Real Estate Management

EXPERIENCE

Morgan Stanley Investment Management Jersey City,

NJ

Sr. Accounts Representative for Institutional & Retail Funds

July 2012-Present

. Process multi-million dollar transactions for institutional fund

clients.

. Enter daily as of trades before morning cut-off time for institutional

and liquidity clients.

. Update accounts for clients via facsimile and telephone requests.

. Analyze and review monthly statements and tax forms to ensure client

reporting is accurate.

. Coordinate with sales team for transactions exceeding thresholds.

. Utilize resources, i.e.; product encyclopedia, and remain current on

procedures, policies, and market activities to ensure client

satisfaction.

. Manage incoming calls primarily from shareholders and financial

advisors using multiple systems while ensuring quality standards are

met.

. Knowledgeable of NSCC dealer policies and procedures.

. Process incoming and outgoing paperwork; support client service

representatives and operational personnel; checking inbound client

documents for accuracy.

. Provide client service for Morgan Stanley Alternative Investment

Partners (AIP) funds; commonly referred to as hedge funds, private

equity, real estate, and diversified alternatives.

Clark Dodge Asset Management White Plains, NY

Economic and Investment Research Intern January 2012

- May 2012

. Researched and identified Gross Domestic Product (GDP) growth rates

for developed and emerging countries.

. Analyzed prospective and current client portfolios using Morningstar

for stock and fund evaluation.

. Gathered investment results and tax implications for various states'

529 College Savings Plans.

. Compiled data on various funds to utilize as research for econometrics

final course project.

. Compared performances of Mutual Funds and ETFs to their peer groups

and industry benchmarks.

Montefiore Medical Center Bronx, NY

Financial Assistant Summer 2011

. Communicated with patients to determine eligibility for health

insurance through Medical Center, completed billing transactions and

confirmed appointments.

. Advised patients of financial aid process, such as fee-scaling of

hospital bills.

. Registered patient information including demographics and interview

notes in Emdeon system.

. Mailed financial aid appointment letters to patients.

Manhattanville College Purchase, NY

Student Financial Services Intern September

2008-September 2010

. Created PowerPoint presentations on financial aid process to present

to incoming students.

. Answered students' administrative questions concerning financial

accounts.

. Accountable for confidential on-line student profiles.

. Performed general office duties including data entry, filing,

answering and directing phone calls.

EDUCATION

Manhattanville College Purchase, NY

Bachelor of Science, May 2012

Major: Business Management, GPA: 3.4 Concentration: Finance

Minor: Communication Studies

Merits: Awarded Kips Bay Boys & Girls Club Scholarship for Academic

Excellence & Manhattanville Advancement Program College Scholarship, 2008-

2012

SKILLS

Computer programs: Microsoft Word, Power Point, Excel, Kronos, Morningstar,

DST Mainframe, EnCorr, TA2000 Desktop, InfoDisk, Litlink

Languages: Bilingual English/Spanish

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