Laura E. Pyner

* ******** **

Huntington, NY ****3

516-***-****

adtrww@r.postjobfree.com

Qualifications

Ability to establish, cultivate and maintain strong working relationships; work well both independently and as a member of a team.

Strong business experience and over ten years of client service experience.

Backed up a team of six, high profile, financial advisors and their high net worth clients.

Large understanding of financial planning industry

Work Experience

2019-present Harborfields Central School District – Centerport, NY

Substitute Teacher Assistant

Instruct students under direction and guidance of teachers.

Enforce rules for behavior and procedures to maintain order among a class of 20 students.

Work with students on an individual and small group basis to reinforce learning concepts, help complete assignments and improve performance.

2003-2014 Morgan Stanley - New York, NY

Senior Client Service Associate

Assisted in maintaining strong client relationships, answering questions, processing requests in a timely manner.

Processed large money transfers and account updates.

In charge of expense reports and booking travel arrangements.

Kept brokerage files, marketing, and proposals forms updated.

Handled new account paperwork and the process of opening new accounts, as well as initiating account transfers.

Maintained and coordinated calendar and all schedule changes.

Education

1999-2003 University of Dayton- Dayton, OH

BA Finance, May 2003

PC Skills

Highly proficient in Microsoft Office (Excel, PowerPoint, Word, Outlook), Reuters, and Internet

Knowledge of Bloomberg

Excellent written and verbal communication skills

Activities/Volunteer

Board Member of Washington Drive PTA and Thomas J. Lahey PTA

University of Dayton Alumni Organization

Extensive worldwide travel

References

Available upon request

Contact this candidate