High School Management

Lindsey Brosey

* ******** *****, ********, ** ***87 - 717-***-**** (H) - 610-***-**** (C) - *******.******@*******.***

Career Focus

Accomplished Branch Office Administrator with broad-based background in highly competitive and dynamic organizations. Recognized as a decisive leader and excellent team player.

Summary of Skills

Risk management assessor

Accomplishments

Received “New Asset” Award for asset gathering in Trimester 1 of 2013.

Professional Experience

Edward Jones Branch Office Administrator Myerstown, PA Prepared internal quarterly and annual portfolio monitoring reports.

Communicated regularly with management regarding portfolio performance and new loan transaction quality.

Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.

Created charts and graphs to illustrate daily, monthly and annual financial reports.

Investigated red flags for fraud, embezzlement, money laundering, tax evasion, false accounting statements, organized crime, terrorist financing and insider trading.

Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.

Maintained confidentiality of bank records and client information.

Successfully established effective systems for record retention by creating database for daily correspondence tracking.

Maintained detailed administrative and procedural processes to improve accuracy and efficiency.

Janney Montgomery Scott Private Client Assistant Wyomissing, PA Prepared internal quarterly and annual portfolio monitoring reports.

Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.

Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.

Created charts and graphs to illustrate daily, monthly and annual financial reports.

Monitored risk accounts on a weekly, monthly, quarterly and annual basis.

October 2012 to Current

August 2004 to December 2010

Goal-oriented

People-oriented

Excellent time management skills

Analytical

Corporate finance

Expert in MS Office Suite

Financial modeling

Financial analysis

Inspiring team leader

Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.

Processed bank reconciliations and financial reports to verify practice of proper due diligence.

Handled cash and deposits using the proper accounting procedures and documentation.

Processed journal entries, online transfers and payments.

Researched and resolved collections and billing disputes with tact and efficiency.

Received, recorded, and banked checks, and vouchers as well as reconciled records of bank transactions.

Guided firm reconciliation, payroll, annual bonus, pension funds, annual reporting, and management of investments.

Education

Tulpehocken High School High School Diploma: Finance, Accounting Bernville, PA, US

Professional Affiliations

Lebanon County Chamber of Commerce

2003

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