Worked from home for 15 months per Bank of America/Merrill Lynch requirement. Handled calls from various countries around the world on Stock Option plans for multiple companies, which included employee stock purchase plans, grants and restricted stock unit calls, web site navigation, pw reset, automated clearing house (ach) set up and interpreter calls in numerous languages etc. Passed Series 7 Part One SIE Exam and have studied for the Series 7 Part Two Top-Off Exam

Received calls from Financial Advisors, Wealth Advisors and Investment Specialist with retail 1099 questions. Analysis of tax statements for dividend, interest, sales proceeds, cost basis and gain/loss.

Received calls from Financial Advisors for the C to R share class change project explaining to them the details of the share class change. Worked on other special projects as assigned. Assisted in handling overflow calls for the Small Market Retirement Sales Team for corporate sponsored retirement plans.

Received calls from Financial Advisors and high net worth clients to assist in reviewing tax statements and monthly statements. Research and analysis for 1099 reporting (i.e., gross proceeds, dividends, interest, and cost basis).

Analysis of new accounts to meet a March 2014 Security and Exchange Commission ruling on Sweep Remediation. Integral member of contract team to review 20,000 new accounts to meet SEC ruling

Handled calls from clients about their 1099 tax forms and statements explaining the figures and how they came about.

Handled calls from clients about their 1099 tax forms and statements explaining the figures and how they came about.

Assisted Graduate Record Exam (GRE) candidates with registration problems and scheduling.Handled calls from United States candidates and candidates from various countries applying for this exam.

Participate in weekly Executive Committee meetings to help run the entire group of 100 plus members.Active in weekly Membership Committee meetings to help complete the tasks for this committee.

Responsible for all internal business operations in this non-profit organization. I completed the purchase of new computers and new upgraded software. Controlled finances using QuickBooks 2010 software. I researched new real estate locations and new phone systems. I created a tracking system to organize the grant writing records and attended a grant writing seminar. I researched and submitted the necessary documents for a successful completion of our Audit and also participated in Board… Show more Responsible for all internal business operations in this non-profit organization. I completed the purchase of new computers and new upgraded software. Controlled finances using QuickBooks 2010 software. I researched new real estate locations and new phone systems. I created a tracking system to organize the grant writing records and attended a grant writing seminar. I researched and submitted the necessary documents for a successful completion of our Audit and also participated in Board Meetings, attended community volunteer oriented functions and chamber of commerce activities. Show less

Conduct weekly Membership Committee meetings and helped in PSG New Member Orientations MeetingsParticipate in weekly Executive Committee meetings to help run the entire group of 100 plus membersTook actions to increase membership by over 50% and track membership and alumniWrite monthly Newsletter article for the Membership Committee for the PSG NewsletterPerformed business analyst function with Computer and Executive Committees on the design phase of the Professional Service… Show more Conduct weekly Membership Committee meetings and helped in PSG New Member Orientations MeetingsParticipate in weekly Executive Committee meetings to help run the entire group of 100 plus membersTook actions to increase membership by over 50% and track membership and alumniWrite monthly Newsletter article for the Membership Committee for the PSG NewsletterPerformed business analyst function with Computer and Executive Committees on the design phase of the Professional Service Group (PSG) website, mercopsg.net, for Membership Committee activities. Show less

Senior Alliance Services Vendor Relationship Specialist in the Global Wealth Management Retirement Group on the Alliance Services MLConnect Team. Worked with Financial Advisors, Third Party Administrators, outside Partner companies, branch offices, all levels of management and internal departments to handle governance of these relationships. Worked on highly visible special projects.

1) Retirement Group Insurance Partner (Contract) Recognized as the “Go to Person” by Upper Management, Financial Advisors, other internal departments, branch offices and external insurance companies by ensuring that Financial Advisors commission payouts of $750,000 plus were met for group annuities by coordinating with Branch Offices, Financial Advisors, ML Operations, Hartford, John Hancock and TransAmerica2) Advisory Center Client Service (Contract)Insured effective management of… Show more 1) Retirement Group Insurance Partner (Contract) Recognized as the “Go to Person” by Upper Management, Financial Advisors, other internal departments, branch offices and external insurance companies by ensuring that Financial Advisors commission payouts of $750,000 plus were met for group annuities by coordinating with Branch Offices, Financial Advisors, ML Operations, Hartford, John Hancock and TransAmerica2) Advisory Center Client Service (Contract)Insured effective management of 45 plus investor issues per day per representative standard was met in an accurate, proficient and timely manner3) Retirement Plan Services Branch Services (Contract) Improved customer satisfaction by 45% by effectively managing 35 plus daily Branch requests concerning investment procedures and retirement plan information Show less

Direct contact with Plan Administrators, Financial Advisors and Relationship Managers to properly handle the 401k plans for 130 accounts.

Managed an outside sales territory. Received a Complimentary Letter for my sales skills from the instructor at the end of this six week training course of this highly recognized industry training program called "Xerox Buyer Focused Sales Course"

Mortgage sales with monthly goals of $500,000 in Closed Loans. Averaged 40-50 new calls per week and reviewed credit reports for conditional approvals to increase efficiency and attain goals to expand customer base.

Received calls from clients to help with their accounts and product information requests, also handled loan questions made referrals for clients to open loans and investments. High volume position with full time efforts meeting and establishing client relationships and promoting loan products.