Create and maintain Lawson items, contracts, and purchase orders while preparing the system to be migrated to workday.• Pull, combine, and compare various data sources in excel to ensure information is up to date and relevant.• Run reports to find discrepancies, analyze them in excel, and resolve in Lawson.• Clean data with pivot tables, filters, VLOOKUPs, and Boolean identifiers• Update out of date information, inactivate unnecessary information, and add new information to… Show more Create and maintain Lawson items, contracts, and purchase orders while preparing the system to be migrated to workday.• Pull, combine, and compare various data sources in excel to ensure information is up to date and relevant.• Run reports to find discrepancies, analyze them in excel, and resolve in Lawson.• Clean data with pivot tables, filters, VLOOKUPs, and Boolean identifiers• Update out of date information, inactivate unnecessary information, and add new information to Lawson.• Create tables to present data to the team in a clean fashion.• Utilize Vizient and purchaser information to update contracts.• Undertake various projects to ready data to be moved to workday.• Run month end close reporting procedures.• Request information from venders through phone calls.• Send out and manage large blind carbon copy email chains to update supplier details.• Utilize GHX to resolve received item discrepancies. Show less

Perform analyses to find corporate actions in client portfolios for compliance and risk management in conjunction with cash disbursement operations. • Create, update, and maintain notifications of corporate actions throughout their life cycle, from announcement to allocation, working in Aspen and legacy systems. • Created Excel spreadsheet, used for daily reports, working with advanced featuring including sorting functions, VLOOKUP ups, pivot tables, and filtering. • Checked… Show more Perform analyses to find corporate actions in client portfolios for compliance and risk management in conjunction with cash disbursement operations. • Create, update, and maintain notifications of corporate actions throughout their life cycle, from announcement to allocation, working in Aspen and legacy systems. • Created Excel spreadsheet, used for daily reports, working with advanced featuring including sorting functions, VLOOKUP ups, pivot tables, and filtering. • Checked for client position and performed level 2 sanctions checks to prevent sending information both from sources from illegal sources and to individuals who were not allowed to be informed of it.• Utilized and scanned for discrepancies multiple sources of information to set up the required events. These sources include DTCC web, DTCC legacy, Euroclear, Citi and CDS.• Take initiative to Investigate workflow for solutions to issues that present compliance and execution risk.• Improved method of tracking in-progress corporate events for updates. • Aided colleagues during the transitions from legacy systems, which were predominately Cairo and Excel to Event Master Central.• Review and train peers in a maker/checker process to prevent errors. Show less

• Prospected clients through various methods including group presentations, cold calls, creating excel spread sheets, and mailings.• Created Excel spreadsheet template to estimate tax liabilities for clients’ decisions between tax-free and taxable investments, relieving agent resource and training deficits.• Analyzed client’s financial needs with Planning Station, illustrated suggested policies utilizing proprietary software and presented client options.• Conducted in-depth research… Show more • Prospected clients through various methods including group presentations, cold calls, creating excel spread sheets, and mailings.• Created Excel spreadsheet template to estimate tax liabilities for clients’ decisions between tax-free and taxable investments, relieving agent resource and training deficits.• Analyzed client’s financial needs with Planning Station, illustrated suggested policies utilizing proprietary software and presented client options.• Conducted in-depth research for a trust for a client with complicated needs, proposing a unique solution to benefit both heirs and charity.• Illustrated suggested policies utilizing NYLIS software to present suggested policies to clients.• Organized data using Excel, RightBRIDGE, Portal Contact System, and Salesforce data for use in client presentations as well as for analyzing client needs. • Automated 3 years of manual legacy client data and vital information for input to system so successors could continue servicing clients after agent departure. Show less

At Patterson Med-co I did order filling, packing, and manifesting. At the office itself I made pamphlets for the new employees.

Manifesting out going parcels and checking for hazardous material. Packing and filling orders and transporting same. Operating industrial equipment when necessary.