*Managed a team of 10 on the Banking/Deposits team. *Processed approximately 3000 incoming checks for deposit to house and client accounts per month.*Conducted quality control checks of all deposits processed at the branch level.*Approved outgoing wires of client funds.*Approved settlement wires segregating firm funds from client funds.*Wrote standard operating procedures as well as written supervisory procedures for all functions in the deposits departments.*Participated in annual audits (both in-house and external).*Conducted annual business continuity testing to ensure the continuation of quality customer service in the event of a disaster.

*Supervised the Pricing team, the Corporate Actions team, the Unclaimed Property team, and the Collections team.*Ensure that prices on all securities, mutual funds, options, commodities, bonds, etc were reflected accurately in the system as well as on client statements.*Conducted month-end and year-end review of statements prior to their release for delivery to the clients.*Utilized Bloomberg terminal for research of prices and company status.*Processed corporate actions to ensure the proper quantity of shares were reflected in house and client accounts.*Ensured that physical stock certificates were returned to the agent to be re-registered whenever a split took place.*Maintained unclaimed client funds until they became eligible for escheatment to the various states.*Processed escheatment for all 50 states plus the US Virgin Islands and Puerto Rico.*Processed promissory notes for retrieval of funds under $50,000.00 from clients.*Mailed monthly reminders for payments.*Processed incoming payments.*Coordinated with outside counsel to pursue the retrieval of funds in excess of $50,000.00.

Assisted two attorneys and three paralegals. Drafted memos, typed letters, memorandums promissory notes and client agreements.Maintained customer files. Heavy phone interaction with clients as well as outside counsel.Set-up conference calls and schedule meetings.

Maintained Supply Warehouse for entire Air base.Purchased office supplies, MRE’s, flight jackets, camping gear and mechanical parts.Distributed gear to troops for force marches, gas chamber exercises, rifle range qualification, and bivouac. Organized and maintained a supply library for the entire base.Conducted preventive maintenance on jeeps, two and a half /five ton trucks, and hummers.