Experience

Opus Inspection USA

• Automotive
• 1 - 100 Employee

• Station Service Supervisor

  • Sep 2023 - Present

  West Springfield, Massachusetts, United States



Applus Technologies

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Quality Control

  • Oct 2017 - Nov 2023

  Shrewsbury, MA

• Quality Control Lead

  • Oct 2017 - Nov 2023

  Shrewsbury, MA



LAER Realty Partners

• United States
• Real Estate
• 1 - 100 Employee

• Real Estate Agent

  • Feb 2017 - Nov 2023

  51 Union Street, Worcester MA



Starterline Realty

• Real Estate
• 1 - 100 Employee

• Licensed Real Estate Agent

  • Jan 2014 - Feb 2017

  Buy, Sell, Rent Properties



Managed Wealth Strategies

• 1 - 100 Employee

• Office Manager

  • Sep 2011 - Mar 2012

  Service and operational support for a Financial Advisor. Responsible for client support and processing of all paperwork. Ensured office ran smoothly and efficiently. Coordinate and schedule meetings with clients both onsite and offsite. Respond to client requests and inquiries.

• Office Manager

  • Sep 2011 - Feb 2012

  Northboro, MA



The Roosevelt Investment Group

• United States
• Investment Management
• 1 - 100 Employee

• Portfolio Administrator

  • Feb 2011 - Sep 2011

  Providence, Rhode Island Area APL Reconciliation and Trade Verification/Submission

• Portfolio Administrator

  • Feb 2011 - Sep 2011

  Provide service and operational support to Managed Account clients. Support the tactical and strategic service needs of SMA clients on Fiserv/APL. Highly engaged in all areas of support and management relative to managed accounts on the Roosevelt platform. Daily reconciliation of separately managed accounts. Coordinates the establishment of new accounts on the managed account platform. Responsible for testing new interfaces, deficiencies and enhancements. Ensure proper… Show more Provide service and operational support to Managed Account clients. Support the tactical and strategic service needs of SMA clients on Fiserv/APL. Highly engaged in all areas of support and management relative to managed accounts on the Roosevelt platform. Daily reconciliation of separately managed accounts. Coordinates the establishment of new accounts on the managed account platform. Responsible for testing new interfaces, deficiencies and enhancements. Ensure proper coding is moved into test and production interfaces.



FundQuest, Inc

• United States
• IT Services and IT Consulting

• Separate Account Operational Liaison/APL Reconciliation Specialist

  • Apr 2004 - Jun 2010

  Serve as key point of contact for separate account managers, broker/dealers and vendors within the wrap program. Establish new manager interfaces with APL system. Manage trading, operational and product related issues and/or inquiries. Daily reconciliation and establishment of new separately managed accounts. Release daily trade files to APL system and oversee day to day operations of FundQuest-sponsored wrap accounts. Responsible for testing new interfaces, deficiencies and… Show more Serve as key point of contact for separate account managers, broker/dealers and vendors within the wrap program. Establish new manager interfaces with APL system. Manage trading, operational and product related issues and/or inquiries. Daily reconciliation and establishment of new separately managed accounts. Release daily trade files to APL system and oversee day to day operations of FundQuest-sponsored wrap accounts. Responsible for testing new interfaces, deficiencies and enhancements. Ensure proper coding is moved into test and production interfaces. Show less



FundQuest

• Nigeria
• Financial Services
• 1 - 100 Employee

• Separate Account Liaison

  • Mar 2004 - Jun 2010

  Boston, MA •Oversee day to day operations of FundQuest-sponsored wrap accounts. •Serve as key point of contact for separate account managers within the wrap program. •Establish new manager interfaces with APL system. •Maintain relationships with APL vendor and various clients and broker/dealers. •Manage trading, operational and product related issues and/or inquiries. •Daily reconciliation of separately managed accounts. •Release daily trade files to APL system. •Establish and… Show more •Oversee day to day operations of FundQuest-sponsored wrap accounts. •Serve as key point of contact for separate account managers within the wrap program. •Establish new manager interfaces with APL system. •Maintain relationships with APL vendor and various clients and broker/dealers. •Manage trading, operational and product related issues and/or inquiries. •Daily reconciliation of separately managed accounts. •Release daily trade files to APL system. •Establish and maintain accounts for APL trading. Show less



PFPC Global Fund Services

• Client Service Liaison

  • Apr 1997 - Mar 2004

  Analyzed and resolved daily operational and technical issues. Provided trend analysis reports for Senior Management. Conducted client visits for product rollout and operational/technical support. Trained new client-service representatives on procedures, internal workflow and systems.

• Product Manager

  • Apr 1997 - Mar 2004

  Overall product responsibility for DAZL E-commerce financial software product line. Developed web marketing strategy, sales presentations, and marketing collateral. Managed vender and client relationships. Responsible for client service and end-user support and ensured client expectations were met or exceeded. Assisted in increasing revenue and brand awareness by the successful development and implementation of new products within existing product families.