Danielle M. Pendrak

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

Philadelphia, PA 19135

267-***-****

Career Summary:

Resourceful and self motivated individual with 20 plus years experience working in a fast paced business organization. Experienced in excellent service, financial administration, and asset management. Looking for a position to utilize my background, skills, and expertise for business efficiency.

Qualifications:

Experienced in several computer languages and software packages, including Word, PowerPoint, WordPerfect, Excel, AWD, NT Desktop, Microsoft Access, Encore, Rumba, APL, Vestmark and Outlook.

I have proven to work successfully under financial time restrictions while maintaining consistency and accuracy.

Experience:

Delaware Investments (May 2006 to Feb 2019)

Philadelphia, PA 19103

Managed Accounts Specialist

Duties: Efficiently manage large monetary accounts and new account set up for institutional portfolios. Oversees multiple sponsors/clients and provides essential follow-up and documentation. Daily functions include transaction processing, new account establishment, account maintenance, ensuring all contracts have all required detail and paperwork, terminations, quality control, multiple financial reports and most important applying principles and procedures to meet client and company interest. Meet often with management team to discuss any updates, red flags, or converse about foreseeing future issues. I was the first team member to be part of a crossover in which additionally added the capabilities of doing accounting work. This provided an opportunity where I was able to set up an account and reconcile from beginning to end. Also, I worked vigorously to research and provide details for audits when necessary. Assisted manager occasionally with supervisory work including documentation, delegation and communication. I was chosen to participate with testing, documenting, and implementation of the conversion of a new accounting/trading vendor.

Delaware Investments (June 2003 to May 2006)

Philadelphia, PA 19103

Senior Document Management Associate/Project Coordinator

Duties: managed daily workflow of all mail correspondence to various departments within the organization to ensure proper distribution by specific deadlines. Researched account criteria for clients requesting time sensitive information. Evaluated large monetary checks to prevent fraud. Managed, documented, and follow-up on multiple projects within the department and the operations area. Assisted manager on a daily basis with supervisory work including documentation, delegation and communication. Also, performed workflow responsibilities when needed.

Delaware Investments: (June 1999 to June 2003)

Philadelphia, PA 19103

Accounts Services Representative

Duties: process monetary purchases, exchanges, terminations, quality control, and account maintenance for existing shareholder accounts/set-up new accounts. Key area of responsibility was the establishment of 529 college savings plan accounts. I was the project lead for testing, training, documenting, and implementation.

Dollar Land Inc. - Corporate Office (April 1999 to June 1999)

Philadelphia, PA 19134

Accounts Receivables

Duties: monitor inventory within warehouse to fulfill store requisition. Input requisitions of merchandise to be deliveries to individual store locations as well as generate pick tickets for warehouse/invoices.

Education:

Manor Junior College (96 to 98)

Jenkintown, PA 19046

Allied Health Major: Completed 2 years

References:

Available upon request

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