Management Human Resources
Resume:
CONSTANCE V. KONYVES
**** ********* ******, ***. ***, Riverside, RI 02915
********@*****.***
PROFESSIONAL EXPERIENCE
Pilot Advisors, New York, NY (BUSINESS CLOSED) November 2010 to
March 2012
Assistant Director of Operation - Head of Reconciliation
. Organized and improved the reconciliation processes
. Trained staff in the fundamentals of Advent APX accounting system
. Tracked insider trading for family accounts to be compliant with SEC
regulations
. Performed office Management Responsibilities
United Continental Corporation, New York, NY 2009 to 2010
Accounting Administrator
. Introduced and trained staff on Advent's REX processing for online
reconciliation of accounts for various custodians
. Issued checks, processed wire transfers, audited pre-signed vault
checks for 200 family accounts
. Prepared, set up and funded new accounts
. Monitored documentation for trusts and individual accounts
Northern Trust Value Investors, West Palm Beach, FL 2002 to 2008
Investment Operations Specialist
. Coded Advent's Dataport translation of custodial files, critical to
daily processes
. Downloaded & translated custodial information daily, using Advent's
Dataport software to balance over 10,000 accounts
. Processed DTC settlements and reconciliation, backed up Corporate
Action functions as needed
. Interacted with clients, traders, & custodians, in an effort to
resolve discrepancies & avoid trade errors
. Assisted with internal and external audits, researched discrepancies
. Processed new and terminated accounts, incoming and outgoing transfer
of assets
. Developed current procedures, assisted staff in problem resolution
with discrepancies
. Trained new and experienced staff members, monitored workflow
Edgewood Management Company, New York, NY 1999 to 2002
Portfolio Administrator
Administered and maintained all aspects of 120 families of accounts valued
at 600 million dollars
. Interacted with accountants, lawyers and banks in the maintenance and
compliance of 80 trust accounts
. Prepared all correspondence, verbal and written, monthly, quarterly
client reports
. Prepared reports for client meetings and yearly excel cash flow charts
. Processed check requests, wire transfers, foreign and domestic
. Distributed yearly gifts, charitable and other, of cash and securities
on behalf of clients, processed mandatory fund distributions
. Prepared, set up and funded new accounts, monitored documentation,
trading activity and settlements
. Monitored investment management, accountant and lawyer fees, US
Treasury, State checks and income distributions
OFFITBANK, New York, NY 1993 to 1999
Fiduciary Services Representative
. Prepared, reviewed and funded new account documentation in compliance
with industry standards and regulations
. Maintained new business report for the CEO and CFO of the bank
. Backed up the administration of daily shareholder service function for
eight OFFITBANK mutual funds
. Participated in the development of a new custody department
ACCOMPLISHMENTS
. Reviewed, coded and processed documentation for imaging with the
conversion of Wachovia Bank and Wells Fargo Bank merger
. Enhanced time efficiency by refining the automated reconciliation
process and the risk associated with error
. Reduced consultant man-hours by developing specialized correspondence,
forms and eliminated duplications
. Outlined reporting requirements of a conversion to new computer
system, which interfaced with DTC
. Established, designed and implemented trading department, decreased
DK problems by 95%
. Reorganized filing & storage of documents enabling accurate record
keeping & imaging, eliminated duplications
EDUCATION: Queens College - Bachelor of Arts
PROFESSIONAL CERTIFICATIONS:
New York Stock Exchange Series #7 - Registered Representative - Expired
New York Institute of Finance (Various Securities Industry Certificates)
Advent Back Office Certification
Proficient in Microsoft Word, Excel, Effron, Advents' Axys, ABOS, Dataport,
APL, Shaw Data, Interactive Data/Bloomberg
Performance Document Northern Trust for Constance V. Konyves 2002
Human Resources in Chicago 312-***-****
Document ID: 10260
Employee ID: 46496
Job Title: Investment Ops Specialist, Team Leader
Dataport/Feed Management
Managed the feeds and worked to improve the data quality
Investigated feed issues reported by other team members
Initiated new feeds as needed
Maintained a log of feed issues, feed quality and pending items
Account Reconciliation Process
Oversaw the daily reconciliation process for the department
Met daily and month end time deadlines
Equitably distributed reconciliations to the team
Investigated and resolved posting errors and reconciliation breaks
Cross-trained team on various reconciliation processes, including
Dataport and REX
Implemented process improvements
Monitor completion of month-end statement reconciliation process
Met month-end time deadlines
Oversaw auditing of PFS Statements
Organized statement filing and storage
Relationship Building, Work Ethics and Skills
Related to people in open, friendly accepting manner initiated and
developed relationship with others.
