Steven Rezendes Email & Phone Number

Oak Ridge Elementary School - Sandwich, Ma

• Provide both 1:1 and small group services to Special Education students per IEP. Services provided are in Mathematics, Writing, Reading Comprehension and Executive Functioning. • Collaborate with students daily both in classroom and in the pull-out environment.• Communicate with staff frequently regarding student progress or potential concerns.• Complete math homework or reading assignments daily to ensure familiarity with subject matter.• Establish a positive and professional relationship with all my students.• Provide classroom instruction as a substitute teacher during staff shortages. Leave thorough notes for absent teacher.

Towns Of Sandwich, Duxbury & Wareham

• Provided Special Education assistance per IEP for students requiring services. Services provided both in a 1:1 and small group setting.• Followed and implemented daily lesson plans provided by absent teachers.• Recorded attendance for all classes daily via PowerSchool or manually.• Corrected some homework and classwork assignments provided by absent teacher.• Provided thorough notes to absent teacher regarding daily accomplishments and behavioral issues.

Greater Boston Area

• Reported directly to the Vice President with responsibilities including technology strategy & support in compliance.• Researched & resolved daily time-sensitive inquiries from internal compliance unit.• Compiled monthly department metrics for upper management utilization.• Processed both new fund and client set-ups in MIG21 compliance system.• Involved in client conversions from InvestSmart compliance to MIG21 compliance system.• Supervised 2-4 members of the Central Control Group to provide daily accurate & timely Security Master data for Fund Admin Compliance. Documented & communicated semi-annual performance evaluations.• Validated the accuracy & integrity of vendor data by using industry research tools.• Documented procedural changes to reflect system upgrades or dept. workflow improvements.• Identified & recommended changes to improve efficiencies in procedures.

Greater Boston Area

• Analyzed & identified inquiry trends to improve client satisfaction.• Coordinated collection of data to help define business requirements.• Provided weekly status of projects detailing progress on initiatives.• Compiled data for use in daily, weekly & monthly client reporting.• Supervised 10 members of the inquiry response unit with concentration on European clients.• Trained & developed staff with consistent performance feedback discussions.• Reviewed all reopened inquiries daily to determine quality of initial resolution.• Ensured unit operated smoothly with utilization of effective management reporting & risk management.• Participated in user acceptance testing for the ActionWorld Corporate Action processing system.

Westborough, Ma

• Supervised 6 staff members of the security master files team by ensuring daily deliverables were met in both a timely and accurate manner.• Researched information of various security types & set-ups from the CPORT accounting system. Cross-referenced against Bloomberg, Reuters, etc.• Processed variable rates & paydowns on funds with these security characteristics.• Worked closely with the Central Pricing, Corporate Actions & Fund Accounting units to ensure accuracy of client funds.

Greater Boston Area

• Supervised a staff of 10 within the 3rd party securities lending group.• Trained new employees and cross-trained current group members.• Authorized both domestic & international trades daily along with Fed cash wires.• Maintained strong relationships with 3rd party security lending agents & internally managed accounts.