Judith Carter Email & Phone Number

Bridgeport

Resolve critical issues in a time sensitive environment using excellent analytical skills

Bridgeport, Connecticut, United States

Ensure all employees, including new hires complete annual mandatory BSA training Assist with compliance audit, external audit and self auditPerform employee reviews and establish goals for direct reports, schedule semi-annual meetings with staff to follow up on goalsEnsure all customers complaint and communication are handled promptly and efficiently

Greater New York City Area

independently handled intra day functionality from brokers intermediaries including but not limited to discrepancies, brokerage back office request such as identified, track and reconciled.

Darien, Ct

Responsible for ensuring all accounts were in balance