Customer Service Manager

Jason Bobber

*** *** ***** ****** **.

Wayne, PA 19087

610-***-**** (h)

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

PROFESSIONAL SUMMARY

. Motivated, detail-oriented investment services professional with over

9 years of financial services industry experience with expertise in

Trading, Operations, RFPs, and Marketing

. Consistently demonstrate the ability to deliver results in a fast-

paced and dynamic environment

. Display proven leadership and teamwork with a track record of

delivering results to the bottom line while also improving the quality

of the client experience

WORK EXPERIENCE

Sage Financial 01/10

- Present

Investment Reporting Associate

. Responsible for the implementation of all mutual fund, equity and

fixed income trading

. Provide quantitative analyses of client portfolios to financial

planners

. Analyze best execution reports to ensure compliance and that clients

obtained the best trade pricing

. Offer advice to financial planners on attaining better trade pricing

. Construct presentations of client investment performance for periodic

review meetings

. Communicate with clients to ensure that all account information is

current

State Street, Inc.

01/09 - 12/09

International Trade Processing Specialist (through Strategic Staffing

Solutions)

. Assisted in the transition from Lazard's Unit Interface (LUI)

transaction management system to State Street's Global Transaction

Management (GTM) system.

. Responsible for the timely and accurate receipt, authentication,

processing and settlement of international and domestic securities and

related cash transactions through custody and accounting platforms

. Collaborate with stakeholders from accounting, client services, and

other internal support teams or external groups to resolve issues with

data quality, processing, and settlements

. Update settlement instructions on the Alert system

. Research and resolve overdrafts

. Identify and resolve problem trades while ensuring that the resolution

is well-documented and communicated to appropriate parties

Turner Investment Partners

04/01 - 12/08

Trading Administrator, Principal (02/03 - 12/08)

. While utilizing analyses found in Reuters BridgeStation, executed up

to 25 trades per day through the following wrap trading systems: APL,

Mates, PM Trade, GIM2, Access, MPower, PORT, Folio Advisor, Morgan

Stanley PPA, Geotrader, Sterling Trader Pro

. Stepped trades out to broker/dealers as needed

. Additional daily tasks included: reconciliations, model maintenance,

new account initiation/closings, tax harvesting, and account

rebalancing

. Responsible for trade settlements for all DVP accounts

. Mentored new colleagues within the group

. Developed APL macros to streamline daily reports and quarterly

questionnaires

. Provided customer service for financial advisors and their assistants

. Managed the proxy voting process

Client Service Associate / Trading Assistant, Principal (10/02 - 02/03)

. Completed daily reconciliations, model maintenance, new account

initiation, monthly APL reports and quarterly questionnaires

. Ensured timely trade settlements for all DVP accounts

. Managed the proxy voting process

New Business Proposals Associate (11/01 - 10/02)

. Constructed quantitative and qualitative data for requests for

proposals utilizing Factset, Portia Reporting, RFP Express, StatPro

and through general knowledge of the organizational structure and

procedures

. Maintained historical assets spreadsheets and characteristics

. Served as compliance liaison for document reviews

Inventory Liaison (04/01 - 11/01)

. Selected suppliers and established business contacts in order to

negotiate price

. Supported the marketing group by completing literature searches and

backup administrative support

. Assisted with recruiting new employees and interns at local career

fairs

Lyon, Conklin, and Company

06/99 - 10/00

Inventory / Receiving Coordinator

. Coached and assisted a crew of approximately ten employees to perform

new standards of quality, quantity, and conduct, resulting in a high

level of customer satisfaction as well as team spirit

. Improved logistical layout which resulted in significant savings of

product and increased profitability

. Responsibilities included: cycle counting, file maintenance, inbound

scheduling, and liaison to sales department

RGIS Inventory Specialists

05/98 - 02/99

Area Manager-Lancaster, PA District

. Managed five team leaders and over fifty auditors

. Accountable for providing efficient and accurate physical inventories

for businesses, establishing contacts with various enterprises and

ensuring customer satisfaction

. Provided guidance to employees in order to create a positive

atmosphere and work experience

. Responsible for the proper training and edification of all employees

to ensure accuracy of their work

BUSINESS QUALIFICATIONS

. FINRA Series 63 and 7 licenses (recently expired)

. Attended Checkfree APL Expert System Advanced and Intermediate User

training in: Functionality, Account Master Database, General Ledger,

Account Reconciliation, Security Master Database, Security

Transactions, General Reporting, Macro System Utilities, and General

Reporting

. Various work experiences have provided formal training in the use of

ledgers and management techniques

EDUCATION

. BS, Business Administration/Management Minor, York College of

Pennsylvania, York, PA

ACHIEVEMENTS / ACTIVITIES

. Developed macros to streamline accounting and reporting functions

Turner Investment Partners

. Raised over $165,000 for the United Way as chairperson of the 2008

Pacesetters Drive at Turner Investment Partners

. Managed the 2008 United Way Days of Caring charity event at Turner

Investment Partners

. Volunteered for Habitat for Humanity and Philabundance

. Organized and managed Turner Investment Partners athletic activities

including softball, basketball and football

. Marathon runner and member of Valley Forge Fast Tracks Running Club

COMPUTER SKILLS

. Skilled in the following software through work and various classes:

ACT!, APL, Axys, C, C++, Unix, Charles River, Lotus Notes, Microsoft

Excel, Access, Morningstar Office, Morningstar Principia, Factset,

Java Scripting, Portia, MS PowerPoint, RFP Express, SalesLogix, SWIFT,

StatPro, MS Word

. Classes in Methodologies and analysis also helped to strengthen

conceptual skills

REFERENCES

. Available upon request

Contact this candidate