Experience
DST Systems, Inc. and BFDS Midwest: February 1996-February 2000
August 2008 to May 2010
AmerisourceBergen: September 2013-July 2014
. Identified areas of security risk related to customer privacy information
and initiated database controls to ensure the data was not compromised
. Established reporting processes and documents that confirmed the accuracy
of product billing details to upper management
. Front line manager responsible for stimulating, monitoring, and providing
feedback to multiple associates that were servicing numerous mutual fund
client relationships
. Developed and implemented procedures that reduced the occurrences of
errors caused by staff
. Prepared and distributed multiple client month end statistical reporting
documents.
. Delegated to and trained associates on what reports to produce in
order to locate the data elements necessary to calculate relative
statistics.
. These statistics were then entered into the respective client's
spreadsheets and presented to client upper management
. Assisted in standardizing work procedures, work queues, phone lines, and
re-delegation of responsibilities for efficiency
Skills and Abilities
. Acquire application knowledge rapidly
. Experienced in: Microsoft Office products, TA2000 Mutual Fund Processing
system, Automated Work Distributor and NT Desktop
. Identify, research, and resolve problems quickly. Implement procedures to
discontinue reoccurrence
. Reflect ideas verbally and in written format with a proactive approach
. Completed Stephen Covey's Seven Habits course
. Series 6 NASD licensed (DST discontinued license)
Education
. Bachelor of Science in Human Service Management. University of Phoenix,
September 2014