Donald Sinclair Email & Phone Number

Cleveland, Oh, Us

• Order and maintain weekly inventory levels using electronic frequency identification system to maximize sales• File and maintain daily transactions and sales reports for auditing purposes• Conduct sales calls and meetings to generate sales opportunities and brand recognition• Review and analyze Profit & Loss reports to explore opportunities to maximize profit• Direct logistic requirements for deliveries to ensure all customers receive material on time

Austin, Tx, Us

• Owner and manager of duplex with two units totaling 4 bedrooms and 2 bathrooms in the Cleveland, Ohio area• Promote property on rental websites to attract tenants, show the property to and communicate with prospective tenants, collect rent, and create leasing agreements• Respond to maintenance requests by working with contractors, proactively renovate the property to avoid future maintenance issues

New York, Ny, Us

•Support Morgan Stanley financial advisors’ through responding to inquiries regarding client accounts to ensure accurate services are provided•Communicate with a daily average of 40-50 financial advisors to assist with their understanding of mutual fund commissions, and 529 products and services•Understand intricacies and details of 529 product, 529 plan account support, trading, journals, commissions and trails, as well as loads and sales charges, in order to equip financial advisors with any additional information needed to make educated financial decisions

New York, Ny, Us

• Verify all large transactions are accounted for and alert fund companies of incoming trades• Process case managements submitted by branch operations in a timely manner to make sure all trades are submitted same day• Review 529 accounts that move to Morgan Stanley to verify correct positions and info is provided

Columbus, Ohio, Us

•Served as a para-professional staff leader and coordinate daily operations of 569,500 square-foot building•Supervised and delegate responsibilities to 5-7 student employees each shift and help oversee staff of 85 students•Promoted from assistant to manager, and then from manager to coordinator based on leadership ability and quality of work•Worked in groups of three or four to provide safety, security, and customer service in various conditioning and weight training environments in the RPAC, averaging twenty hour work weeks during the school year•Inspected, maintained, and helped set up sports facilities for special events•Enforced departmental policies regarding health, safety, and security•Primary first responder to both life-threatening and non life-threatening emergencies

Bonn, De

•Assisted a team of six in completing any and all income tax related questions or issues that arose for 15 different entities spread out over 40 different states•Participated in weekly staff meetings to discuss the agenda for the week and how to best work together to achieve the goal of being as efficient as possible•Compiled data, organized filings, and communicated with different departments, people, and jurisdictions to best alleviate any issues that had sprung up•Upon successful demonstration of the ability to work independently, management elected to increase workload and work place responsibilities

Bachelor Of Science In Business Administration, Finance

High School Diploma