Management Microsoft Office

DEBORAH MCBRIDE

** ********* ******, **********, ** 07960

acvnyb@r.postjobfree.com 973-***-****

PROFESSIONAL EXPERIENCE

W.R. HUFF ASSET MANAGEMENT, CO., LLC (Morristown, NJ) August 1993 – Present

A boutique asset management firm in various alternative investments, managed accounts, and pooled investment vehicles.

Client Services /Portfolio Administrator

-Preparing reports, RFP’s and questionnaires.

-Heavy interaction with clients, traders and custodians.

-Respond to requests from clients and portfolio managers for account information.

-Prepare monthly/quarterly MV and performance for submission to clients.

-Coordinate with traders and custodians to resolve any discrepancies in managed accounts.

-Monitor and notify portfolio managers of cash flow activity.

-Resolve any month end position breaks, security and/or cash discrepancies.

-Interface with custodian to complete KYC requirements for all clients.

-Perform daily and monthly cash and asset reconciliations for portfolios using Axys accounting system.

-Trade settlement.

-Monitor and post Corporate Actions to all accounts.

-Accounts include - endowment funds, pension plans, and high net worth individuals.

CLO Closer

-Responsible for all CLO trades from allocation to settlement using WSO and Clearpar platforms.

COZEN & O’CONNOR (New York, NY) January 1990 – August 1993 Attorneys at Law – Subrogation Law

Paralegal/Assistant to Managing Partner

-Preparation of Motions, Complaints, Answers and all filings with the Court.

-Maintained calendar for all court proceedings, court appearances, depositions and meetings.

-Prepare responses to complaints and discovery requests.

-Organize case file and maintain documents.

-Transcribed attorney’s dictation.

-Direct contact with Judge’s chambers and Judge’s law clerks.

-Liaison between clients and managing partner.

-Client billing.

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acvnyb@r.postjobfree.com 973-***-****

BUDD LARNER GROSS ROSENBAUM February 1987 – January 1990

GREENBERG & SADE (Short Hills, NJ)

Legal Secretary

-Preparation of Motions, Answers and all filing with the Court.

-Maintained calendar for court hearings, depositions and meetings.

-Direct contact with Judge’s chambers and Judge’s law clerk.

-Liaison between clients and attorneys.

PITNEY HARDIN KIPP & SZUCH (Morristown, NJ) January 1984 - February 1987

Legal Secretary

Real Estate

-Preparation of title abstracts

-Preparation of deeds and other closing documents.

-Preparation of lease agreements

-Transcribed attorney’s dictation

Litigation

-Preparation of Motions, Answers and all filing with the Court.

-Maintained calendar for court hearings, depositions and meetings.

-Direct contact with Judge’s chambers and Judge’s law clerk.

-Transcribed attorney’s dictation

-Liaison between clients and attorneys.

EDUCATION

Art Institute of Philadelphia, Philadelphia,

Commercial Art, BA

PA Performance Measurement Workshop Course

Advisors’ Education Group, Inc.

CERTIFICATIONS

NJ Life Producer License

Notary Public

PROFICIENCIES

Microsoft Office – Excel, Word,

Clearpar, Tradesuite, Omgeo/Axys, WSO

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