Manage routine security transactions initiated by customers; Manage cash flow in customer accounts (Execute daily deposits into accounts and rebalance accounts; Sell assets to raise cash for withdrawals); Lead point of contact for Unified Managed Accounts’ issue resolution processes, ensuring resolution is performed in a timely-manner; Identify and recommend opportunities for process improvement and risk control development; Cross-functional/agile team member able to perform and own a breadth… Show more Manage routine security transactions initiated by customers; Manage cash flow in customer accounts (Execute daily deposits into accounts and rebalance accounts; Sell assets to raise cash for withdrawals); Lead point of contact for Unified Managed Accounts’ issue resolution processes, ensuring resolution is performed in a timely-manner; Identify and recommend opportunities for process improvement and risk control development; Cross-functional/agile team member able to perform and own a breadth of processes for team; Train new hires on how to perform processes; Develop and mentor new hires on best practices Show less

Completed work study program to attain Series 7 and Series 63 licenses; Manage customer issue resolution in a timely manner; Develop and foster relationships with high value customers while executing error-free trade transactions

Manage hotel and restaurant operational processes including: customer service management, team-building and management, performance compliance, service recovery and problem prevention; Implement action plans to correct problems identified in day-to-day operations; Implement promotional tactics to drive weekend revenues by 22%; Led team to generate up to $10,000 in nightly sales; Audit registers and safe box at the end of the night to verify total revenues earned at end of working day

Responsible for taking customer orders and ensuring customer satisfaction; Process payments and handle cash and credit transactions; Experience with multiple point-of-sale systems; Introduced customers to new/seasonal menu items and successfully built and fostered customer relationships

Acted as liaison between front of house and back of house; Assisted with recipe development and food preparation; Acquired a breadth of food and wine knowledge; crafted drinks and dishes to customers’ liking; assisted in recipe development

Update and perform enhancements to non-profit’s website and managed social media accounts; Reviewed and coordinated organization’s mail and email databases to facilitate donor outreach; Wrote grant applications to governmental institutions to aid in non-profit funding