Quentin Mcguffey Email & Phone Number

Service-oriented Securities Industry Operations Specialist with highly successful background leveraging attention to detail, accuracy, investigative curiosity, qualitative and quantitative modeling and superior research skills to achieve professional and customer focused goals. • Collaborative communicator; acts as department liaison to several business units as well as offshore teams to promote organizational success. • Fact-based problem solver; subject matter expert who assists in resolving client complaints and escalated situations. • Rapidly adapt to new technologies and possess expertise with MS Word, PowerPoint, Excel, Access, and broad range of statistical software.• Strong analytical skills; support operations through reporting and analysis of key risk indicators and trends.• Seeking opportunities in Compliance, Research, Strategic Decision Making, and/or Financial Analysis.

Listed skills include Economics, Sales, Statistics, Economic Statistics, and 46 others.

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  Business Execution Administrator

  Wells Fargo Advisors

  Oct 2021 - Present - United States

  • Responsible for responding timely to urgent or sensitive issues received to team mailbox or escalated client complaints. • Assists with daily, weekly, and monthly tasks related to the escheatment process.• Work with large datasets exported to excel to clear accounts from the escheatment process. • Communicates effectively with financial advisors, client associates, and other team members from across the firm to achieve firm goals in high-risk process. • High performer with lower-than-average error rate. Focused on attention to detail, accuracy, and high-quality standard of work.