Michael Taverna Email & Phone Number

Auburn, Massachusetts, United States

Strategically displaying products to maximize consumer interest and sales.Implement layout plans for stores and maintain inventory on the shelves.Build constructive customer relationships with channel partners.Monitor stock movement and consider promotions, price changes, and sales velocity.Remain up to date on industry and best practices.

Framingham, Massachusetts, United States

Demonstrated products effectively and safely.Maintained personal CSI score of 99% and rapport with previous clients.Organized prospect and client data through CRM to maintain constant contact.Closed sales by overcoming objections, asking for sales, negotiating prices, and completing purchase contractAveraged deal size of $50,000.Collaborated with finance to ensure 100% client satisfaction.Assist with the setup of the showroom and displays.

Everett, Ma

Supervised and managed the operations of teams consisting of 3 to 5 associates alongside manager.• Confirmed all cash activities outgoing domestic and international wires.• Approved and verified equity, money market, and mutual fund trades in accordance to strict policies.• Monitored and processed dividend and interest income, special dividends on stock accounts, and analyzed corporate actions.• Submitted the annual and Employee Retirement Income Security Act (ERISA) reports by the required deadline.• Recipient of the BNY Mellon Outperformance award for top client service on 2 occasions.

Everett, Ma

Monitored and processed dividend and interest income, special dividends on stock accounts, and analyzed corporate actions.• Managed monthly invoicing to ensure timely payments of over 10 vendors, which include wires, ACH, and check processing.• Point of contact to support areas and third party groups including cash, accounting, reconciliation, and reporting of client activities and initiatives.• Trained and acclimated new team members.• Facilitated client's trading activities by interacting with internal mutual fund team, trading desk and fund families.• Ensured that client information and activities remained in compliance with internal policies and adhere to external regulatory standards.

Everett, Ma

Processed and supported complete, accurate, and timely valuation of 4-7 daily valued portfolios.• Identified, researched, and resolved cash and unit discrepancies due to daily cash activity for 7 clients.• Settle trades and reinvest cash balances daily, monthly, quarterly, and yearly.• Processed all client directed activity such as but not limited to investment management, legal, and record keeping fees.• Contributed independently to prepare and deliver monthly, quarterly, and yearly financial statements to clients.

Quincy, Ma

Prepared and distributed 3-5 monthly financial statements.• Updated expenses on 2 accounting systems and ensured accuracy.• Posted between 9 and 11 dividends on accounting platform using rates retrieved from Bloomberg.• Verified prices and foreign rates with third party vendors.• Distributed prices to clients and appropriate third parties