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Customer Service Professional Experience

Location:
West Bronx, New York, 10452, United States
Salary:
45,000
Posted:
May 30, 2017

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Dwayne P. Lucky

www.linkedin.com/in/theluckyone

**** ********** ******, ***** ** Tel: (646) ***-****

Bronx, NY 10452 Email: ac0j32@r.postjobfree.com

PROFILE

Ability to work independently and have responsibility for client deliverables. Very Strong work ethic, attention to detail, team orientation, and commitment to excellence.

PROFESSIONAL EXPERIENCE

Empire State Development, New York, NY May 2015 – Present

Administration/Operations Support

Answers inquiries with regards to MWBE Certification; Procedure and Status Inquiries

Advise user on appropriate action while following standard customer service and help desk procedures

Help client to solutions by referral to correct resources; Identify and escalate situations requiring urgent attention

Track and route problems and requests and document resolutions

Kemet3m, LLC, Bronx, NY Jan 2011 – May 2015

Co-Founder/Financial Strategist

A business to educate and empower minorities and inner city youths build a pathway to wealth through private investment. Enables us to remain in accordance with servicing, educating, and empowering our patrons and communities as an ultimate goal with individualized coaching and financial training

Helping to build individual wealth, starting with a total of ( 6 ) securities within our portfolio, to managing a total of (42)

Daily tracking of trends and forecasts in financial markets, economy, yield curve, Federal Reserve policy.

Performing quantitative analyses on clients' investment portfolios and balance sheets using a variety of analytical techniques

Participate in conference calls with strategic account prospects as necessary to help strengthen those leads/accounts, qualify new Strategic Clients

Perform and deliver monthly/quarterly investment portfolio reviews

Optimize portfolios by balancing total return objectives with regulatory and board-imposed risk constraints.

Created and Developed the Try A SIP program for beginning or first time investors - An empowering method of saving towards financial and economic stability for Minorities and Women

Community Outreach Program which provide food and financial services to families in urban communities. (Volunteer work)

The Bank of New York Mellon, New York, NY Sep 2006 – Nov 2011

Account Administrator

Managed Fund of Funds (FOF) accounts within The Bank of New York Mellon

Alternative Investment Services Department

Ensured trades were promptly executed; Processing of subscriptions and redemptions

Identified compliance risks and managed them by providing advice, and monitoring.

Provide compliance information lifecycle management, corporate governance and internal control

Completed monthly, quarterly, and annual compliance checklists that track compliance with accounts' Code of Ethics to meet client servicing requirements. Investigated and resolved questions.

Research account material; Revision of investment amounts and share classes

Delivery of trade status reports; preparation of monthly and quarterly Custody Reports and Fees

TIAA-CREF, New York, NY Aug 1997- Sep 2005

Marketing Coordinator

Fulfillment of marketing materials; Retirement Annuity, Mutual Funds, Life Insurance products, After Tax Annuity products and state tuition programs

Ensured compliance of approved material; Liaison between management for new product launches

Provided weekly, monthly, quarterly reports for senior management and marketing departments

EDUCATION / SKILLS

Mercy College, New York, NY – 2006 Major in Business Lehman College Bronx, NY - 1990-1993 Major in Accounting

Microsoft applications (Word, Excel, Power Point,). Creative, Organize, Reliable, and a Quick Learner



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