when needed in the transactions department - trained in multiple departments

Jersey City, New Jersey

-Provides efficient, friendly, and knowledgeable customer service in a fast-paced environment.-Effective cross-departmental communication. - Completes transfers, redemptions, and purchases of various amounts. - Extensive knowledge on mutual funds.

Little Falls, New Jersey

•Customer Service Clerk- handled money, communicated store policies, solved problems over store policies on demand, fast and accurate service, patient and calm in a fast environment.•Trainer of new cashiers- taught incoming cashiers how to operate the register and effectively communicate with customers on store policies. Brainstormed new and more effective ways to train cashiers.•Shop From Home Clerk- handled online orders, communicated via telephone with customers about orders.•Pharmacy Clerk- packaged prescriptions, worked register for pharmacy customers, retrieved prescriptions, handled private information.

-Weekly blog posts designed to help separated or divorced parents build strong relationships with their children. - Effectively communicated via e-mail.

Edison, New Jersey

- Intern for the Digital Commerce and Innovation department specializing in ShopRite from Home operations. - Participant in the 2017 Big Idea Project where interns compete to create the most innovative idea that will be both charitable and profitable.