Manager Management

SUMMARY

Client-focused professional who knows how to juggle job tasks and

challenges. Nine years of banking experience, in a fast-paced customer-

care environment, serving as a single point of contact for investment

managers investing worldwide. Reputed for willingness to shoulder extra

workloads and helping other co-workers. Demonstrates excellence in client

service, building long-term business relationships. Possesses superior

communication and interpersonal skills, analytical and problem-solving

skills and the necessary drive to enhance organizational reputation through

service excellence.

EXPERIENCE

Interim Healthcare/HC Watson Corporation, Rockland, MA October

2010 - Nov 2010

Office Coordinator/Contract

. Served as a single point of contact among staffing specialists,

employees and clients.

. Served as a back-up to a staffing specialist and was involved in day-

to-day collaboration, the recruitment and placement of field

associates, such as nurses, physical therapists and HHAs.

. Facilitated application and testing of new applicants for employment

consideration.

. Responsible for employee tracking and medical record filing.

. Processed payroll for field employees.

. Performed collection functions of uncollected monies from clients.

. Scheduled DNA appointments with core nurses as requested by the

clients.

. Ordered and maintained office supplies.

Quincy College, Quincy, MA Jan 2009 - now

Bunker Hill Community College, Boston, MA

. Takes classes in preparation to enter nursing program

Microsoft Elevate America April 2010 - May

2010

. Took on-line training courses including Microsoft Office Suite 2007

through Microsoft Elevate America program

John Hancock/Manulife Financial, Boston, MA Sept 2008 - Dec

2008

Fund Management Analyst/Contract

Treasury Oversight, Fund Management Department

. Maintained communication with custodian bank and external investment

sub-advisors to verify pricing of funds and if corporate actions are

processed correctly

. Ensured that sub-advisors are completing monthly reconciliations of

market values, cash balances and share positions to custody, and any

differences fall within tolerances

. Reviewed and contributed key information for the annual and semi

annual shareholder reports

. Prepared quarterly, annual and semi annual NSAR filing for submission

to the SEC

. Completed surveys from financial analysis institutions using fund

information provided by the custodian

. Arranged quarterly board reporting materials for distribution to the

Trustees

Federal Home Loan Bank of Boston, Boston, MA Jan 2008 - Sept

2008

Transaction Management Analyst/Contract

Enterprise Risk Management, Transaction Management

. Established derivative trade files and tracked receipt of derivative

trade confirmation from counterparties

. Confirmed swap terms and the conditions of the ISDA agreement when

requested by the counterparty

. Monitored all repo trades and ensured that the bank is properly

collateralized at all times and that collateral conforms to master

agreement terms

. Maintained existing customer records

. Processed and monitored called swaps and mortgage-backed securities

when notified by the Treasury Department

. Resolved trade discrepancies with counterparty broker dealers

State Street Corporation, Boston, MA 1999 - 2007

Investment Manager Representative May 2006 - July 2007

IIS, World Wide Wealth Management Consulting Services

. Served as a single point of contact on settlement for investment

managers including Boston Company, Fisher Investment, Schneider

Capital, AIG

. Ensured proper client coverage during department personnel absences.

Trained new co-workers, and was cross-trained on all 75 investment

managers. Personally covered clients including Mellon, Oppenheimer,

Philadelphia International Advisors

. Mediated among 18 investment managers and other groups including trade

processing, fund group, sub-custodian

. Resolved high volumes of inquiries coming from the investment managers

and other departments

. Prepared daily cash forecasts for certain investment managers and

monitored their overdrafts

Client Service Representative July 2004 - May 2006

Institutional Investment Services, Advisor Representatives

. Served as a primary point of contact on all trade-related issues for

State of Florida, State of Maryland, Honeywell, and Cypress

Semiconductor clients

. Processed all trade-related entries, accounting and custody, and

various investments, including fixed income, equities, swaps,

futures, wires

. Investigated and resolved problems with client, fund group, sub-

custodian, and broker

. Ensured proper client coverage during department staff absences

. Prepared daily cash forecasts for clients

. Prepared cash sweep balances, and swept all funds accordingly,

ensuring sweep captured all trade activity for the day

Management Accountant II Sept 2002 - July 2004

Global Services, DTC Operations

. Settled large dollar buys and sells

. Notified fund manager/ trades processing group of any buys with no

instructions; money or share discrepancies; cusip, fund, or broker

differences

. Ensured all exceptions were resolved before depository deadlines

. Assisted buy coordinator with DTC research

. Participated in management-driven operational change projects

. Worked to improve business processes to resolve failed buys. Notified

management of any trades being dk'd for multiple days without a

resolution or for trades, which were not validated by the contact for

the fund group; especially where the sides exist in multiple time zones

Securities Administrator/Transfer Administrator

July 1999 - Sept 2002

Investor Services, Physical Trade Processing Department

. Responsible for delivering large dollar securities to brokers or

clients and settling the trades on a daily basis

. Improved customer satisfaction by tracking down all trade

discrepancies and resolving failed trades

. Worked with management to identify options to streamline service model

and improve systems to reduce failed sells/maturities

. Contacted transfer agent on items sent out to be split or

reregistration to update their status

. Contacted fund manager if transfer agent required exhibits from

clients, or legal opinions for transfer restricted certificates

EDUCATION

Northeastern University, Boston, MA

BS in Business Administration with concentration in International

Business and Marketing

Honors: The National Dean's List, Who's Who among Students in American

Universities and

Colleges, PTK Int. Honor Society's scholar and member, Bank of Boston's

Scholarship recipient

for female students majoring in business, McNair scholar at Brandeis

University

COMPUTER SKILLS/LANGUAGES

Microsoft Windows, Office, and Outlook; Lotus Notes, WWW & Bloomberg, PAS,

Summit, NSAR and SAM

Fluent in English, Polish and Russian

Contact this candidate