- Financial Professional skilled in operations, client service and trading support- Operations expertise in Advent’s Axys and Moxy product suites- 15+ years of experience with reporting, reconciliation and maintenance of portfolio accounting systems- Experienced Registered Sales Assistant with a focus on high-net-worth clients- Knowledgeable in SmartStation, BETA, and First Clearing’s platform- Institutional trading background with strong working knowledge of most major custodial platforms- Compliance experience including implementation of the Code of Ethics and other programs at the compliance/operations interface.In addition to experience listed below, I've also worked for Janney Montgomery Scott, Dean Witter Reynolds, The Chicago Corporation, and The Philadelphia Stock Exchange.CORE COMPETENCIES • Financial Operations• Client Service• Trading Support• Sales Assistant• Compliance Review• Advent Axys (3.5, 3.6, 3.8 and 3.8.6), Black Diamond, Orion, Addepar• Advent Moxy (3.65, 4 and 6)• Microsoft Office (Word, Excel, Outlook, Access)• Beta / Back Office• SmartStation• Thomson Baseline• Institutional Custodial Interfaces for Schwab, Mellon, Citigroup, Pershing