Ronnie Spears, Mba Email and Phone Number
Ronnie Spears, Mba work email
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Ronnie Spears, Mba personal email
Signature Skills & StrengthsRetirement Plans | Investments | Pension Calucations | Financial Operations | Statement Analysis | Account Reconcilation | Microsoft Office Suite | Morningstar | Redtail CRM | Salesforce |Fidelity Wealthscape | Bloomberg Terminal | FactsetCertificationsSeries 7 | Series 6 | Series 63 | Series 65 | Notary Public
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Registered Wealth Management Client AssociateMerrill Lynch Mar 2019 - PresentNew York, Ny, Us● Serve as the point contact for investment research, administrative functions, and liquidations daily for 15-20 clients to ensure a high-touch customer experience● Execute solicited trades from Financial Advisors and unsolicited trades from clients daily resulting in optimal fund performance and transition low value accounts to broker dealers● Assist Financial Advisors on a weekly basis with detailed analysis on high net worth accounts to recommend targeted financial products to optimize portfolio based on their risk profile● Rebalance portfolios, distribute client notices, and execute custom client requests to ensure investment clients’ needs are addressed with accuracy and attention to detail -
Wealth Management Operations AssociateAspire Advisors, Llc Apr 2017 - Jan 2019North White Plains, Ny, Us• Liaised between holding and investment companies and assisted client requests for enrollments, rollovers & transfers of 401(k), 403(b) and other employer qualified retirement plans• Constructed individual client asset allocations for Roth, Traditional IRA and IRA Rollovers while managing Docuware and Redtail databases to better serve clientele -
Retirement Pension ExaminerAmalgamated Life Insurance Company, A Member Of The Amalgamated Family Of Companies Dec 2015 - Apr 2017White Plains, Ny, Us• Process pension estimates, benefits applications, and disability claims in alignment with regulatory compliance while maintaining records to authenticate documentation to assure organizational integrity.• Track and trend data to monitor pension application progress status toward completion and provide reports to executive. • Streamlined processing time through cross-functional collaboration to resolve pension issues and implement mitigation strategies to avoid recurrence of errors. • Simplified communications in client-centric formats to assure comprehension of available options and benefits and educate on application process to minimize user errors and ensure client satisfaction. -
Senior Customer Service AssociatePeople'S United Bank Jan 2013 - Dec 2015Bridgeport, Ct, Us• Identified and referred sales leads to managers and banking specialists to achieve sales goals• Forged key relationships with clients to conduct needs assessment and provide education on available tools, information, and benefits to assist client in attaining personal and organizational financial goals.• Achieved referral goals for seven consecutive quarters by cross-functional collaboration to upsell services and products across departments.• Enhanced procedures for cash, checks, and vault audits, resulting in 20% improvement in risk score -
Finance InternThe Children'S Village Jun 2014 - Aug 2014Dobbs Ferry, New York, Us• Utilized MIP accounting software to input and code invoices correlating to correct GL codes• Prepared vendor payment requests to guarantee timely invoice payments • Analyzed daily bank reconciliations to ensure accuracy of accounts payable consolidation reports• Supported junior accountants with financial analysis reports and forecasting for a non-for profit firm -
Youth WorkerMadison Square Boys & Girls Club Mar 2006 - Mar 2010New York, Ny, Us
Ronnie Spears, Mba Skills
Ronnie Spears, Mba Education Details
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Iona UniversityInternational Business -
The College Of WestchesterManagement And Operations
Frequently Asked Questions about Ronnie Spears, Mba
What company does Ronnie Spears, Mba work for?
Ronnie Spears, Mba works for Merrill Lynch
What is Ronnie Spears, Mba's role at the current company?
Ronnie Spears, Mba's current role is Registered Wealth Management Client Associate at Merrill Lynch.
What is Ronnie Spears, Mba's email address?
Ronnie Spears, Mba's email address is rs****@****ife.com
What schools did Ronnie Spears, Mba attend?
Ronnie Spears, Mba attended Iona University, The College Of Westchester.
What are some of Ronnie Spears, Mba's interests?
Ronnie Spears, Mba has interest in Football, Notary Public, Economic Empowerment, Banking, Education, Accounting, Basketball, Finance, Sports Agency.
What skills is Ronnie Spears, Mba known for?
Ronnie Spears, Mba has skills like Customer Service, Sports, Banking, Microsoft Excel, Powerpoint, Sales, Time Management, Coaching, Training, Finance, Public Speaking, Leadership.
Who are Ronnie Spears, Mba's colleagues?
Ronnie Spears, Mba's colleagues are Shivalingam Vanaraj J P, Sharon Stone, Ellen Ruiz, Jeffrey Bowles, C(K)p®, Cpfa®, Crpc™, Diane Quirk, Theresa Lang, Kyle Roaf.
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