Marisa C. Email & Phone Number

Bluffton And Hilton Head Island, South Carolina

After having a lengthy and successful career in international finance, I have shifted my career focus to residential real estate, earning licenses in Massachusetts and South Carolina, along with earning a paralegal certificate from Boston University. I am thrilled to be working in real estate in the Low Country and to have joined Diana Sroufe and Associates Charter One team!! Diana's Team has over 50 years of real estate experience.Being known for my diplomacy, honesty, integrity, professionalism, hard work and my big smile, the real estate world is a great fit for me. Taking the time to analyze situations, gather information, listen carefully and then present solutions to problems are all attributes needed in a real estate transaction. Being friendly and cheerful, approachable, a great listener and a problem-solver and having a keen eye toward helping clients achieve their goals is what I am able to accomplish. I lived and worked in several U.S. states and throughout Europe and Asia. Through these experiences I sharpened my skills at managing teams and guiding individuals in stressful, complex and time-sensitive situations. I was the first female trader on a desk of 52 men in London, and ran international financial services operations for Morgan Stanley, London and Brown Brothers Harriman worldwide. Having lived all over the world and having worked with people in 50 countries has taught me great diplomacy and the ability to break down barriers. My two Sons and I enjoy time together and I also enjoy entertaining, traveling, fishing, photography, golf and cooking. I have always given back to my community and served on the Board of Cambridge and Family Services and was the leader in a Hurricane Katrina fundraiser and chaired several United Way events.I am so excited to start sharing this wonderful area of the Low Country with everyone.

Boston, Massachusetts, United States

Student in the Boston University Paralegal Program. Courses include: Legal Research, Legal Writing, Legal Technologies, Probate and Family Law, Real Estate Law, Business Law and Litigation.Skills include: Excel, WestLaw, PACER, Case Map, Clio

Real Estate education and passed MA Real Estate exam and received license.

Winchester, Ma

Handled all HR duties including FMLA handling, short term and long-term disability, worker's compensation processing, system installation for outsourcing leaves. Knowledge of federal or state Leave and Disability regulations, specifically ADA/ADAAA, and FMLA Experience supplying guidance to employees or managers on leave of absence, disability plan, accommodation, human resources, benefits, or employee matters.

Greater Boston Area

Selecting the right post secondary opportunity is a complex process that includes the whole family. Worked with families and students to help with college selection, student promotion and college affordability. Individual counseling and extensive behind the scenes research equiped students with the best possible information and strategies. We utilized a proprietary system for organizing college admissions information known as our "College Road Map". This system included an array of custom tools and resources to help students evaluate schools, plan testing schedules, showcase talents, meet critical application deadlines and apply for financial aid. My company provided the following services and clients can purchase services at an hourly rate or choose from our comprehensive counseling packages:• Plan a successful high school program• Find colleges that match your strengths and interests• Development of standardized testing strategy (discussion of which test to take, resources for test preparation, suggested dates...)• Making the most of your summers with jobs and internships• Explore college majors• Preparation of the initial college list• Assistance with college visits• Strategy for ED/EA and Regular Admission• Assistance with the common application• Assistance with supplemental applications• How to write essays that capture YOUR voice, enthusiasm and talents• Analysis of unique experiences and/or circumstances that may affect a student's candidacy• Deadline prioritization and calendar preparation• Resume writing• Interview preparation and role playing• College specific scholarships• Outside scholarships• Understanding the CSS Profile/FAFSA• Analyze financial aid packages• Ongoing support via phone/email outside of meetingsMake transition to college

Greater Boston Area

Appointed as CFO. Wrote business plan, developed launch strategy, introduced potential venture capital partners, developed software RPFs and act as business mentor for CEO and COO. Structured and established Partnership for the start up on line tutoring firm. Will continue to act as CFO and perform all accounting duties. I also serve on the Board of Directors.

Built a self- sustaining business of distributors that place health care products to a client base throughout the USA. Recruited, trained and provide high level coaching to the current sales team.

Boston, Nh

Provided senior project support for a new trade input system-interviewed operations teams, custodians and systems groups. Made formal recommendations to senior management. Reviewed all operations units in two offices and recommended and implement structure changes, cost savings, new operations procedures, enhanced management reporting and team accountability reporting. Many of the recommendations implemented are still in place.

