Management Service

Denise Reid

*** **** ** ******, ********, NY ****6 Home: 718-***-**** Cell: (347)

***-**** *****:

*******@***.***

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Education: Long Island University, Brooklyn, New York

M.B.A in Finance, Graduated January 2013

Brooklyn College, Brooklyn, New York

B.S. in Accounting, Graduated May 2009

Work Experience:

Merrill Lynch, Global Wealth Management, Bayside, NY

8/2005-1/2013

Cash Management Support/Client Associate

. Process over 20 Stock Certificates and Bonds daily.

. Process over 75 deposits for all Merrill Lynch accounts type.

. Print over 30 disbursements checks for client's pickup and mailings.

. Provide client service support by responding to inquiries, and

discrepancies.

. Assist Financial Advisors by processing new accounts, maintaining

existing accounts, transferring securities, creating and maintaining

client files, obtaining required documentation, and answering

administrative and operational inquiries.

. Respond to client inquiries regarding securities quotes, account

balances, account activity, account documentation, statement

information, securities transfers, and general product and service

information.

City of New York, Brooklyn, NY (Temporary Position)

01/2005-08/2005

Eligibility Specialist 11

. Enrolled and processed clients for Medicaid and Family Health Plus

program.

. Verified information concerning clients cases, either by phone,

recording responses manually with client or by direct contact.

. Determined and verified initial eligibility for Medicaid and Family

Health Plus applications.

. Input data into computer via the Welfare Management Systems.

. Performed duties such as interviewing clients, filled out forms and

using the guidelines and techniques in order to initiate continued

services where appropriate.

Merrill Lynch, New York, NY

07/1997-10/2003

Cash Management Support Services

. Administered printing and verification of over 200 checks on a daily

basis.

. Processed over 400 deposits to Cash Management Accounts and Retirement

Accounts.

. Researched discrepancies for incorrect accounts and updated records

accordingly.

. Administered client's correspondence and confidential information and

maintained accuracy in their accounts and updated their files.

Skills: Proficient in Windows 2010, Microsoft Word and Excel, Access,

PowerPoint, Peachtree and

QuickBooks, Tax-wise software

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