Nancy E. Mancilla
The Colony, Texas 75056
abmq7q@r.postjobfree.com
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OBJECTIVE
To obtain a position at a financial services firm, utilizing my experience
and education.
EDUCATION
Southern Methodist University
Dallas, Texas
Bachelor of Science in Economics with Finance Applications
GPA 3.3/4.0
Series 7 license - FINRA General Securities Advent/Axys -
Advanced
Series 66 license - Uniform Combined State Law Microsoft Office Suite
- Advanced
Studying for Series 55 exam - Equity Trader Fluent in
Spanish
PROFESSIONAL EXPERIENCE
Southwest Securities, Inc.
March 2007 - Present
Portfolio Administrator
Dallas, Texas
. Perform portfolio accounting and administration on the Advent Axys
portfolio management software system
. Set-up new accounts and initial investment positions (including cost
basis)
. Run daily downloads and post account data from back-office system into
Axys
. Provide daily reconciliation of accounts versus the back-office system
. Administer the download/interface between back-office system and
Advent
. Prepare monthly performance measurements on accounts
Southwest Securities, Inc. August 2006
- March 2007
Administrative Specialist
Dallas, Texas
. Assist Administrative Services division on multiple special projects,
which will require compiling data and analysis
. Document and track confidential information
. Engage in internal and external customer communications
. Contact brokers for required documents and account information
Visas International March 1995
- November 2001
Office Manager Dallas,
Texas
. Expedited the process of obtaining passports and travel visas for
corporate and private clients
. Researched visa requirements and restrictions for multiple countries
. Managed daily operations, which included: providing customer service,
monitoring application status, legalizing documents, and scheduling
meetings
. Supervised three department employees and translated documents
References available upon request.