Experience

Long Subaru
• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee
• Sales Consultant

  • May 2023 - Present


MetroWest Acura

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Sales And Leasing Consultant

  • Feb 2023 - May 2023

  Maintained rapport with previous customers and suggesting trade-ins. • Demonstrated vehicle features and accompanied customers on test drives. • Demonstrates automobiles by explaining warranties and services. • Closed sales by overcoming objections, asking for sales, negotiating prices, and completing sales and purchasing contracts. • Provided sales management information by completing reports. • Assisted with the setup of the showroom and displays. Maintained rapport with previous customers and suggesting trade-ins. • Demonstrated vehicle features and accompanied customers on test drives. • Demonstrates automobiles by explaining warranties and services. • Closed sales by overcoming objections, asking for sales, negotiating prices, and completing sales and purchasing contracts. • Provided sales management information by completing reports. • Assisted with the setup of the showroom and displays.



Herb Connolly Acura of Framingham

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Product Specialist

  • Aug 2018 - Feb 2023

  Demonstrated products effectively and safely. • Maintained personal CSI score of 99%. • Organized prospect and client data through CRM to maintain constant contact. • Averaged deal size of $50,000. • Collaborated with finance to ensure 100% client satisfaction. Demonstrated products effectively and safely. • Maintained personal CSI score of 99%. • Organized prospect and client data through CRM to maintain constant contact. • Averaged deal size of $50,000. • Collaborated with finance to ensure 100% client satisfaction.



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• Senior Representative/Analyst Fund Accounting

  • Apr 2007 - Dec 2017

  Supervised and managed the operations of teams consisting of 3 to 5 associates alongside manager.• Confirmed all cash activities outgoing domestic and international wires.• Approved and verified equity, money market, and mutual fund trades in accordance to strict policies.• Monitored and processed dividend and interest income, special dividends on stock accounts, and analyzed corporate actions.• Submitted the annual and Employee Retirement Income Security Act (ERISA) reports by the required deadline.• Recipient of the BNY Mellon Outperformance award for top client service on 2 occasions. Show less

• Senior Accounting and Reporting Specialist

  • Dec 2004 - Apr 2007

  Monitored and processed dividend and interest income, special dividends on stock accounts, and analyzed corporate actions.• Managed monthly invoicing to ensure timely payments of over 10 vendors, which include wires, ACH, and check processing.• Point of contact to support areas and third party groups including cash, accounting, reconciliation, and reporting of client activities and initiatives.• Trained and acclimated new team members.• Facilitated client's trading activities by interacting with internal mutual fund team, trading desk and fund families.• Ensured that client information and activities remained in compliance with internal policies and adhere to external regulatory standards. Show less

• Accounting and Reporting Trust Specialist

  • Nov 2003 - Dec 2004

  Processed and supported complete, accurate, and timely valuation of 4-7 daily valued portfolios.• Identified, researched, and resolved cash and unit discrepancies due to daily cash activity for 7 clients.• Settle trades and reinvest cash balances daily, monthly, quarterly, and yearly.• Processed all client directed activity such as but not limited to investment management, legal, and record keeping fees.• Contributed independently to prepare and deliver monthly, quarterly, and yearly financial statements to clients. Show less



State Street

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Accountant

  • Jun 2000 - Jun 2003

  Prepared and distributed 3-5 monthly financial statements. • Updated expenses on 2 accounting systems and ensured accuracy. • Posted between 9 and 11 dividends on accounting platform using rates retrieved from Bloomberg. • Verified prices and foreign rates with third party vendors. • Distributed prices to clients and appropriate third parties Prepared and distributed 3-5 monthly financial statements. • Updated expenses on 2 accounting systems and ensured accuracy. • Posted between 9 and 11 dividends on accounting platform using rates retrieved from Bloomberg. • Verified prices and foreign rates with third party vendors. • Distributed prices to clients and appropriate third parties