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Quality Assurance Financial Analyst

Mountville, Pennsylvania, 17554, United States
November 27, 2017

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Nicholas J. Ulmer

**** ******** ******, **********, ** 17554 / 717-***-****


Lancaster-Lebanon IU-13, Lancaster, PA August 2016 - Present

Instructional Support Staff

Facilitate conflict resolution and mediation between staff and students or student to student

Communicate effectively with other professionals, parents, law enforcement, and agency personnel in crisis intervention and discipline issues according to students IEP's, Behavior Management Plans, and IU 13 Policy, as requested by a supervisor

Responsible for providing thorough documentation following conflict resolution

Responsible for monitoring students outside of the classroom to ensure safety and supervision

Lead social skills groups, adventure based learning activities, and other instructional activities

Accurately document student behavior via anecdotal logs and IU 13 forms in a timely manner

TW Ponessa & Associates, Lancaster, PA December 2015 - August 2016

Therapeutic Staff Support

●Transfer skills to the parent or natural caregiver via traveling to client’s home and school

●Empower the parents/guardians in their roles as primary caregivers

SEI Investments, Oaks, PA January 2014 - April 2015

Financial Analyst- SEI Private Trust Company

●Assisted in the transferring of retirement portfolios from previous custodians to SEI

●Received and prioritized Account Transfer Documentation and directives received from clients

●Performed comprehensive quality assurance check of Account Transfer Documentation

●Performed effective follow-up contact points with contra-brokers to validate transfer paperwork have been received in good order, and that the requested transfers proceeded successfully

●Ensured a positive client experience throughout the account transfer process

●Provided back-up assistance to other team members as required

●Interacted with internal and external clients, as well as teammates, on the telephone, in written correspondence, and in person in a professional and accurate manner


B.S. Ed. Kutztown University of Pennsylvania August, 2013

GPA: 3.47


●First Year Resident of the Year: Kutztown University (2009-2010)

●Wing Representative of the Year: Kutztown University (2009-2010)

●Community Assistant 100 point club: Kutztown University (2010-2011)


Kutztown University Circle K September 2009 - May 2011

●Participated with the Special Olympics

●Raised funds for various charities: American Cancer Society, Boys and Girls Club, Children’s Miracle Network, Salvation Army

●Participated in Relay for Life

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