Customer Service Supply Chain

Lewis J. Bello

**** * ******* **. ********* #*, UT 84010 ******@*****.*** 1-208-***-****

Education

Brigham Young University – Rexburg, Idaho Graduation - Dec 2013

B.S. in Business Management – Finance Emphasis

Relevant coursework: Financial Management, Investments, Financing New Ventures, Personal Finance, Principles of Business Strategy, Business Research and Publishing, Legal Aspects Finance, Legal Aspects Marketing, and Organizational Behavior.

Experience

Morgan Stanley – SLC, Utah Apr 2015 - Present

Global Stock Plan Services

Mitigate and control risks at all levels when executing a trade

Analyze participants accounts to ensure they meet all industrial rules

Educate participants of their company’s plan(s)

Help sale shares and exercise options

Goldman Sachs – SLC, Utah Nov 2014 – Apr 2015

Trade Management Analyst

Ensure all economics of trades are known across Brokers and Custodian banks

Work close with the Trade desks to ensure all trades are confirmed and settled on trade day.

Analyze all trade brakes and raise them to the right party, to ensure we abide by all regulations.

Mitigate risks at all levels and from all possible ways and areas

Discover Financial Services - SLC, Utah Feb 2014 – Nov 2014

Credit Analyst

Verify every credit card application and approve for the appropriate amount of money according to risks and profit ratio.

Work close with fraud analyst to protect company and individual identity.

Provide practical decision making and exceptional customer services.

Avercast, LLC - Rexburg, ID Sept 2013 - Dec 2013

Financial Analyst Internship

Created an APP that forecasts stock market

Identified current technology gaps and opportunities for Avercast, as they apply to supply chain forecasting and planning in the African and Latin American Regions.

Developed a marketing plan to approach and educate key players on Avercast technology and its introduction into local marketplaces.

David O. McKay Library: Brigham Young University-Rexburg, ID Jan 2010 - Feb 2013

Lead Student Supervisor

Supervised, managed and counseled 5 to 10 students to work together to improve organizational needs.

Worked closely with subject librarians, various domestic and international lending libraries, BYU-Provo Interlibrary Department, and faculty/student clientele with all information and library requests.

Trained and exercised effective customer service skills.

Organized and attended all required meetings.

BYU- Idaho Integrated Business Core Practicum, Rexburg, ID Sept 2012 - Dec 2012

Financial Director (part of business program related to attaining degree)

Provided policies regarding our income and expenditures record keeping.

Monitored all the Deposits and Credit Card uses.

Successfully presented funding idea to professional loan committee through a 30 minute presentation, and was able to overcome challenges by committee to obtain full funding request

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