Vermena Lee Email & Phone Number

Trooper, Pa

Responsible for online and special order fulfillment• Responsible for order fulfillment including coordination with internal team to create, assemble, and ship products - to date, fulfilled over 4,000 orders worth over $100K• Exhibited excellent relationship management skills when interfacing with clients to determine needs and timelines• Developed marketing material for product promotion• Worked closely with management to improve efficiency across the product creation pipeline… Show more Responsible for online and special order fulfillment• Responsible for order fulfillment including coordination with internal team to create, assemble, and ship products - to date, fulfilled over 4,000 orders worth over $100K• Exhibited excellent relationship management skills when interfacing with clients to determine needs and timelines• Developed marketing material for product promotion• Worked closely with management to improve efficiency across the product creation pipeline and order fulfillment activities Show less

Wayne, Pa

Volunteer leader with the BSA as a unit commissioner within the Cradle of Liberty Council- Liaison between BSA council/districts and the local Scout packs and troops- Support Scout units providing good program content

Norristown, Pa

Volunteer leader of a local BSA troop- Oversaw the training and record management for the committee members- Tracked and recorded achievements and requirements for the Scouts in the troop

Radnor, Pa

Responsible for management of assigned investment accounts, including the following daily tasks:- Activated new accounts for assigned relationships- Processed and reviewed new account paperwork- Entered client information into portfolio accounting system- Assembled client files- Processed changes for existing accounts- Performed reconciliation on assigned accounts- Matched cash balances- Compared security positions- Processed daily inflows and outflows of… Show more Responsible for management of assigned investment accounts, including the following daily tasks:- Activated new accounts for assigned relationships- Processed and reviewed new account paperwork- Entered client information into portfolio accounting system- Assembled client files- Processed changes for existing accounts- Performed reconciliation on assigned accounts- Matched cash balances- Compared security positions- Processed daily inflows and outflows of securities and cash- Assisted advisors and sponsors with questions regarding new accounts, changes and activity in existing accounts- Researched and resolved problem accounts- Ensured corporate actions are correctly processed in clients’ accounts- Prepared quarterly statements- Collaborated with other departments within the firm to ensure clients’ needs are met Show less

Bachelor Of Science - Bs, Design

Activities and Societies: Member of American Society of Interior Designers Emphasis: Interior Design Advanced Color Theory

Master Of Commissioner Science

Proactively furthered training for volunteer role Volunteer Unit Commissioner for BSA