Experience

Sentinel Group

• United States
• Financial Services
• 100 - 200 Employee

• Investment Operations Associate

  • Jul 2022 - Present

  • Manage incoming and outgoing asset movements, ACATs, opening of new accounts, deposits, distributions/journals, reporting, and billing within our Wealth Management team. • Responsible for all trading functions which include portfolio rebalances, single/multiple position entry, and portfolio model allocation changes. • Responsible for monthly/quarterly performance metrics reporting. • Responsible for keeping our CRM, Infor, up to date (Opportunity updates, client contact information, noting any interactions with clients) • Serviced using custodial platforms Pershing’s NetX, Charles Schwab, and Fidelity. • Provide technical and processing support to all advisors and clients. • Responsible for quarterly billing review to ensure accuracy and efficiency. Show less



Enterprise Bank (Enterprise Bancorp)

• United States
• Banking
• 300 - 400 Employee

• Wire Servicing Specialist I

  • Mar 2021 - Present

  • Responsible for processing incoming and outgoing monetary wires in a fast-paced team environment. • Provided support to internal and external clients in regards to all wire transfer processing. • Executed domestic and international wire transfers in USD and foreign currency received via email, fax, and phone call. • Monitored OFAC (Office of Foreign Assets Control) for any suspicious information or activity. • Reviewed and verified incoming and outgoing wiring instructions to ensure the wire is legitimate and authentic. • Delivered high quality customer service. Provided a seamless customer experience. Show less



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Financial Services Associate

  • Sep 2018 - Oct 2020

  • Provided high quality professional customer service to 401(k) participants. Enhanced participants overall understanding of their employer sponsored retirement plan based on identified goals. • Initiated financial transactions such as loans, withdrawals, rollovers, changing current and future investment allocations in a timely and accurate manner. • Maintained a green scorecard with quality team metrics in a fast-paced high volume queue environment. • Responsible for servicing Fidelity Investment’s most valuable clients. Achieved personal career growth within the company by being assigned to the more challenging/sensitive clients with more extensive plan resources and procedures. • Streamlined Fidelity’s online chat feature pilot (NetBenefits). Operated Fidelity Investments’ only online chat with full transactional capability in the country. Concurrently serviced two chats at a time. Show less



ResourceOne New England

• Framingham, Massachusetts, United States

• Marketing Intern

  • May 2018 - Sep 2018

  • Developed marketing and internet-based business promotions. • Identified opportunities for social media marketing. Maintained the company’s Facebook page. • Constructed a company online website. • Developed marketing and internet-based business promotions. • Identified opportunities for social media marketing. Maintained the company’s Facebook page. • Constructed a company online website.