Harrison Floyd Email & Phone Number

Tampa, Florida, United States

Responsible for the internal books and records of portfolios. Daily reconciliation includes performance, transactions and positions between custodians and administrators. Access Bloomberg and custodian websites to research data.

Boston, Massachusetts, United States

Work with vendors to reconcile purchase orders and paying invoices through CORE accounting software. Responsible for expense reports, posting checks to A/R, and resolving issues between sales team and clients.

Lowell, Massachusetts

Utilizing Pega CRM software to login to take inbound calls, submit service requests, cross selling DCU products, make descriptive summary notes about each call, enter member account details, and adding prospects.

Westford, Massachusetts

Facilitated daily accounting operations such as data entry, account reconciliations, expense review, and other administrative activities. Supported close and audit process.

Greater Boston Area

Communicated with Third Party Administrator’s and Plan Sponsor to facilitate the distribution procedure, as well as the IRA account opening process.

Boston, Massachusetts

Student ambassador for MEI promoting a summer study abroad trip to China.

Winthrop, Massachusetts

Managed a landscaping/snow removal company that included 15 different accounts. Paid wages to 6 different workers and managed all operations of the business including marketing, managing, operations, and finance.

Bachelor Of Science In Business Administration, Finance And Management Information Systems

Activities and Societies: Intramurals, Accounting Society

Education record

Activities and Societies: Golf, Basketball, Class Social Committee, Student Council