Management Microsoft Office
Resume:
Objectives
To obtain a challenging position with a growing and forward thinking company where I can apply my education, three plus years of operations/trading experience, leadership and organizational skills to consistently preform and optimize processes. Education
2012 Bachelors of Economics – Augustana Col lege, IL Experience
June 2012 - Present Regal Investment Advisors
Operations Specialist January 2015 - Present
Commissions Associate February 2014 – January 2015 Compliance Associate November 2013 – February 2014 Business Operations Coordinator March 2013 – November 2013 Investment Advisory Representative June 2012 – Present
Led and implemented 10-week project to automate payroll commissions from 200+ companies (including American Funds, VOYA, Jackson National and Franklin Templeton) through DTCC, DST, SunGuard (Pershing) & DAZL.
Trading, portfolio model inception and account maintenance across TD Ameritrade, Pershing, Fidelity and Schwab for $750 million in Assets Under Management (“AUM”).
Daily cash reporting of company clearing and commission accounts.
Installation, setup, maintenance and continued monitoring of Xtiva platform.
Manage Office365/Exchange mail for 150+ users.
Skills
Equity and Fixed Income Trading (Platforms: TD Ameritrade ‘Veo, Veo Express & ThinkPipes’, Charles Schwab, Fidelity
‘Wealthcentral’, TIAA-CREF & Pershing ‘NetX360’).
Very skilled with Excel, presenting meaningful and relevant reporting, benchmarking and establishing quality processes.
Extensive 9 month Management Training program under company CFO & CEO (2014 – 2015)
Quarterly and monthly advisory fee construction, execution and payroll for Regal Investment Advisors’ $750 million AUM and Regulus Advisors’ $1.5 billion AUM.
Hands-on experience with top data vendors; including DTCC, NSCC, DST, SunGuard & DAZL.
Knowledge of Python and VBA.
Microsoft Office 365 Administration tools.
Change management.
Quick learner and very coachable.
Morningstar Office.
Licenses
Series 65; 2012 to current
Series 7; 2014 to current
Series 63; 2014 to current
Accident, Life and Health Insurance License; 2012 to 2016 Andrew Krcatovich
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