Across All Bbh Offices Worldwide

Provided senior project support to Brown Brothers Harriman (BBH) on 6 multi-location, cross-divisional projects. Developed vision, strategy, needed resources and multi-tier communications.Partner Business BroadcastLive telecast of senior executive team business revenue summary, future business direction, and staff acknowledgements to 5 countries and 9 locations.• Researched, recommended, canvassed and produced an around the world, live satellite presentation using state of the art delivery medium.• Conceptualized and implemented presentation plan including worldwide personnel involvement, client testimonials, and partnership message content. Built worldwide excitement resulting in great live information sharing, personnel enthusiasm, and client kudos. Developed, filmed, photographed, edited and dubbed client films and BBH worldwide personnel montage resulting in high excitement and 90 % attendance from staff.Omnibus Business ImpactAnalyzed impact of omnibus processing from client, operational, treasury, market competitiveness, and sub custodian perspective.• Provided BBH with comprehensive data to determine whether firm should offer segregated and omnibus processing. Enabled senior executives to decide on processing option and have comprehensive data for client discussions.

Boston, Nj, Ny

Managed largest BBH operations team with an operating budget of $4.1 million, 100 people in 3 locations and, initiated three working shifts per day. Provided trade input, fail monitoring, stock loan, central pricing, client account maintenance, and sub custodial communications for all domestic and global trades for entire firm. Responsible for the successful processing of 800,000 trades per year in 60 countries. Handled all hiring, firing, reviews, succession planning, training and HR matters for entire division.• Developed and implemented straight through processing (STP) vision from client and sub custodian perspective that increased STP through core systems. This increased quality, decreased labor, increased client satisfaction and foreign bank efficiencies and quality. • Implemented new trade processing system with enhanced editing tools which allowed client focused teams to handle processing exceptions. • Centralized processing hubs to one location to reduce training, increase risk monitoring and centralize client trade flow to BBH.• Initiated semi-annual business plans that opened discussions with Partners for joint strategy planning and goals achievement.• Represented BBH on international Dwight Eisenhower People-To-People trade delegation to China. Delegation consisted of members from 6 countries and various disciplines. Team educated Chinese brokers, banks and exchanges on US and European investor needs and industry requirements.

Boston, Ny, Paris, Luxembourg, Hk

Managed sub custodian network of $41 Billion in assets in 53 countries with 85 banks. Responsible for 17F5 bank, depository and exchange due diligence and client visits to foreign countries.• Established first ever decentralized contact and relationship teams in Luxembourg, HK, and Boston. Hired, managed and trained diversified, multi-lingual team.• Recommended and implemented major shift in sub custodian network. Broke tradition by questioning use of a large single provider. Developed a comprehensive RFP that included details from all BBH areas of operations and systems that resulted in the recommendation and implementation of a major shift in the sub custodian network. • Conducted week-long foreign bank visits in Boston where representatives from 10 countries presented their services. Recommended new providers resulting in a fundamental strategy change for BBH, increased sub custodian commitment, decrease in existing bank complacency, large decrease in fees ($ 1.2 Million/year), increase in cash management income ($4.2 Million/year) and increase in controls through reporting and SWIFT links. • Conducted extensive and lengthy visits to the UK to work within the Inland Revenue office to secure tax reclaim receivables.Handled all hiring, firing, reviews, succession planning, training and HR matters for entire division.

Boston

Managed team of 40 employees responsible for cash management, trade support, fails, sub custodian contact and client queries.• Restructured group to client accountable and not process accountable resulting in higher client and staff satisfaction. • Established control reporting and client query tracking.• Developed training ladders resulting in higher industry knowledge and job satisfaction.• Established custody client tours to showcase all features of custody service offerings. Handled all hiring, firing, reviews, succession planning, training and HR matters for entire division.

London, United Kingdom

Paralegal Certificate, Paralegal

Boston University Certificate in Paralegal studies. Skills include Excel, WestLaw, PACER, Case Map, Clio. Will complete program June, 2021.

Education record

Ba, Economics/French