Wayne Moyer Email & Phone Number

Philadelphia

•Work with Business Technology Lead to implement any required technology changes to the Financial Advisor Dashboard Client Segmentation Tool•Work with the Private Client Group Administration representative responsible for the Client Segmentation Program to determine any changes to the program offering•Assist with projects to continue enhancing the client experience•Assist with the coordination of a new Financial Advisor On-Boarding•Research data integrity issues and recommend solutions for correcting and maintaining that data

Philadelphia

•Provide operational and administrative support to branch personnel and clients •Pricing of alternative investments held within IRA accounts•Operate Hyperion Intelligence to research and resolve database issues•Reconcile State withholding for all IRA distributions•Review and respond to various daily, monthly, quarterly and annual reports from internal, SEC and FINRA audits•Oversee the opening and the communications of all Qualified Plans (Simple IRAs, Profit Sharing Plans, Money Purchase Plans and Solo 401-Ks)

Princeton, Nj

•Researched numerous sectors: insurance, banking, IT, aerospace and automotive•Qualitative and quantitative techniques were used to research various financial reports (8-K’s,10-Q’s, 10-K’s and along with monthly industry reports)•Used analytical skills to approve data accuracy and improve product quality•Collaborated with team members to meet deadlines of projects•Able to multitask and prioritize to complete multiple projects at the same time

West Chester, Pa

•Checked with other departments to ensure the quality and timeliness of information •Worked independently on quality checks on financial reports •Helped prepare for quarterly (10-Q's) and yearly (10-K's) reporting •Maintained databases for budgeting reports