William Rodriguez Email and Phone Number

Results-driven financial industry professional and senior operations specialist with experience in asset management, investment management and advisory services. Successfully handled responsibilities in areas including mutual fund operations, cash management, portfolio support and customer service. Highly organized, flexible and detail-oriented individual with exceptional communication, interpersonal, analytical and computer skills. Recognized financial professional who has demonstrated outstanding oral and written support to clients and investment professionals worldwide earning a solid reputation for productivity, complex problem resolution, and professionalism. Excellent multi-tasking skills with proven ability to successfully remain focused within a fast-paced work environment. Self-starter who is able to work independently while also effectively contributing to team success.Specialties: account reconciliation, accruals, asset management, cash management, credit, customer relations, customer satisfaction, customer service, financial, financial statements, investment management, investments, microsoft access, microsoft excel, microsoft office, microsoft outlook, microsoft powerpoint, microsoft word, policy analysis, research, retail, rumba, operations, managed money services, leadership