Stephen O'Brien Email & Phone Number

• Distinguished performance working with Managing Director on daily operations • Analyzed data sets to assure reporting accuracy• Prepared trade recommendations • Summariezed estate documentation to determine the flow of assets • Onboarded clients from initial implementation to estate processing • Administered domestic and international wire transfers, journals, and complex ad-hoc requests• Communicated directly with clients on current matters at hands • Created new report templates to capture historical performance tailored to billion-dollar client’s request • Streamlined data reconciliation process into portfolio database which resulted in faster report generation and increased team productivity • Proposed solutions to the quarterly invoicing process that aided billing accuracy • Improved tracking of investment assets under management (AUM)• Teach colleagues new strategies for completing tasks which increased department efficiency

- Process all open orders by reviewing pricing, inventory, forecast and ship dates for assigned accounts with tight shipping deadlines.- Review open order, sales & inventory reports and work with Operations and sales representatives to fill orders and advise customers accordingly.- Track deliveries and investigate and resolve any issues.- Generate time sensitive weekly reports and distribute to outside sales and internal personnel.- Review purchase orders to ensure customers adhere to policy; make appropriate departments aware of any discrepancies and address accordingly.- Work with the warehouse operations to ensure all orders are processed and invoiced in a timely manner.- Gather and analyze various data such as International Distributor Sell-In & Sell Through Data, NPD Market Date, Promotional Tracking, Points of Distribution - Maintain Domestic and International Pricing Portfolio, which includes analyzing gross margin

Stamford, Ct

Oversee daily repair operations in garageDispatching work to the technicians Maintaining customer repair orders and relationshipsWrite up/Bill build orders for sales inventory

Shop Manager/Technician• Managed daily shop operations and trained new employees• Created tailored products to achieve the clients desired end result • Promoted company growth through social media and increased sales • Analyzed, diagnosed, and installed various 12 volt peripherals • Assisted in the organization of files and provided support with business administrative tasks • Attended trade shows to meet with new suppliers

Maintain inventory of members' golf equipment, monitor use of and care of golf carts and maintenance of driving range and putting green