• Onboard new clients• Manage project budgets ranging from $7,500 to $200,000 • Draft and distribute reports of the findings as they relate to the clients’ audit• Scope out current and potential client’s websites • Draft letters and statements for clients in order to validate and bolster their previous audits• Basic understanding of HTML as it applies to creation of lists and headings

• Manage a book of business exceeding 50 clients, with client’s programs exceeding $5 million in yearly revenue• Ensure the development and distribution of marketing materials as it pertains to client schedules• Execute direct mail programs ranging from $500 to $100,000 in total revenue on a weekly basis from start to finish• Assist sales by providing market and product availabilities, targeting information, forecasting, and specialized reports• Develop a budget based on the clients needs and contractual obligations• Oversee the production of printed materials internally as well as with our external vendors• Work cross functionally to manage various projects, billing issues, production issues, and coordinate freight• Knowledgeable on all product lines and execute cross sell opportunities• Authorize and waive fees with discretion to address client issues• Analyze and interpret contracts to make sure the client is meeting obligations and ensuring the proper elements are in place for the client to be billed accordingly• Escalate potential legal issues to the corresponding department• Collaborate with the client to design raw ads and make sure their images meet the standards and required spec guidelines for all internal printed materials

• Main Contact for Investment Managers• Responsible for processing outgoing and incoming wires, currency movements, foreign exchanges, funds transfer, and international wires• Work in a team to manage, service, and reconcile client accounts• Monitor daily trade reporting and account balance reporting• Ensure completion of daily critical controls for relationships ensuring compliance with internal procedures

• Committed to meeting daily deadlines through conscientious handling of securities and account transactions• Responsible for the timely and accurate settlement of tri-party repos and offshore time deposits• Resolve discrepancies with complex trades through effective communication with brokers, settlements, cash teams, and client service representatives• Develop and maintain area procedures for the processes that the department uses every day• Instruct staff on daily processes on the Institutional Accounting System (IAS) and the Custody Management System (CMS)• Reduce risk daily by verification of reports and executing a strict balancing process

• Compile comprehensive client contact lists from all major metropolitan areas throughout the country• Make over 50 cold calls and follow up calls daily in order to generate business• Handle all client service inquiries in relation to my accounts

• Designed webpage content, targeting access to promotional offers from 48 corporate sponsors• Executed four sponsorship proposals ranging from $20,000 to $200,000• Facilitated multiple relationships between the Dynamo and their sponsors by coordinating player appearances, promotional events, charities, and the pre-game event known as Soccer Fest• Analyzed the values of English and Spanish TV and Radio airtime by comparing the sponsorship contract with the length of the visible signage during television broadcasts and length of radio spots• Researched the sponsorship category relating to financial institutions• Assisted in the fulfillment of all elements of the sponsorship contract