Investment Accounting Operations Manager

• Dec 2021 - Present

Senior Investment Administrator

• Dec 2019 - Dec 2021

Lead Analyst, Business System Admin

• 2004 - Nov 2019

Administration of investment accounting systems for securities and commercial mortgages; serve as liaison between business users and information technology; input and maintain securities information in investment accounting system; prepare investment compliance reports for executive committee; create and distribute reports for internal customers; maintain relationships with system vendors

General Accounts Securities Accountant

• 2002 - 2004

Prepared quarterly/annual securities reports for regulatory and internal reporting; input and maintained securities information in investment accounting system; verified internal securities information and transactions corresponded to custody bank information

Separate Accounts Specialist

• 1998 - 2002

Maintained all separate accounts activity

Variable Universal Life Client Services Representative

• 1996 - 1998

Submitted and maintained client policy information for the VUL product working closely with agents, underwriters and clients.

Client Service Assistant

• Sep 1992 - May 1996

Worked with clients, brokers and branch operations to open and maintain customer accounts Worked with clients, brokers and branch operations to open and maintain customer accounts