Experience

INSPIRA FS
• Netherlands
• Spectator Sports
• 1 - 100 Employee
• Senior IRA Operations Specialist

  • Nov 2008 - Present


Sungard Asset Management

• United States
• Software Development

• STN Expediter

  • Jan 2004 - Jul 2007

  Accurately handle and support client requests for product service and procedural information for various money market funds. Resolve client issues, research and troubleshoot discrepancies relating to transaction processing of mutual fund trades / tables on the STN / Expediter platform. Accurately handle and support client requests for product service and procedural information for various money market funds. Resolve client issues, research and troubleshoot discrepancies relating to transaction processing of mutual fund trades / tables on the STN / Expediter platform.



Wachovia Securities, LLC

• Administrative / Operations Manager

  • Feb 2001 - Jan 2004

  Performing administrative tasks related to customer accounts and trade transactions, as well as other related tasks to the operation of the branch office. This includes planning and preparing for daily activities, maintaining the calendar of appointments, processing messages and reports from the Richmond home office, processing customer deposits and securities, and entering client trade transactions upon written request. Also, daily accounting responsibilities of A/P and A/R. Supervising employees in maintaining high customer service standards. Train new staff in policies and procedures. Assist staff as needed. Show less