Larry Sowell Email & Phone Number

Berwyn, Pennsylvania, United States

Distribute trading requests for day-to-day operations to the team.Evaluate and process trade instructions. Identify client accounts that follow special trading instructions. Develop streamlined workflows to support processing functions for management and stakeholders.Lead projects using Qualtrics metrics to measure goals and request associated with the team.Conduct onboarding initiatives for all new employees. Take and apply specific order request for an account or model. Create financial strategies to optimize portfolio performance and reduce risk.Monitor market trends and news to identify emerging opportunities.Develop financial models to assess potential investments and identify potential risks.Coordinate with financial advisors to develop long-term investment strategies.Assist in preparation of presentations, data tables, and other documents.Conduct comprehensive research on potential investments and present findings to management.Help internal clients make optimal decisions on amounts and timing of capitalization.Develop trading strategies to maximize return on investments.Improve emergency resolution processes to save time.

United States

Handled client issues by using complex problem-solving strategies to provide effective solutions.Created workflows for advisors and home office representatives to ensure comprehensibility in navigating the Envestnet platform.Developed process improvements to help enhance overall delivery of service for all stakeholders.Ensured best practice in optimizing work readiness procedures.Provided web navigation of the Envestnet platform to advisors to resolve clients account issues.Trained new team members on the daily task and operations of the organization.

1 Freedom Valley Dr, Oaks, Pa 19456

Audited access to ensure accuracy of reporting.Provided support for access to 80 different high-level and confidential programs.Managed external clients access changes.Supervised compliance measures and escalated risks while offering solutions.

3005 State Rd, Telford, Pa 18969

Coordinated, scheduled meetings, and conference calls to optimize scheduling for the CEO.Sorted and distributed office mail and recorded incoming shipments for corporate records.Developed strategies to streamline and improve office procedures.Facilitated timely delivery of special projects to meet organizational and departmental needs.

3701 Walnut St, Philadelphia, Pa 19104

Coordinated meetings and trained staff on department expectations and upcoming events. Facilitated field and court schedules and resolved all scheduling conflicts with students or staff. Recruited students to work for the department and increased student involvement in the intramurals program.

Masters, Higher Education/Higher Education Administration, Graduate School

Bachelor Of Science - Bs, Mass Communication/Media Studies, Undergraduate School

Activities and Societies: Millersville Concern Men Student Senator Communications Coordinator Multi-Culture Outreach Ambassador Mentor.

Dipolma, 12Th

Activities and Societies: National Honor Society Football Team Track & Field