● Maintaining client relationships by providing outstanding service and effectively communicating with the client, sub-advisors, and vendors; finding the best resolutions for client issues and directing questions to the proper departments ● Reviewing client monthly liquidity reconciliations for compliance of securities that are flagged as 144a/4(2) or illiquid to be sent to sub-advisors and client’s compliance team; cross-referencing new securities with liquidity sheets to ensure they are accurately reflected on sub-advisor liquidity reconciliation ● Problem-solving issues with monthly Staged Portfolios (Portfolio of Investments) through FundSuite Sx using Bloomberg as a researching tool to properly document securities under their proper categorizations; issues related to new securities or importing data of underlying bond securities ● Reviewing Wholesalers Reports and Quarterly Fund Facts for accurate breakdowns of quality ratings of bond funds, portfolio compositions, top holdings, top industries, and top sectors; using provided compliance csv reports and manipulating them to support our information ● Managing a direct report and effectively training them on the daily, monthly, and quarterly tasks and deliverables; ensuring they meet deadlines highlighted on our deliverables' schedule and ensuring all deliverables are sent to the appropriate recipients by our contractual deadlines● Analyzing monthly, quarterly, spillback, and excise distributions for our client’s funds; verifying accurate class specific expenses were used to account for the total amounts to distribute per class on ex – Date; examining discrepancies and fluctuations in income and expenses

● Process vendor invoices into Expense Manager according to client payment methodology accurately and in a timely fashion; create monthly budgets and quarterly budgets to implement new daily expense/payable accruals based on prior paid invoices to reflect new budget amounts● Analyze expense ratio proformas while ensuring that the mutual fund total expense accruals are allocated across classes based on average net assets; making accurate accounting entries to reflect the approved expense basis points including entries for waiver/ reimbursement accounts● Prepare monthly/daily performance reports from Administration Product Suite (APS) for the client, sub-advisors and colleagues; analyze the total returns for variances while ensuring distributions were reflected accurately in the monthly, quarterly, and annual returns● Calculate monthly management, admin, and waiver calculations per trusts every month● Calculate SEC 24F-2 fees based on prior fiscal year capital stock shares sales/redemptions by trusts● Conducted quarterly, spillback, and excise distributions for funds, while ensuring total amounts per share and class are calculated correctly on Ex - Date and are paid out on Payable date; improved on delivery times of quarterly distributions to the client ● Generate quarterly deliverables such as Expense Analysis, Cash Flow statements, and Total Net Assets reports for the Board of Director’s quarterly meetings● Spearheaded the reviewing process for ICI Money Markey Surveys, ICI Monthly Surveys, and ICI Quarterly Surveys by creating detailed procedures to ensure exact results for all surveys; implementing the transition of off-shoring the ICI Quarterly Surveys for September 30th, 2013 from the Client Operations group● Apply changes for total returns, high and low quarter returns, and expense ratios to Prospectuses; creating appendixes for the Statement of Additional Information

● Efficiently and accurately pricing out ETFs using Navigator; ensuring all valued fixed income and equity securities follow the client’s signed pricing matrix● Analyzing complex corporate actions that will affect funds; ensuring the proper shares are settled and the proper prices are used to value the securities● Consistently meeting daily contractual obligations for clients; preparing contingent files when issues arrive close to deadline● Preparing daily research for equity funds to ensure projected incomes are accurate

* Effectively and efficiently maximizing the candidate's day in reaching out to voters and supporters; researching community events, ward committee meetings, media outlets, and public events* Coordinating door-to-door canvassing for the Candidate to reach targeted voters using VoteBuilder

* Co-manage a team of volunteers; instructing them on the processes taken to run a successful campaign by canvassing, phone-banking, etc.* Coordinating door-to-door canvassing and visibility strategies for the Candidate and supporters in reaching targeted voters* Effectively and efficiently maximizing the candidate's day in reaching out to voters and supporters; researching community events, ward committee meetings, media outlets and public events

- Advised affluent clients on effective cash management, efficient financing, and solutions on home ownership, retirement planning, and unexpected challenges- Deepened relationships with clients by providing personal comprehensive financial solutions and creating a more enjoyable client experience with Bank of America and Banc of America Investments- Educated clients on different deposit, credit, and investment products; leveraged these products to help clients meet their short and long term goals, as well as to meet my sales goals - Acquired over $3 million of assets for Bank of America in deposit, investment, and credit in a 5 month period

* Tutored students on the concepts of statistics such as permutations, binomial distributions, and two-sided t-tests* Proctored and graded exams with other teaching assistants and instructors, ensured efficiency and accuracy on exams

* Created monthly and quarterly reviews of clients' wealth asset growth in order to increase positive client-to- financial advisor relationships, * Prepared and presented graphs and summaries to detail clients' portfolio performance* Researched and cold-called potential clients for financial advisors