Experience

Global Pharma Tek

• United States
• Pharmaceutical Manufacturing
• 100 - 200 Employee

• Deskside Support Technician

  • Aug 2022 - Present

  Onsite Deskside Support Technician at Otsuka America Pharmaceutical, Inc. ● Troubleshoot technical issues for all IT devices, software and systems ● Resolve issues with Microsoft Office, Outlook, Teams, One Drive and other commonly used applications ● Assist with network connectivity issues ● Handle hardware issues and replacements Onsite Deskside Support Technician at Otsuka America Pharmaceutical, Inc. ● Troubleshoot technical issues for all IT devices, software and systems ● Resolve issues with Microsoft Office, Outlook, Teams, One Drive and other commonly used applications ● Assist with network connectivity issues ● Handle hardware issues and replacements



Hartmann Doherty Rosa Berman & Bulbulia LLC

• United States
• Law Practice
• 1 - 100 Employee

• Paralegal - Wills, Trusts & Estates, Real Estate; IT Support

  • Feb 2018 - Aug 2022

  ● Experienced Real Estate & Trusts and Estates Paralegal responsible for preparing and E-filing documents for will signings, estate administration and real estate transactions in NY & NJ and conducting legal research as needed. ● Licensed as a New York and New Jersey Notary Public ● Oversee IT functions of the firm with four office locations, including upgrading and modernizing the firm’s systems, rolling out AV software, and handling day-to-day operations of the firm ● Responsible for onboarding all new hires ● Responsible for ordering and tracking assets for the company (computers, docks, etc.) ● E-mail admin responsible for provisioning and support ● Primary admin for Dropbox and remote cloud storage ● Basic IT troubleshooting (copiers, network, phones, server room support, etc.) ● Provide documentation and troubleshooting steps to internal clients ● Coordinated move of two offices and headquarters to new office space ● Involved in the rollout of new phone systems, responsible for testing and validation ● Develop and maintain vendor relationships



Newport Vista Inc.

• Edison, NJ

• Founder and Operations Manager

  • Dec 2013 - May 2018

  ● Founded corporation to provide specialty services to high net worth individuals and trusts ● Exclusive provider to a large family trust for management of all aspects of business and personal affairs of main beneficiary ● Coordinate household and portfolio administration ● Handle travel and scheduling for beneficiary and business partners ● Founded corporation to provide specialty services to high net worth individuals and trusts ● Exclusive provider to a large family trust for management of all aspects of business and personal affairs of main beneficiary ● Coordinate household and portfolio administration ● Handle travel and scheduling for beneficiary and business partners



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Registered Client Service Associate

  • Oct 2008 - Dec 2013

  ● Supported the business operations of 6 financial advisors with heavy client loads and extensive telephone coverage ● Played a central role in enhancing the client experience through careful monitoring and tracking of all client requests ● Created sales and marketing materials and participated in client meetings ● Drove firm initiatives and ensured compliance with all yearly audits ● Took initiative on any sales opportunities presented through client interaction ● Consistently praised by clients for service and ability to explain complex information ● Transitioned Morgan Stanley team to UBS and retained over 90% of targeted clients



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor/Sales Assistant

  • Jun 2004 - Oct 2008

  ● Requested by Sales Manager to mentor new branch financial advisors on asset allocation and provide training on efficient frontier software ● Preserved a $12 million client relationship leading Morgan Stanley to change their policy on the tax reporting of bond premiums ● Interpreted firm strategies for implementation within client portfolios and presented such strategic planning at discovery meetings and seminars ● Requested by Sales Manager to mentor new branch financial advisors on asset allocation and provide training on efficient frontier software ● Preserved a $12 million client relationship leading Morgan Stanley to change their policy on the tax reporting of bond premiums ● Interpreted firm strategies for implementation within client portfolios and presented such strategic planning at discovery meetings and seminars



Trust Company Bank

• Closter, NJ

• Sales Associate

  • Jan 2002 - Jun 2004

  ● Provided and recommended various investment solutions within the confines of my licensing ● Awarded at a special dinner for being part of a team which originated over $10 million in mortgages during 2003 ● Led the marketing and advertising campaigns at my branch and sent to other branches to develop innovative marketing campaigns related to mortgage refinancing ● Consistently met and frequently exceeded quarterly goals; averaging 160% of goal expectations ● Provided and recommended various investment solutions within the confines of my licensing ● Awarded at a special dinner for being part of a team which originated over $10 million in mortgages during 2003 ● Led the marketing and advertising campaigns at my branch and sent to other branches to develop innovative marketing campaigns related to mortgage refinancing ● Consistently met and frequently exceeded quarterly goals; averaging 160% of goal expectations



Bear, Stearns Securities Corp

• New York, NY

• Client Services Representative-Operations Training Program

  • Jan 2000 - Nov 2001

  ● Reviewed and responded to inquiries regarding operational and trade complaints ● Responded to inquiries from clients and various regulatory agencies and frequently replied to letters directed to senior management regarding operational and trade complaints ● Maintained precise statistical data on volume and category of verbal and written correspondence to ensure compliance with NYSE, SEC and NASD regulations ● Provided and recommended various investment solutions within the confines of my licensing