Theodore A. Jenerson, Jr.

* ****** *****

East Orange, NJ 07017

862-***-**** 973-***-**** – Email: acu2xe@r.postjobfree.com

Experience:

National Life Insurance/Primary Financial October 2015 -Present

Insurance Agent

●Sold Business,Workers Comp,Auto, Motorcycle, Homeowners and Renters Insurance

●Sold Whole,Term, & Universal Life Insurance

New York Life Insurance December 2014-October 2015

Insurance Agent

●Sold Whole, Term and Universal Life Insurance

Farmers Insurance

Clinton Robinson Agency November 2013 – December 2014

Insurance Agent

●Market and sell Auto, Motorcycle, Home, Business, Workman’s Comp, and Life Insurance.

Farmers Insurance April 2013 – Present

Insurance Agent

●Market and sell Auto, Home, and Life Insurance policies.

TransAmerica Life Insurance August 2012 – December 2012

Life Insurance Agent

●Sold Whole Life and Term Insurance policies.

Independent Insurance Agent/Area Manager February 2011 – April 2012

●Health Insurance

●Major Medical

●Accident/Critical Illness

●Final Expense

●Term Life

●Whole Life

Prudential Insurance Company April 2010 – September 2010

Financial Professional Associate

(Training Program)

●Attained FINRA Series 6 License.

●Attained New Jersey Life & Health Insurance Producers License.

●Developed a client base by prospecting, cold calling, and mail program.

●Conducted appointments and interacted with prospective clients while understanding their insurance needs and making appropriate product recommendations.

●Up sell/cross sell various insurance products and annuities.

Bessemer Trust Co, Woodbridge, NJ November 2009 – December 2009

Bank Reconciliation Clerk (Consultant Temp)

●Assist in the reconciliation process of BONY-DTC.

●Transfer data from various cashbooks into Excel spreadsheets.

●Decrypt all emails received in the BPC Mailbox throughout the day.

●Forward, reply or send all emails received from Metavante.

●Archive all BPC emails for future reference.

●Follow up with CAMs on outstanding BPC emails.

●Forward replies from CAMs to the Bill Manager clerk for processing, researching or filing.

●Assist the Checking Account Desk Clerk with filing, reconciling, etc. during monthly high peaks.

The Bank of New York Mellon New York, NY (Consultant/Temp) June 2008 – June 2009

●Investigate mis-matched trades.

●Confirmed trades with counter broker.

●Resolved trade discrepancies with counter brokers.

●Monitoring SWIFT instructions.

●Balanced NOSTRO account.

●Identified and resolved account breaks.

●Dividend Reconciliation of aged Canadian Market Events.

●Reconciliation of optional dividends, dividend reinvestments, return of capital, spin-offs and stock splits.

●Reconciliation and resolution of receivables and payables including fails and lending items.

The Bank of New York Mellon Brooklyn, NY (Consultant/Temp) December 2006 – October 2007

Global Income Custody Specialist

●Dividend Reconciliation

●Post cash to the control accounts.

●Investigate aged cash posted to the Controls accounts.

●Interface with client and agent banks on dividends payments.

●Reconcile and calculate client instructions.

Northeast Signature Properties, North Plainfield, NJ February 2003 – Present

Realtor Associate (Part-time)

●Realtor Associate in the sale and purchase of 1-4 family homes, land, and commercial property.

●Extensive record keeping

●Correspondence with clients, attorneys, and Mortgage representatives.

Bessemer Trust Co., Woodbridge, NJ December 1998 – July 2003

Senior Dividend/Reconciliation Clerk

●Processed Corporate Actions.

●Pay out all domestic stock and ADR’s.

●Reconciliation of Bessemer position to equal clearing agent’s position.

●Research through use of DTC and Standard & Poor’s that position reflected by clearing agent was correct.

●Adjusting clients accounts to reflect correct dividend payouts.

●Receipt of dividend checks and crediting correct client account of Bessemer position with said funds.

●Extensive record keeping/filing.

●Reconciliation of Bessemer position against out location accounts held at various custodians.

●Posting adjustments on spreadsheets.

●Researching Month-end error reports and debiting/crediting correct account and/or position.

J.B. Hanauer & Co., Parsippany, NJ September 1996 – December 1998

Senior Dividend/Interest Clerk

●Research Cusips, client Accounts and Stock record positions for payment errors and adjustments.

●Correspond with numerous security paying agents by phone for bond information.

●Correspond with DTC by phone and PINS inquiry.

●Credit/Debit client and JBHCO box positions.

●Research DTC Diva system for current unit rates and credit clients accordingly.

●Extensive record keeping.

Financial Northeastern Securities, Fairfield, NJ October 1993 – December 1994

Operations Assistant

●Entered stock, CMO, jumbo CD, and mutual fund trade ticket orders

●Checked previous day ticket orders and client confirmation for interest, net money, and commission errors.

●Corresponded with DTC, outside brokerage houses and clients prior to and after settlement date.

●Researched possible interest and principal payment errors.

●Handled all P&S, OTC trade corrections.

Smith Barney Shearson, New York, NJ October 1989 – October 1993

Dividend Clerk/Operations Clerk

●Set up client positions for receipt of dividend payments through use of DTC late announcement report.

●Researched client report.

●Researched client statements.

●Credited/debited client positions.

●Cleared or bounced client’s checks to determine client’s cash availability and net position.

●Corresponded with branch manager/broker to determine how client will cover gold card charges and checks.

●Purged/closed client gold card due to late payment of charges.

Education:

Essex County College, Newark, NJ

Associates of Science, Business Administration

Skills: New Jersey Property and Casualty License, New Jersey Life and Health Insurance Producer. New Jersey Real Estate License DTC, Bloomberg; BONY GSP, BONY Q-Trak. SWIFT

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