Michael Koos Email & Phone Number

Greater New York City Area

• Ran audit reports within client databases to inspect data and fix exception reports as needed.
• Monitored and reconciled scrub audits across Orion customer databases.
• Compared and evaluated data within electronic system against electronic files.
• Audited performance runs on client accounts highlighting unusual performance numbers; reviewed and remedied all data issues discovered.
• Retrieved and imported prices for mutual funds, stocks, bonds, and variable annuities on a daily basis.
• Retrieved and imported transactions for all downloaded accounts.

Greater New York City Area

-Assume the role of Debt Advocate for clients with high levels of unsecured debt. -Create financial analysis' and develop personalized solutions tailored to clients goals.-Review debt management options with my clients and advise them on the optimal solution.-Ensure client satisfaction during selection process and over the course of the relationship.

362 S Salina St, Syracuse, NY 13202

-Assisting with the organization of financial documents, preparation of reports and presentations, and support for major projects. -Processed daily financial transactions, such as deposits, transfers, and general journal entries-Responsible for compiling and coordinating information and data for annual audits for a not-for-profit organization and its.

West Islip, NY

• Assisted in the installation of monitors and other technological equipment in various businesses
• Set up and fixed technology of many businesses