Sara Gustafson work email
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Sara Gustafson personal email
I have more than seven years of experience in the financial services industry with an emphasis on operations. I have considerable knowledge of internal and external transfers of various brokerage accounts with an emphasis on 529 college accounts, and am familiar with various ACAT and Non ACAT transfer procedures as well. I am presently working on expanding my knowledge of mutual fund products and the internal processes involved with them, and I am hoping to gain more experience in mutual fund reconciliation.
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Investor Solutions SpecialistAlps, A Dst Company Feb 2018 - Feb 2019 -
Financial Services ProcessorPensco Trust Company, A Subsidiary Of Opus Bank Feb 2017 - Jul 2017Denver, Colorado
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Clearing Services Professional- Mutual Fund OperationsAmeriprise Financial Services, Inc. Jul 2016 - Nov 2016Minneapolis, MnResponsible for reviewing 529 college account transfer cases (liquidations and transfer in kind of mutual fund accounts) and completing with a high level of accuracy and timeliness. Receiving rollover checks and wires from various contra firms and communicating with said firms to follow up on cases to ensure processes were completed correctly. Working numerous OMNI processes, updating databases and making corrections to trade cases and fund box locations and mismatched items. Backing up several procedures including ACAT breaks, mutual fund transfer out, and researching cases via Vision and Advisor Central. -
Acats Processing ProfessionalScottrade Nov 2013 - Jun 2015Westminster, CoEntered and reviewed incoming asset transfers from other brokerage firms and financial institutions through the ACATS (automated customer account transfer service) system. All incoming transfers must be completed within 24 hours of receiving, so speed and accuracy is of the utmost importance. Prepping original transfer documents and affixing with the Medallion Signature Guarantee stamp in order to send to receiving firms, cultivating a knowledge of various institutions individual procedures, and working with Scottrade branches in order to complete client's transfers in a timely manner. -
Personal BankerWells Fargo Nov 2012 - Mar 2013Greenwood Village, CoFully certified banker working in one of the largest and most heavily trafficked branches in the Denver Metro area. Assisted customers with any banking needs including new accounts, servicing existing accounts, loans, credit cards, and billing/ statement support. Worked extensively to provide sales and service solutions and create an outstanding customer experience and become a personal liaison for all financial needs through building a lasting relationship with clients. -
Retail Sales RepresentativeT-Mobile Oct 2010 - Nov 2011Lakewood, CoQualifying prospects into wireless communications solutions, coupled with value- added services to suit a rapidly growing customer base. Technical support and assistance with numerous wireless and mobile internet products. Performing in a team environment with consistently changing sales expectations and goals in order to meet a sometimes demanding store quota. Assisting with marketing, inventory and overall store operations on a daily basis up to and including opening and closing the facility. -
Retail Sales ConsultantAt&T Oct 2005 - Aug 2009Colorado Springs, Colorado AreaResponsible for meeting sales goals and expectations on a monthly basis in a consistently changing industry. Trained extensively on wireless products and services in order to better assist customers in product selection and technical support assistance. Marketing, inventory and ordering processes required on a daily basis. Numerous awards for sales and customer service. Quickly became a tenured representative with a history of going above and beyond in order to assure the continued satisfaction customers, as well as a source of knowledge to other representatives within the store. Trusted with management duties including keys to store, alarm and safe codes and operating the facilities in the absence of direct supervisors.
Sara Gustafson Skills
Sara Gustafson Education Details
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Mitchell High School -
Radiologic Technology/Science - Radiographer
Frequently Asked Questions about Sara Gustafson
What is Sara Gustafson's role at the current company?
Sara Gustafson's current role is Investor Solutions Specialist.
What is Sara Gustafson's email address?
Sara Gustafson's email address is sa****@****sco.com
What schools did Sara Gustafson attend?
Sara Gustafson attended Mitchell High School, Pima Medical Institute.
What skills is Sara Gustafson known for?
Sara Gustafson has skills like Financial Operations, Back Office Operations, Mutual Funds, Acats, Internal Transfers, Typing, Microsoft Office, Office Administration, Customer Relationship Management, Sales Operations, Retail Sales, Inventory Control.
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Sara Gustafson
Aspiring Market Research Analyst | Bs In Psychology Candidate At Minnesota State University, Mankato | Academic Mentor | Event PlannerSt Paul, Mn -
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Sara Gustafson
Seattle, Wa1t-mobile.com
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