Treated others with respect created an environment in which people from
diverse backgrounds are comfortable and are valued
Addressed disagreements directly and looked for solutions that benefited
everyone.
Understood others point of view; used formal & informal networks to get
things done
Spoke and wrote clearly; expressed self well in groups and in one-on-one
conversations. Shared useful information with others; encouraged sharing
of ideas & opinions.
Handled day-to-day work challenges confidently
Acted with integrity; demonstrated sound business ethics
Learned from experience, actively pursued learning and self-development.
Showed a sense of urgency; drove to closure; persisted despite obstacles.
Strove to achieve results; pursued challenging goals and worked hard to
achieve them.
Made sound decisions under conditions of uncertainty; considered short-
and long-term impacts of decisions.
Included peers in problem solving efforts when appropriate.
Analyzed and solved problems; gathered information in a logical and
orderly manner;
Possessed up-to-date functional or technical knowledge related to her
job.
Knew the business; showed understanding of issues relevant to Northern
Trust and the financial services industry; kept that knowledge up-to-
date.
Developed effective working relationships with internal and external
clients.
Focused on client needs; anticipated and identified client needs and took
action to meet them; continually searched for ways to increase client
satisfaction.
Coordinated work efforts with other groups; provided support and up-to-
date information
Executed tasks and projects; set clear goals and expectations when
involving others in projects.
Established and developed plans that are thorough, realistic and
effective in meeting goals.
Allocated time and effort to get things done; handled multiple demands
and competing priorities; eliminates inefficiencies.
Provided appropriate direction and clarified roles & responsibilities
with peers.
Put forth own ideas for getting things done and persuaded others to take
action as needed.
Shared knowledge and experience with others; supported the development of
others by giving specific and timely feedback.
Constance has done an outstanding job of managing our feeds. She has
developed spreadsheets that is highly detailed and enables us to track
reoccurring issues that she reports to Advent and Management. The
spreadsheet ensures all new accounts and prospects are actively managed
in the set up process.
She drives hard to locate feed problems, fixes them, contacts Advent or
trains other team members so errors are not repeated. She has extensive
knowledge of her job and has added significant value in our push to
provide a scalable process for our WAS and MAG initiatives. Constance is
always willing to help and will go the extra mile to assist and train
anyone who asks. Constance successfully backs up the reconciliation and
Dataport process. Often she uses that time to continue to share her
knowledge with other team members and further their training. Constance
is proactive in ensuring accounts are added to the feed at the earliest
possible moment.
RECOMMENDATIONS AND CONTACTS AT PREVIOUS EMPLOYERS:
Alan Breed, President
Edgewood Management Company
350 Park Avenue, 18th Floor
New York, NY 10022
******@********.***
Hugh O'Donnell, V.P., Operations Manager
United Continental Corporation
750 Third Avenue, Suite 3300
New York, NY 10017
***@************.***
646- 837-9630
Wanda L. Ortiz
Client Service Specialist
(Former colleague and supervisor at Offitbank)
**********@*****.***
Melissa Keller, Vice President
FINRA
(Former colleague and supervisor at Offitbank)
200 Liberty St 9th Floor
New York, NY 10281
*******.******@*****.***
Leona A. O'Connor, President
(Former colleague at Northern Trust & Pilot Advisors)
Fiscal Effects, LLC
801 Johnson Ave. #1367
Stuart, FL 34995-1367
Cindy LaFay, Assistant Vice President
(Former colleague and supervisor at Northern Trust)
Wealth Data Administrator at Sabadell Bank & Trust
Wealth Management Division of Sabadell United Bank, N.A.
180 Royal Palm Way, Palm Beach, Florida 33480
Phone 561-***-**** Fax 561-***-**** I
*****.*****@************.***
Contact this candidate