Trading Supervisor

• Mar 2019 - Present

Trading, Operations, and Research Services Representative

• Apr 2016 - Feb 2019

- Executes trades including equities, fixed income, alternatives and options for both institutional and retail clients. - Aggregates, archives, and disseminates research reports on stocks and sectors in client portfolios, watch lists, and on an ad hoc basis. - Utilizes Bloomberg terminal to access performance, holdings, fixed income data, and track analyst coverage. - Responsible for managing daily reporting to monitor trade activity, commissions, maturing bonds, fund flows, and client holdings. - Acts as the main point of contact for retail and institutional clients to initiate transactions, provide information, resolve issues, and maintain relationships. - Handles daily operations of the firm including maintaining office systems, correspondence, vendors, supplies, and IT support.

Senior Client Services Representative

• Oct 2007 - Apr 2015

Assists brokers, custodians and individual clients with transactions, research and inquiries regarding Invesco mutual funds.Works with the Dealer Services, Retirement, Tax and Legal deprtments to resolve problems and address questions. Ranked at top of the Department based on lowest number of errors. Winner of multiple interdepartmental competitions on accuracy of work, informing investors about Invesco promotions, informing brokers about upcoming web casts, etc.Member of Department committee to improve Invesco’s Client Services Team website, customer forms and procedures.

Global Performance Measurement and Risk Representative

• Nov 2013 - Apr 2014

Assisted the Global Performance Measurement and Risk Team with the transition from Statpro to the Eagle financial analysis and reporting software system. Multiple software packages used in various company offices were consolidated into a single worldwide system with improved capabilities. Recommended how the new system should be configured, which features should be used and content of the reports generated. Assessed capabilities and statistical calculation methods of the new system compared to existing systems. Surveyed users in 5 countries regarding their use of Statpro to ensure all needs are met and a smooth transition to the new system.Created multiple PowerPoint user guides to train employees on how to use Eagle. Assisted the Product Management Team by researching performance and attribution. Researched individual stocks to determine impact to fund returns and assisted with fund commentaries.Assisted the Product Information Team. Verified data for quarterly fund fact sheets. Checked accuracy of return calculations and other data. Prepared data to support presentations by other departments.