David M. Kohler
-Extensive knowledge and solid back ground in IRA’s
-Organized, dependable and goal-oriented business professional
-Effective communicator, skilled in establishing relationships of trust and confidence with individuals at all levels of a complex organization.
-Excellent client service, problem solving, business writing, research and follow up skills.
-Accountability and self-value in both manager and non-manager employees.
-Computer literate in Microsoft Excel, Word, Access and Outlook
-Complete working knowledge of the Internet.
-Proven problem solving and analytical skills.
-Able to prioritize and troubleshoot as needed.
-Manage all project related assignments from start to finish.
-Manage multiple priorities and tasks while maintaining attention to detail.
-Eager and willing to learn.
-Extensive knowledge of offices practices and procedures.
-Sound decision-making skills.
Boston Financial Data Services Quincy, MA July 2008 – July 2018
Adjustments and Open Items Team – Senior Research Specialist
-Work with Financial Control regarding gains, losses and beyond standard DDA items
-Provide analysis on company gains and losses
-Provide reporting to management teams to improve and prevent future occurrences
-Create and release manual checks, wires and ACH’s
-Enter and verify fund estimates
-Research and process adjustment requests
-Promoted to senior of the adjustment team to oversee the daily work flow to ensure daily tasks were completed on time and accurately
Boston Financial Data Services Quincy, MA July 1995 – July 2008
Correspondence Team – Plan Specialist
-Responsible for incoming and outgoing calls to and from Plan Participants, Plan Administrators, Representatives and Third-Party Administrators
-Resolve requests and problems from frustrated callers
-Make every effort to turning a frustrated call in to a good outcome
-Create, edit and send out correspondence letters
Boston Financial Data Services Quincy, MA July 1992 – July 1995
-Sort and organize incoming mail for all clients at BFDS
Holiday Inn Randolph, MA October 2001 – April 2002
-Managed the main bar within the hotel restaurant as well as hosting functions in the function rooms
High School Diploma Quincy High School Quincy MA May 1990