Sean Boldin, Mba/Cebs Email & Phone Number

Jenkintown, Pennsylvania, United States

• Processing of non-discretionary trading requests across all programs• Support the Staff Investment Committee by reviewing and posting donor/FA recommendations for Committee voting• Actively participate in projects related to current and future initiatives within the team and the broader operations department• Subject Matter Expert for the team including traing and mentoring team members as needed• Assist with writing new procedures and updating current procedures to ensure accuracy as work flows are constantly streamlined • Compile, compute and analyze monthly trade metrics and process monthly and ad hoc reporting requests• Auditing peer work to ensure the highest quality and accuracy of all work• Respond timely to all Phone, Instant Messaging, MS Teams and Email communication from internal and external clients

Jenkintown, Pennsylvania, United States

• Engage external stakeholders to open external investment accounts and ensure appropriate access for daily processing• Processing of non-discretionary trading requests across all programs• Support the Staff Investment Committee by reviewing and posting donor/FA recommendations for Committee voting• Prepare quarterly compliance reports of external investment accounts for the Investment Committee of NPT’s Board of Trustees• Actively participate in projects related to current and future initiatives within the team and the broader operations department• Assist with the daily, weekly, monthly, and quarterly tasks associated with compliance monitoring across all investment accounts• Ensure documentation of standard operating procedures and service level agreements are current and accurate• Train, mentor and provide assistance to other team members, as necessary• Ensure the timely resolution of donor, financial advisor and/or Financial Service Partner inquiries related to donor-advised funds

Exton, Pennsylvania, United States

• Pick items for guest orders accurately and quickly meeting service and required ship time standards• Properly prepare, pack and sort guest orders for shipment using correct materials in a timely manner• Meet pick and pack productivity expectations and Item Not Found (INF) goals• Provide excellent service to all guests in the area when picking orders

Downingtown, Pa

• Schedule weekly tasks to ensure the products in all stores in my territory are covered• Provide excellent customer service by building relationships with store managers and associates• Merchandising of products which includes ordering, stocking, pulling out of date products and setting up store displays• Reconciling purchases (invoices) against inventories, counting forward reserve inventories and inputting product prices• Utilizing a hand-held device to scan UPC codes, collect and enter display, promotional information and survey data • Transmitting collected data daily via internet based on the requirements of the collection device

King Of Prussia, Pennsylvania, United States

• Processing manual trades and cancel trades as needed per client request• Researching and reconciling trade discrepancies as needed• Updating procedure documents and checklists as new streamlined improvements are implemented• Processing of various daily and ad hoc reporting requests• Auditing peer work to ensure the highest quality and accuracy of all work• Cross training of associates on functions as work is transitioned to new people and teams via screen share• Respond to all Phone, Instant Messaging and Email communication from internal and external clients in a timely fashion

King Of Prussia, Pennsylvania

• Handle various accounting functions for mutual fund family clients• Periodic processing of expense invoices, expense adjustments and accrual updates as needed• Completion of daily/weekly/monthly client reports and expenses including the daily ANA file, weekly performance fees, monthly gross of fees, advisory fees and 12b-1 fees• Research and processing of various ad hoc reporting requests• Processing of distribution estimates to be sent to the client and booking the distributions in the system• Compilation of mutual fund financial data needed for SEC filings such as semi-annual/annual reports and the prospectus and SAI • Documenting and updating procedures and checklists as new streamlined improvements are implemented• Respond to all Phone, Instant Messaging and Email communication from internal and external clients in a timely fashion• Auditing peer work to ensure the highest quality and accuracy of all work• Mentoring and training new and less tenured associates

Dresher, Pa

• Daily processing of Trade Files involving millions in transactions daily• Processing of Global Fund Adds, Model Rebalances, Manual Trades and Cancel Trade Requests• Subject Matter Expert for the Team that is responsible for mentoring and training new and less tenured associates • Research and resolution of Non-Price Protected Trade Rejects and Trade Research Requests• Perform Same Day Quality Audits for monetary transactions processed and monitor and respond to Trade Support Tickets• Update and create procedure documents as needed• Respond to all Phone, Instant Messaging and Email communication from internal and external clients in a timely fashion• Responsible for translation, timely processing and quality control of Corporate Actions: Fund Name/CUSIP changes• Participate in projects to analyze and streamline workflows and procedures as necessary to improve quality and efficiency• Assist with disaster recovery testing and systems testing for new enhancements and upgrades to applications

Mba, Business Administration

• Masters of Business Administration: Management Concentration • AACSB International Accredited Program • 3.76 Cumulative GPA

Bachelor Of Science, Liberal Arts: Minors In Biology & Psychology

• Bachelor of Science in Liberal Arts: Minors in Biology & Psychology • Graduated Cum Laude • Made Dean's List