Experience

ROGER KEITH & SONS INSURANCE AGENCY

• United States
• Insurance
• 1 - 100 Employee

• Marketing Specialist

  • Jun 2015 - Present



O'Leary Construction

• Self- Employed Carpenter

  • Jan 2009 - 2014

  working with Heartwood Apprentice Non- Profit Group teaching carpentry skills to young adults with special needs. Facilitated training of the proper use and safety of carpentry hand tools, ladder and scaffolding, proper eye and hand protection, techniques for measuring sawing, and nailing. Guided individuals and oversaw construction of outbuildings for customers. working with Heartwood Apprentice Non- Profit Group teaching carpentry skills to young adults with special needs. Facilitated training of the proper use and safety of carpentry hand tools, ladder and scaffolding, proper eye and hand protection, techniques for measuring sawing, and nailing. Guided individuals and oversaw construction of outbuildings for customers.



MANULIFE FINANCIAL CORPORATION

• Training & Development

  • Oct 2008 - Dec 2008

  Facilitated new process for implementing Policies and Procedures for Mutual Fund Operations for Overseas office; Redesigned format illustrating P and P for Basic understanding for use in teaching new and ESL for workers in Philippines. Used pictorial diagrams and schematics to illustrate daily and monthly procedures of specific funds. Also responsible in addition to P and P Implementation, Proxy voting on 50 funds under group mgmt. Facilitated new process for implementing Policies and Procedures for Mutual Fund Operations for Overseas office; Redesigned format illustrating P and P for Basic understanding for use in teaching new and ESL for workers in Philippines. Used pictorial diagrams and schematics to illustrate daily and monthly procedures of specific funds. Also responsible in addition to P and P Implementation, Proxy voting on 50 funds under group mgmt.



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Associate Retirement Services Representative II

  • Oct 2007 - Jun 2008

  Successfully completed 6 weeks of training on the overall processes and procedures of said 403b accounts and participantsRetrieved phone calls from 403b participants and answered confidential questions related to personal accounts and/or performed transactions per request of customer in an efficient and accurate manner.Gaining ongoing understanding of 403b rules and regulations in how they relate to different non-profit companies.

• Senior Fund Accountant

  • Jun 1999 - Sep 2007

• Sr. Fund Accountant

  • May 1999 - Sep 2007

  Prepared the pricing and daily general ledger reconcilliation of several complex financial investment portfolios accurately and efficientlyManaged ongoing account relationships with State Street, Mellon, BONY, Deutsche Bank, BOA, and Citi BankManaged ongoing relationships with 50 investing client companiesWorked dilligently to identify risks in daily processes, created cost saving initiatives and efficiencies, implemented improvements and presented findings to senior level management.Ongoing training of new associates in daily and monthly functions of group and company intiatives. Show less

• Fund Accountant

  • Jun 1999 - May 2000

  Prepare the pricing and daily general ledger reconciliations of several complex mutual funds ranging in asset size from $50 million to $20 billion. Asset types include domestic and global equities, fixed and global fixed incomes. Portfolios comprised of mortgage backed securities, swaps, futures, stocks, and bonds.Manage ongoing account relationships with State Street Bank, Mellon Bank, and Deutsche Bank.Manage ongoing account relationships with more than 20 outside Portfolio Managers, over five Fidelity companies, and approximately 30 institutional investing client companies.Initiated and implemented new processes that eliminated and minimized the daily risks associated with the calculation of a futures margin.Facilitated a new and improved review procedure that increased the accuracy as well as minimized the time involved in pricing daily funds. Show less



O'LEARY CONSTRUCTION

• Self-Employed Carpenter

  • Jan 1990 - Jan 1999

  Provided estimates to over 100 clients for general carpentry work. Prioritized client requests and scheduled assignments; consistently completed contracts on-time and within budget. Maintained relationships with contractors to provide and receive referral information on assignments. Provided estimates to over 100 clients for general carpentry work. Prioritized client requests and scheduled assignments; consistently completed contracts on-time and within budget. Maintained relationships with contractors to provide and receive referral information on assignments.