Customer Service Project

AVAIS SETHI

** ******** *****, **** ***, North York, ON M2K 3E3 416-***-**** *****.*****@*****.***

PROFESSIONAL PROFILE AND ACHIEVEMENTS

Rewarded a Quality Service Award in May 2011 for developing effective automated financial auditing

applications using Visual Basic, Microsoft Access, and Excel

Successfully over 25 time-sensitive projects in 2011; gained strong experience in Project Management

Expertise in Client Services in the financial and retail sectors; serviced large organizations and individuals

Achieved Representative of the Quarter for 4th quarter 2008 for exceptional customer service

Obtained Series 6 License in October 2007 to sell mutual funds and fixed investment products; preparation

required balancing work and rigorous studying for a 3 month period

Proficient with JavaScript, HTML, CSS, C#, ASP.NET, PHP, AJAX, SQL Server, MySQL, VBA, and

Microsoft Access and Excel

EDUCATION

HAGAN SCHOOL OF BUSINESS, IONA COLLEGE New Rochelle, NY

Master of Business Administration in Marketing April 2009 August 2010

Certificate in Electronic Commerce

Recipient of the Rice Scholarship Award

LUBIN SCHOOL OF BUSINESS, PACE UNIVERSITY Pleasantville, NY

Honors Bachelor of Science in Management September 2005 May 2007

Recipient of The Joseph I. Lubin Certificate of Achievement

WESTCHESTER COMMUNITY COLLEGE Valhalla, NY

Associate of Science in Business Administration September 2003 May 2005

Recipient of the Stop & Shop Companies Scholarship

PROFESSIONAL EXPERIENCE

DIVERSIFIED RETIREMENT CORPORATION Harrison, NY

Operational Efficiency Consultant January 2011 present

Converted existing management-reporting database from Microsoft Access to SQL Server using an

ASP.NET/C# front-end application

Created proprietary project-management software in C# to be used as a workspace for all team members; the

software delegated responsibilities based on the user s title and allowed for transparency throughout projects

Developed several Access, Excel, and VBA based tools to allow for a vast approach to financial

reconciliation, thus mitigating the risk of human error

Led process improvement initiative to automate redundant and inefficient project tasks using technological

and programming skills, allowing team to allocate more time to critical items

Attended management meetings to share insight on potential software improvements

Transition Consultant May 2009 December 2010

Integrated over $1 billion in assets to Diversified s record keeping platform by following strict timelines to

ensure assets were received in a timely manner, limiting any exposure due to stock market volatility

Revamped the existing project timeline to make project tasks more efficient and less time-consuming by

streamlining interdepartmental communication and workflow

Guided over 40 new clients with the administrative procedures of retirement plans by leading client meetings

Using knowledge of HTML and PHP, created a user-friendly team intranet site to organize important

documents and procedures

Registered Representative July 2007 April 2009

Communicated with 40 retirement plan participants on a daily basis; assisted them in creating appropriate

investment strategies through education

Counseled customers on U.S. investment regulations and retirement plan provisions

Developed strong management skills by training new representatives through daily mentoring

ADDITIONAL SKILLS AND EXPERIENCE

Currently in development of an AJAX library for PHP

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