High School Six Sigma

Alex Christie

Email: ********@************.***

Address:

City: East Elmhurst

State: NY

Zip: 11369

Country: USA

Phone: 347-***-****

Skill Level: Any

Salary Range:

Primary Skills/Experience:

Licensed Financial Professional with project management, trading and relationship building experience .

Educational Background:

High School Dipolma from St John's University, Jamaica NY 1/2001 to 9/1997 (Finance)

High School Dipolma from John Cabot University, Jamaica NY 1/2001 to 12/2012

Job History / Details:

Summary

Licensed Financial Professional with project management, trading and relationship building experience .

Highlights

Series 6,7 & 63 licensed

Six Sigma Green Belt

Pershing NetX360

Proficient at Microsoft Excel, Visio, & Word

Accomplishments

Increased revenue by $500,000 by implementing a platform fee for clients with assets under $250,000.

Decreased email and call volume by 30 percentage by implementing a self service tool into a proprietary system.

Increased efficiency by Decreasing ACH operational rework by 50 percentage by creating a new ACH form.

Experience

October 2008 to November 2012

Bank of NY Mellon Jersey CIty, NJ

Service Quality & Process Improvement

Created Client Productivity reports highlighting efficiencies, inefficiencies, trending, and improvement opportunities.

Managed efficiency projects which created the ability to track requests, develop reporting, prioritize requests, and reduce rework.

Developed and managed a reports targeting a specific clients in order to charge a platform fee based on operational metrics.

Created operation forms based on client feedback. IE: Check Request, Journal Request, ACH FAQ, and ACH Authorization.

Used statistical data in order to target training opportunities for internal and external clients.

Monitored project activities, and reported to stakeholders based on resource availability.

Trained interns on various task. IE: Using excel, pulling and reviewing reports, and data entry.

Made project recommendations based on six sigma analysis to implement efficiencies

September 2007 to October 2008

Bank of NY Mellon Jersey City, NJ

Client Services Liaison

Serviced high net worth clients.

Researched and resolved complex issues.

Reconciled trading discrepancies

Opened new accounts

Processed cashiering transactions. IE: Check, Fed Fund, Journal Requests

Responded to approximately 40 emails per day.

Collaborated with the training department to implement training opportunities.

November 2001 to September 2007

Axa-Equitable New York, NY

Senior Analyst

Serviced high net worth advisers

Resolved complex client issues

Trained new hired employees

Educated end-clients on market related issues

Processed cashiering transactions

Processed Transfers via the ACAT system

Assisted clients navigating through the on-line system

Answered approximately 40 phone calls daily

January 1998 to October 2001

Dreyfus Uniondale, NY

Team Lead

Processed mutual fund trades

Cross sold mutual funds & annuities to existing clients

Resolved complex issues - service & trading

Trained new hired employees

Assisted with customer inquiries via telephone and email

Reviewed exceptions

Education

1997 St John's University Jamaica, NY

Bachelor of Science Finance

John Cabot University Rome,

Study Abroad Program

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