Operations Associate Valero

THOMAS F. LEARY

**** ******* **. ** #** Atlanta, GA 30318 404-***-****

********@*****.***

CLIENT LIAISON

Client Account Management Financial Analysis Operational Development Professional leader with expertise in all facets of customer relations, account execution, financial analysis, and controllership within the organization. Skilled in collaborating with all members of an organization to achieve business and financial objectives. Instrumental in improving communications to enhance productivity and implemented solutions to provide an outstanding customer experience.

Client Services Professional

Skilled Relationship Builder

Expert Communicator

Record Keeping

Product/Program Management

Marketing/Sales

Commercial Real Estate

Data Management

Mail/Document Services

P ROFESSIONAL E X P E R I ENCE

ALEXANDER CAPITAL

Operations Associate

Ran trades for representatives making group trades for some.

Kept track of all alternative investments (REITs)

Worked with the Alternative companies to keep track of purchases and earnings.

Served in conjunction with the senior-level broker within a fast-paced environment to train new representatives in managing products and securing new business in alignment with corporate policies.

Extensive Data Entry

ROCKEFELLER CAPITAL by way of DOSHI CONSULTING, Atlanta, GA DEC 2018 – 2019 Operations Associate (Temp assignment)

in managing the transition from previous (UBS, Merrill Lynch) to the current wealth management systems and staying in alignment with corporate policies.

Utilized and trained individuals in Manage daily needs of a diverse client base of Senior Level Financial Advisors and staff.

Processed millions of dollars with new business ventures (REITS) across multiple asset classes.

Onboarded hundreds the use of BPM and Wealthscape of clients into the new management software,

(Wealthscape).

Assisted the Client Associates.

EXTENSIVE DATA ENTRY

OXFORD FINANCIAL: INTEGROUS INVESTING, Atlanta, GA 2010 – 2018 Account Executive

Introduced streamlined process improvements, researching, and analyzing mutual funds to effectively create custom allocations for a diverse range of clientele.

Processed millions of dollars with new business ventures across multiple asset classes.

Managed all aspects of planning, tracking, analysis, and reporting, using sound business acumen to design tools to successfully monitor sales of multiple product classes.

Served in conjunction with the senior-level broker within a fast-paced environment to train new representatives in managing products and securing new business in alignment with corporate policies.

Utilized and trained individuals in the use of Morningstar, Envestnet, TD Ameritrade, Docupace, NetX360, DST Vision and EQIS.

INCOMM/US SOUTH, Atlanta, GA 2005 – 2009

Product Manager/Wireless Accessories

• Executed the facilitation of new product accounts across the United States for an extensive line of wireless accessories for a range of cellular devices.

• Efficiently trained sales staff and management regarding the use of products, POS/POP materials and margins.

• Successfully managed communications within interdepartmental relations to increase annual sales from $400,000 in 2005 to over $1.7 million by 2008.

• Managed processes to determine product placement within nationwide chain stores such as Duane Reade, Valero, and Rite Aid, focusing on placement to increase revenue and profit growth. Education & Credentials- B.S., Business Management, Marketing & Economics, St. John Fisher College, Pittsford, NY 1993 Licensed, FINRA Series 6

REFERENCES

ROBERT BUNGENSTOCK – OPERATIONS MGR ROCKEFELLER CAPITAL 404-***-**** SALLY LEE, VP of OPERATIONS, ROCKEFELLER CAPITAL - 404-***-**** STEVEN NEWBERN, CBRE COMMERCIAL REAL ESTATE - 404-***-**** JEFF SCHADE – FINANCIAL SVCS - OXFORD FINANCIAL, INTEGROUS INVESTING – 404-***-****

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