William Good Email & Phone Number

Scituate, Ma, Us

Quincy Ma.

Oversee the planning and execution of multiple projects for various clients. Ensure the use of consistent methodology across projects. Conduct initial review and analysis of project requests, recruiting and designating key resources and delegating project assignments. Prepare estimates and status reports for management, and project sponsors.

Quincy Ma

Oversaw the execution for various types projects for external customers as well as internal corporate initiatives. Promoted a team approach to customer service by partnering with various internal and external organizations to provide effective and balanced solutions and ensure the smooth migration of projects into standard processes. Was responsible to ensure team members completed assigned tasks on time and within budget.

Quincy Ma

Served as primary point of contact for one of the company’s largest clients. Acted as liaison between the client and various functional areas within Boston Financial. Responsible for managing client expectations and ensuring those expectations are met in a timely and mutually satisfactory manner.

Quincy Ma

Oversaw the planning and execution for multiple projects for external customers as well as in house corporate initiatives from concept to implementation. Was responsible for ensuring on-time delivery within budget and in compliance with customer and quality specifications.Was responsible for recruiting team members, creating estimates, managing budgets, ensuring delivery of requirements, maintaining project plans and creating and distributing reports for team members and key stakeholders.

Quincy Ma

Was responsible for managing customer projects for five clients.Had complete responsibility to define the goals and scope of a project and identify the available resources needed to form a project team. Used project management methodology and related software programs to document, plan, track, and communicate the status of all ongoing projects. Communicate with senior management regarding the project process and status of activities.

Responsible for a staff of seven associates who were responsible for reporting, reconciling, and turning over all unclaimed funds for over 200 mutual fund clients to fifty states.Worked directly with outside vendors to ensure the organization was up to date with all pertinent law changes for fifty states.Coordinated presentations for external clients regarding the software system and technologies used to monitor and process the state reports.

Managed a department of 15 associates responsible for generating 5,000 letters per month.Worked with Operations Managers to address problems, initiate new procedures and ensure proper workflow throughout the operations areas.Responded to, and maintained records of, subpoenas, formal complaints filed with SEC or Attorney General’s office and informal complaints directed to the company President. Assisted associates with career path development by helping them identify and achieve attainable goals. Established and maintained a training policy aimed at training associates at all stages of career development.

Supervised a staff of 8 associates drafting letters geared to the Broker/Dealer and Retail market areas.Responsible for monitoring workflow, distribution of daily work assignments and assisting manager with implementation and documentation of new procedures and policies.Quality checked all outgoing correspondence to ensure accuracy, professionally written, and processed within SEC and corporate standards for response time.

Responded in writing to correspondence from clients in Retail, Broker/Dealer and Institutional markets, regarding transfer agency regulations, and addressed inquiries regarding mutual fund accounts.