Stacey Rose
Elmwood Park, NJ
201-***-**** ****************@*****.***
Objective: To secure a position that will allow me to contribute to an
organization's success
Education: BS Business Management - Monroe College, Bronx, NY -
April, 2003
Academic Honors: Dean's List
Skills: Proficient with the PC; MS Word; Typing 50 WPM; Data Entry;
Excellent CS.
Work Experience:
08/2011/ - 2/2014 Montefiore Medical Center, Bronx, New York
Public Service Relations - Adult Medicine
Supervise and Coordinate the Adult Medicine Facility during schedule
working weekends
Excellent decision making Skills/Registration and Insurance Verification
utilizing Trex System
Responsible for billing functions Utilizing US Banking Systems
Distribute Metro Cards to patients also collect Checks/Cash/Money Orders
Scheduling appointments and collect daily data to upload in CareCast System
Monitor the prescription hot-line and refill patient's prescriptions
Heavy CS/ Liaison between Doctors, Nurses and Patients
Inform Doctors and Nurses of patience concerns on EMR system (Confidential)
Call patient's daily to inform of Doctors information
10/2006 -5/2009 Pershing LLC, Jersey City, NJ
Restricted Securities Specialist - Custody Services Department
Primarily responsible for expediting negotiability and transfer of
restricted securities on behalf of several high net worth Pershing
Introducing Broker Dealers ("IBDs") and their customers. Process includes
coordinating the necessary requirements with the IBDs, including the
receipt and review of certain documentation such as "legal opinions," and
coordinating completion of the lifting of restrictions with the responsible
transfer agents with DTCC via their "DWAC" process.
Provide support to various Custody Services departments on operational
issues related to the above mentioned processes, including processing
securities to be held in certain Custody Locations.
04/2005 - 04/2006 JP Morgan Chase, Secaucus, NJ
Data Specialist - Remittance Department
Inputted within established timeframes, approximately 6000 systematic
keystrokes daily, related to check processing for companies such as Viacom,
Kraft, etc.; Processed work for "High Net Worth" accounts ("SWAT"
accounts); Scanned new accounts into the system daily; Informed peers of
daily duties within two hour time frames.
02/2001 - 11/2003 Fidelity Investments, New York, NY
Analyst - Restricted Securities Department
Facilitated the removal of restrictive legends from stock certificates
Acted as a liaison between the beneficial owners of restricted securities,
the transfer agents, in-house compliance and legal departments, to
coordinate negotiability of the restricted securities
Responsible for maintaining the "Restricted Stock System" workflow
05/2000 - 01/2001 Lewco Securities Corp, Jersey City, NJ
Legal Securities Specialist - Legal Transfer Department
Reviewed and approved all physical security certificates for negotiability
based on legal documentation requirements; acted as liaison between
customers, attorneys, internal compliance department and transfer agent
administrators to expedite the legal transfer process.
Responded to all customers, compliance, transfer agent and attorney issues
- via oral and/or written communication.
Produced daily/weekly reports on Legal Transfer processing, for Management
review and approval
05/1994 - 05/2000 Bank of New York, New York, NY
Legal Securities Specialist - Legal Transfer Department
Reviewed and approved all physical security certificates for negotiability
based on legal documentation requirements; acted as liaison between
customers, attorneys, internal compliance department and transfer agent
administrators to expedite the legal transfer process.
Responded to all customers, compliance, transfer agent and attorney issues
- via oral and/or written communication.
References: Furnished Upon Request