Bio
Experience
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Netherlands
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Financial Services
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700 & Above Employee
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Senior Participant Portfolio Accountant
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Jun 2001 - 2011
Managed, processed 401(k) plan for Citigroup and Harrah's Ent.; - Handled daily highly sensitive and confidential data.- Responsible for all contributions via payroll deductions. Contributions made via stock market funds processed per employees selected funds.- Balanced stock market funds each day.- Managed thousands of accounts, million dollar payouts.- Managed all CEO's acct.'s from Citigroup, State St. Bank under extreme scrutiny, flawlessly.- Processed all daily/monthly/quarterly/annual reports to clients with accurate precision, with millions of dollars accounted for by stock market funds.- Direct liaison to Harrah's Ent., Alliance Bernstein of NY, communicated daily with clients, interacted with clients at their facilities. Weekly meetings via tele-conference with all clients.
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Sr. participant acct of 401(k)'s
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2001 - 2011
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Medical Biller/Office Manager
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Jan 1997 - Jan 2000
Maintained and billed all Dr's patients/insurance Co.'s.- Maintained all accts payable/receivables- Excellent Organizational skills- Excellent phone manner, extremely professional
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Project Accountant
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Jan 1986 - Jan 1997
Was project accountant for all on-site projects for this HVAC Company. - Maintained all costs on million dollar projects.- Manager of Accts Payable Dept.- Worked extremely well in high pressure situations, met all deadlines.- Spent 9 months on Deer Island tracking all costs.- Managed a team of 5.
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Education
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References Bridgewater-Raynham Regional High School
High School Diploma -
U.S. Navy
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