Jeff Wallin Email & Phone Number

Fort Lauderdale, FL, US

New York, New York, US

• Executed complex research initiatives to address high-level client queries, contributing to a 20% quarterly increase in client satisfaction.
• Managed corporate actions with daily cash distributions exceeding $1 billion, ensuring timely and accurate processing.
• Led a key project, automating manual cash adjustment workflows, reducing processing time by 50%, boosting accuracy by 80%, and saving the department $25,000+ annually.
• Engineered and delivered customized, data-driven reports and real-time insights on corporate action metrics, supporting business strategy and decision-making for stakeholders while improving service time by 18%.
• Mentored and trained new analysts, cultivating a skilled team aligned with corporate best practices and regulatory standards.

St. Petersburg, Florida, US

• Proficiently analyzed and researched discrepancies using advanced tools like Citrix, OutsideView, Access, and Excel on unique accounts associated with Asset Management Services, such as Freedom, UMA, Eagle/OSM, and.
• Collaborated closely with trading, financial advisors, and cash processing departments to ensure accurate and efficient processing of client investments.
• Delivered comprehensive training to team members, fostering a knowledgeable and capable team.
• Provided expert support by addressing inquiries related to fee-based accounts.
• Applied advanced problem-solving skills to research and resolve complex business issues.

Charlotte, NC, US

• Directed day-to-day branch operations, overseeing the balancing and auditing of daily cash volumes surpassing $150,000.
• Pioneered the development and implementation of streamlined processes, significantly enhancing branch efficiency and productivity.
• Ensured full compliance with regulatory standards and the SunTrust Code of Conduct for all transactions and practices within my scope of responsibility.
• Mentored and trained newly hired staff, both tellers and bankers, to uphold high performance standards.
• Executed the duties of Vault, ATM, and Consignment custodian, managing cash totaling over $500,000 weekly, including coordinating weekly cash orders.
• Proactively identified and capitalized on referral opportunities, demonstrating a commitment to delivering exceptional service while adhering to established guidelines.

Miami, Florida, US

Duties included intake paperwork, drawing up vaccinations and calculation of drug dosages, the restraint of dogs and cats, and preventative education. Additional responsibilities included maintaining advertisements, taking daily inventory, restocking supplies, and the operation and upkeep of company vehicles.

US

Conducted and participated in all aspects of bottlenose dolphin training, maintained and shaped new behaviors using operant conditioning. Developed a thorough understanding of marine mammals and bottlenose dolphins and provided guests with educational and entertaining presentations. Assisted with animal husbandry procedures, administered vitamins and.

Conducted and participated in all aspects of avian training. Assisted with animal husbandry procedures, daily performances, administered vitamins and medications, monitored animals, and prepared daily animal diets.

Orlando, Florida, US

Saved lives as a lifeguard at Aquatica Orlando.

Acton, California, US

Conducted and participated in all aspects of animal training and maintained and shaped new behaviors. Participated in engaging presentations and entertaining interactions with the animals. Assisted with animal husbandry procedures and habitat maintenance, administered vitamins and medications and monitored and prepared daily animal diets.

Duties included the restraint of dogs and cats, IV anesthetic induction and ET tube intubation, surgical preparation, monitoring anesthesia and assisting in surgery when necessary, performed dentals, this also included cleaning, wrapping an sterilization of surgical packs. Other duties involved intake paperwork, maintained a drug log and drew up.

Vancouver, WA, US

Omaha, Nebraska, US

Business Administration, Management And Operations

Associate'S Degree, General Studies