Janet Fishman Email & Phone Number

Greater Atlanta Area

Appointment setting, Sales presentations, Account servicing and enrollment, Field underwriting, Product knowledge and research, Data entry

Contract Position: Part TimeCreated and implemented administrative process book. (Recognized company wide) Created and prepared documents and spreadsheets, calendar management, organized and scheduled meetings, purchasing, negotiated pricing, database management, implemented general process, streamlined event planning process, event planning, maintained inventories, created client gift baskets, organized community service events

Responsible for all administrative issues for a small non-profit including correspondence, data entry, event planning, accounts payable and receivable. Development / maintenance of donor databases.

As owner, my responsibilities were multifaceted. Each client was unique – requiring different oversight, design, implementation, coordination and advisement. The core of the business was to increase productivity both individual and business wise. Through established methods of organization, time management, the use of technology and priority management more efficient and new ways of doing things developed. Products used included Paper Tiger and the GO System. The business requiring required public speaking and networking.

Identified training requirements; developed training plans and manuals, organized on-site training sessions. Developed knowledgebase and training materials on the standards of process and procedures in accordance with SEI CMM Level 3 criteria. As QA Analyst established oversight of policy and procedure for 2 teams of 50 persons each to maintain a SEI CMM Level 3 accreditation. This required the coordination of my units and policies.

Implemented, coordinated and documented system baselines for multiple projects; active participation in the development of process and procedures. Active change control process from baseline through change. Initiated status review meetings; provide CM training to staff of 2 programs (50 people each) to ensure process improvement and adherence to protocol

Executed 100 plus test cases in testbed; collected and documented data from testing cycle; trained to fully participate in the full range of the test cycle events

Daily market valuation of investments portfolios held in separate accounts valued in excess of 100 million dollars, developed strong communication between external and internal clients to maintain focus of those accounts, generated monthly statements, produced special reporting, daily night pricing of critical accounts requiring verification against major financial indexes.

Coordinated the activity of 11 accounts divided in value between 33 million in equity and 400 million dollar in bonds with investment advisors, banks and brokers. Generate communication to increase efficiency by establishing process and procedural flows for the TNE (The New England) security issues. Ensured all TNE trades were implemented in a timely manner to the MetLife Investment and General Ledgers. Ensured the accuracy and integrity of electronic data files received from the vendors and banks. Processed foreign currency trades reflecting net gain/loss in US currency. Investigated and resolved discrepancies between banks and broker and trade issues. Primary back up for the live trade settlement desk which covered the MetLife’s trading operations.

Responsible for the oversight and local supervision of the accounting entry system (DATES) which was directly linked to the MetLife General Ledger. Coordination of monthly and yearend accounting schedule to meet fiscal closing requirements. Billing of subsidiary companies; account payables; oversight and administration of temporary employee budget valued at 1 million dollars. Development of a document retention policy in coordinates with the corporate legal office. Coordinated and directed the physical relocation of the Atlanta Investment office (80 personnel) to Tampa, Florida. Administrative, budget and special projects as assigned.

General administration for the department consisting of: 4 medical school professors, 1 laboratory, 1 research assistant and 1 clinic. Tasks included generation of NIH and research grant proposals, submission of manuscripts, location and verification of research and reference material, maintained reference database of approximately 10,000 journal entries, provide divisional administrative direction with regard to budgeting, purchasing, travel and personnel, provide general secretarial and office support.

Coordinated with the President an extensive research department on San Diego Commercial Real Estate which lead to the development of one of the early databases on real estate information both property and owners. As Research Manager, I would assist broker in retrieving information that would be key to their marketing of a property or on general owners in the area. Developed a user manual and training materials to support the use of the database. Created and deployed extensive mail merges marketing projects. Developed and coordinated the sales marketing projects on properties for sale or to be leased. Projects assigned to research assistant to maintain department workflow. . Provided general assistance and backup to support the Principals, Brokers and company.

Ba

Masters

Diploma