Manager Account

Jennifer A. Berthiaume

* **** **** #*** ● Boston, MA 02210 ● 617-***-**** ● ********.**********@*****.***

PROFILE: Enthusiastic, highly organized and detail -oriented business professional looking for s uperior corporate meeting and event

planning opportunities to further utilize s trong time management, m ulti -tasking, problem solving and interpersonal s kills.

EDUCATION:

Bentley University, Waltham, MA

Bachelor of Science, Finance, May 2005, Cum Laude

G.P.A. 3.53 / 4.0

Honors : Dean’s List, President’s List, Presidential Scholarship, Financial Management Association International National Honor

Society

COMPUTER SKILLS:

Windows XP, Microsoft Office (Outlook, Excel, Word, PowerPoint, Access), Visio, Lotus Notes, Adobe Acrobat

RELEVANT COURSES:

PowerPoint Level 1 & 2, TrainUp, Boston, MA, July 2010

PROFESSIONAL EXPERIENCE:

U.S. Trust, Bank of America, Boston, MA

Business Support Lead II, Assistant Vice President, 11/09 – present

Wholly s upport the Managing Director and Head of Emerging Wealth Solutions who oversees a Private Wealth

Management d ivision of U.S. Trust comprised of nearly 600 associates

Intricately m anage and control daily calendar, m eetings, and frequen t travel to the 50 other offices across the co untry

Independently e nsure adherence to, commu nication and scheduling of all business routines including weekly Leadership

Team Meetings, m onthly Expanded Leadership Meetings and All Hands Calls - a quarterly upda te on the state of the

division to all Emerging Wealth associates via audio conferencing

Coordinate a bi -annual Northeast Division Leadership Meeting for approximately 40 Regional Executives and Market

Leaders and also a quarterly national Leadership Team Offsite in hotel function space accompanied by catered meals ;

accountable for the entire creation, production and distribution process of all meeting materials

Organize one-on-one m eetings and group business meals with Regional Executives, Market Directors, associates and key

business partners during local office visits

Plan and arrange various volunteer activities for the Northeast Division associates including the Boston Marathon Jimmy

Fund Walk and Community Servings, which prepares and delivers meals to individuals and their families living with critical

and chronic illnesses

Initiated the use of TelePresence, a premier video conferencing service, for monthly Business Reviews conducted with the

Trust and Investment Executives of the Southeast and Central & West Divisions

Responsible for spearheading and coordinating with the business administrative professionals in each division on national

key projects and initiatives

Track all personnel changes within Emerging Wealth for reconciliation to the yearly budget which is used in the staffing and

hiring decision making process for the entire department

Brown Brothers Harriman, Boston, MA

Client Service Supervisor, 09/08 – 11/09

Managed the daily processes of 3 Client Account Managers and 1 Senior Client Account Manager in the Atlantic Fund

Accounting department which serviced Bermuda and Cayman domiciled mutual funds

Acted as a liaison between the 14 offshore clients and the firm’s internal operations depa rtments in order to answer

inquiries, accommodate requests and anticipate clients’ needs

Ensure d the timely and accurate valuation of more than 75 funds as well as the deliverance of nightly NAVs to the clients

and transfer agent

Prepare d agendas and ra n team pulse check m eetings on a m onthly basis, which included the attendance of the Team

Leader and Assistant Vice President

Consistently reviewed processes and procedur es for efficiency and implemented changes in the daily workflow of the

Client Account Managers as a result

Proactively s treamlined the entire month -end reporting process to all advisors of a client comprised of 10 individual funds,

s ubsequently eliminating all manual deliverables

Partnered with the Fund Administration department in validating month -end financial statements and ensure d that all client

s pecific reporting, requests and deadlines were m et

Aided in the start up of a m ajor client to the firm that regularly contribute d additional funding, bringing the total net assets

up to the fifteenth largest book of business in the firm at the time

Conducted regular one -on-one meetings with direct reports in addition to mid -year and annual performance reviews

Investors Bank & Trust / State Street Corporation, Boston, MA

Account Manager / Senior Associate, 07/07 – 09/08

Senior Fund Accountant / Associate II, 06/06 – 07/07

Fund Accountant, 06/05 – 06/06

Assisted in managing a team of five Fund Accountants and overs eeing the daily custodial processing and accounting of

ten Eaton Vance Exchange Funds of the Tax Mana ged Growth Portfolio along with the s ubsidiary funds an d real estate

investment trusts

Thoroughly yet efficiently reviewed and confirmed the dail y NAVs of more than 50 funds to ensure accurate prices were

calculated and reported to both the transfer agency and NASDAQ

Maintain ed and supported the client relationship with Eaton Vance throughout the s ystems conversion process from legacy

Investors Bank & Trust to State Street in ensuring s eamless quality and service for the benefit of all business opportunities

Assisted in the closing process of Eaton Vance Exchange Funds on a monthly basis, each bringing up to $100 m illion

worth of securities into the bank

Mitigate d the bank’s exposure to risk on a daily b asis by closely following and enforcing control proc edures when signing

off on the Fund Accountants’ work

Compiled audit packages to internal and external auditors for examination on a quarterly basis

Train ed and educate d peers and new accountants on fund specific duties, while also aiding with complex transactions and

research ing and answering any inquires

Worked with managers on a rotating duty basis to gather and report all daily NAVs for the entire Eaton Vance division to

NASDAQ and the bank’s transfer agent

Nominee and recipient of two STAR Award s coupled with accompanying financial compensation for recognition and

appreciation of outstanding performa nce

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