Worked on several new and mature regulatory reporting systems. Provided functional documentation, test cases, testing, and project support throughout the project life cycle.

* Communicated with investment professionals and retail clients regarding investment vehicles, account information, and policies and procedures * Executed mutual fund trades, provided online technical support, and resolved shareholder concerns

* Assisted the marketing department with various promotions including a direct mailing campaign and television advertisement * Provided a wide range of financial transactions and member services at corporate headquarters * Managed a convenience item store and performed teller transactions for residents of Touchmark