Experience

Madison Pension Services, Inc.
• United States
• Financial Services
• Office Manager

  • Jun 2017 - Present


Independent

• Uganda
• International Trade and Development
• 1 - 100 Employee

• Independent Contractor

  • 2016 - 2017

  West Harrison, NY Providing administrative support, which entails screening, responding to telephone calls, emails, travel arrangements, outlook calendar support and coordination of executives day-to-day.



Alpine Woods Capital Investors

• Internal Wholesaler

  • Sep 2014 - May 2016

  • Effectively manage relationships with financial advisors to successfully drive business for my territories. • Took on scheduling duties to facilitate external wholesalers’ territory loops and sales circuits • Work with financial advisors, present market outlooks and make product recommendations. • Proficiency in fixed income and equity mutual funds.

• Sales Support

  • Mar 2012 - Sep 2014

  • Assisted Managing Sales Director with day to day activities. • Prepared and managed spreadsheets of sales and activity reports for all wholesalers. • Managed expense reports and budgets. • Sent out materials to financial advisors at wholesalers’ request.

• Private Wealth Group – Portfolio Administrator

  • May 2005 - Mar 2012

  • Provided a variety of comprehensive support to clients. • Processed transactions: Fed wires, ACH (s) and transfers of securities. • Maintained contact with clients and acted as a liaison to client’s accountants, legal counsel and other professionals. • Prepared and reviewed quarterly and year-end client performances.

• Receptionist

  • Sep 2003 - May 2005

  • Professionally answered and transferred calls. • Properly greeted guests for appointments. • Filed financial documents for the private client group • Worked closely with the Controller of the firm organizing and paying bills. • General office tasks.