• Assist financial advisors and certified assistants filling out firm supported subscription daily • Reviewing subscriptions • Follow up on client introduced subscription to complete orders using BPM, DST, and Wisdom • Processing rebills, exchanges, Capital Calls, and purchases in BETA with MACROS • Analyzing problems in accounts called in by PCG, WBS, FINET • Assisting our administrator teams in Boston and Charlotte resolve issues • Updating P&P’s, subscription review list, and AI Metrics

Receives equity and option orders and promptly enters them through the BETA system with accuracyProcess allocations for block trades and verifying accuracy by monitoring inventory positionsCancel & Rebills and other trade related correctionsProcesses FA Better Prices and allocates VSP PurchasesManual corrections on Equity & OptionsApprovals/Changes, Unapprovals/ Voids

• Monitor all consumer and commercial insurance policies utilized by the entire bank for the purpose of purchase and/or collateral • Force Place insurance when it doesn’t meet loan agreement standards• Process paid loan reports and prepare collateral release forms• Review and enter new, renewed, and modified loans• Ensure all Final Title Policies and Deeds are sent out and returned for recording• Coordinate with management to research, analyze, and correct technical exceptions• Box and record all past year files to be stored• Locate and provide requested information from prior years as needed

— Inspected parts from every process of fabrication — Completed calibration inspections on all measuring devices— Received returned parts and entered non-conformances— Performed internal audits — Created purchase orders — Received invoices and ensured information matched purchase orders— Assist multiple customers for companies complaints and quality specifications— Helped maintain ISO 9001-9002 Accomplishments • Proposed idea for recycling cardboard. The idea reduced the amount of trash, in return decreased waste cost and helped sustain a greener environment.• Strengthened relationships with outsourcing companies that resulted in lowered cost of outsourcing. The lowered cost was rolled into the quotes making CR Metal’s priced harder to compete with in the metal fabrication market.• Implemented leaner inspection processes, which reduced rejects.

• Supervised 15-20 employees on a daily basis • Assigned positions and jobs to be completed • Trained new employees on forklift safety and driving • Entered temporary employees’ time • Conducted employee reviews • Gave tours to potential musician clientele for sponsorship of the product • Set up assembly lines for production • Inspected first and last parts of each production run to ensure all parts used were correct and in the right place to the standards of the company Accomplishments• 10% increase in production rates and a 20% decrease in rejection • Assured ergonomically safe working environment by adding lift cranes for the heavier products, which resulted in 60% decrease in injuries in two year time period