Ciara Varley

Senior Marketing Associate at PGIM Investments
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Contact Information
us****@****om
(386) 825-5501
Location
Jersey City, New Jersey, United States, JE
Languages
  • English -
Skills

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Bio

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Credentials

  • Series 7
    FINRA
    Jun, 2023
    - Nov, 2024
  • Securities Industry Essentials (SIE)
    FINRA
    May, 2023
    - Nov, 2024

Experience

  • PGIM Investments
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Senior Marketing Associate
      • Jul 2021 - Present

      • Help develop Monthly, Quarterly, and Annual reports for all Prudential funds such as Mutual Funds, ETFs, and Target Date Funds • Improved reporting macros making the group work more efficiently and effectively• Experience with various reporting systems such as Morningstar Direct, Lipper Lana, and Sylvan

    • Customer Service Associate
      • May 2020 - Jul 2021

      • Completed mutual fund trades for customers and financial advisors• Handled customer complaints and provided alternative and/or solutions to ensure resolution of complaints• Maintained customer accounts and recorded account information • Worked closely with representatives in Ireland to follow communication guidelines, policies and procedures.

  • Marist College
    • United States
    • Higher Education
    • 700 & Above Employee
    • Security Assistant
      • Aug 2018 - Mar 2020

  • PGIM
    • Financial Services
    • 500 - 600 Employee
    • Performance Communication Intern
      • Jun 2019 - Aug 2019

  • PGIM
    • Financial Services
    • 500 - 600 Employee
    • Data Integrity Analyst
      • Jul 2018 - Jan 2019

      • Research data to ensure it is properly attributed to the correct advisor, client, territory, and team. • Demonstrate an understanding of how firm, branches and rep codes correspond to our intermediaries • Utilize internal and external resources to apply working knowledge of firm structure with minimal assistance • Analyze data to ensure accurate reporting for sales and compensation purposes • Propose process improvements where applicable to ensure high-quality data within various systems Show less

  • Marist College
    • United States
    • Higher Education
    • 700 & Above Employee
    • Marist Poller
      • Sep 2016 - Apr 2017

  • Wardlaw Hartridge Summer Camp
    • Edison, New Jersey
    • Lifeguard
      • Jun 2016 - Aug 2016

  • The Wardlaw + Hartridge School
    • United States
    • Primary and Secondary Education
    • 1 - 100 Employee
    • Greeter
      • Sep 2015 - May 2016

  • Deutsch NY
    • United States
    • Advertising Services
    • 300 - 400 Employee
    • Intern/Shadow
      • Aug 2015 - Aug 2015

      During this two-week internship, I was able to shadow the financial team responsible for local branch advertisements of PNC Bank. This internship allowed me to sit in on meetings, develop various excel spreadsheets, and collaborate on daily briefings of what was happening with PNC competitors that day. During this two-week internship, I was able to shadow the financial team responsible for local branch advertisements of PNC Bank. This internship allowed me to sit in on meetings, develop various excel spreadsheets, and collaborate on daily briefings of what was happening with PNC competitors that day.

Education

  • Marist College
    Business Administration and Management, Finance
    2016 - 2020
  • The Wardlaw Hartridge School
    2012 - 2016

Community

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