• Managed department responsible for payments of suppliers for USA, Canada and Costa Rica.• Oversaw payments were made timely, legally approved and properly recorded.• Coordinated moving USA payment functions to Costa Rica.• Interviewed and hired employees routinely.• Responsible for effective business relations between Intel, Citigroup and other important partners

• Managed staff totaling 14 in two departments, Annuity and Money Market.• Coordinated merger of Annuity and Money Market departments.• Created institutional control procedures for merged department.• Assisted in database development of business process for merged department.• Supervised and participated in resolving operational issues related to company acquisitions.• Interviewed and hired employees for Wells Fargo Investments.• Responsible for business relations between Wells Fargo Investment and Insurance companies such as Hartford, American Express, Nationwide.

• Subject matter expert for documentation of BETA desktop procedures for systems conversion related to US Bancorp’s merger with Piper Jaffray.• Member of Brokerage Integration Project team, developed procedures for conversion from Pipe Line and Phase 3 systems to BETA.• Coordinated merger of Account Transfers Departments of Wells Fargo Securities and Norwest Investment Services as a result of firms' merger agreement.• Conducted and maintained business relations between Wells Fargo Securities and Morgan Stanley Dean Witter Reynolds, (The Clearing Agent).• Created control procedures for account transfer process.• Assisted in implementation and transference of operations from Wells Fargo Securities in San Francisco to Minneapolis.• Interviewed potential employees.• Trained new personnel for Wells Fargo Brokerage Services and Wells Fargo Securities Accounts Transfers Departments.

• Researched and analyzed financial data of international stock and bond portfolios for current and potential customers.• Provided continuous support for individual client accounts.• Maintained company’s master accounts.• Analyzed and contracted U.S., European, Russian and Latin American equity and debt instruments.• Negotiated financial instruments in levels of over US$3 million with significant profitable margins.• Conducted direct trading negotiations with brokerage houses including Legg Mason Wood Walker, Prudential and CIBC Oppenheimer. Negotiations included commissions on buying/selling securities.• Obtained extraordinary services from Legg Mason for company including payment for Bloomberg Financial Systems.• Provided assistance in development of information systems for operations and custody of securities.• Coordinated implementation of changes in computer systems, including changes in interest rates, amortization and principal payments and any changes that occur in structure of cash flows as a resultof changes in interest rates or changes in financial conditions of asset-backed securities.