Experience

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  TD Bank Wealth Management Group

  • Private Client Service Associate

    • Jun 2005 - Present

    Work closely with Estate Department when closing an estate and Tax Department for clients for whom tax returns are preparedSupport over 300 active client relationships Review and interpret multiple types of trust agreements and willsReview and prepare new account documentation to ensure compliance with bank policies and practices, as well as state laws and recommend and implement operational changes when necessarySkill set includes, opening accounts, execution of trades, resolving customer service issues, preparing presentation and proposal materials, coordinate mailings, maintaining files, processing client transactions, performing basic research, coordinating internal communications and providing general supportProven ability to work in a client-driven environmentProvide direction and assistance to operational staff on asset transfers and reconciliations and many other various client issuesMaintain various databases and computer systems, entering transactional and other data, updating information as necessary and ensuring data accuracy; creating reports summarizing information as requiredExtensive knowledge of FIS/TrustDesk, Salesforce, TrustEase Administrator's Workstation, InvestEdge,

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  Jack Conway & Co., Inc.

  • Real Estate Agent

    • Jan 1999 - Jan 2001

    Conducted presentations utilizing Comparative Market Analysis tools to explain current market conditionsAdvised sellers on pricing and staging of propertyDeveloped advertising and marketing strategies; hosted open houses and toursNegotiated sales of residential properties for buyers and sellersPrepared listing agreements, offers to purchase, purchase and sales agreements and various other contract documentsScheduled and attended home inspections with various contractor and service organizations and managed sale process coordinating clients, customers, attorneys, inspectors and appraisersTop in Sales November 2002, Sandwich Office

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  Today REAL ESTATE

  • Real Estate Agent/Assistant

    • Jan 1989 - Jan 1999

    Member of top sales team at Today Real Estate, "Team 300"Prepared Purchase and Sale AgreementsScheduled and conducted showings, attended closing and home inspectionsDeveloped marketing material for top sales agentsPersonal leave to raise

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  United Bank & Trust

  • Credit Analyst

    • Jan 1986 - Jan 1989

    Offered Officer position prior to maternity leave by VPSupervised expanding administrative staffEffectively assisted in the establishment of the Credit Investigation/Inquiry UnitImproved format of various reportsUpdated executive management monthly with commercial loan reportsDeveloped various monthly financial reports and supported lending staff

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  Advest Bank

  • Loan Service Representative

    • Jan 1984 - Jan 1986

    Involved in underwriting process of commercial loans and assistant to Vice President in Commercial LendingInterviewed and screened candidates for clerical position

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  L. Petrini and Son

  • Accounting Assistant and Store Manager

    • Jan 1982 - Jan 1984