Experience

SS&C ALPS

• United States
• Financial Services
• 100 - 200 Employee

• Investor Solutions Specialist

  • Feb 2018 - Present



PENSCO Trust Company, a subsidiary of Opus Bank

• Denver, Colorado

• Financial Services Processor

  • Feb 2017 - Jul 2017



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Clearing Services Professional- Mutual Fund Operations

  • Jul 2016 - Nov 2016

  Responsible for reviewing 529 college account transfer cases (liquidations and transfer in kind of mutual fund accounts) and completing with a high level of accuracy and timeliness. Receiving rollover checks and wires from various contra firms and communicating with said firms to follow up on cases to ensure processes were completed correctly. Working numerous OMNI processes, updating databases and making corrections to trade cases and fund box locations and mismatched items. Backing up several procedures including ACAT breaks, mutual fund transfer out, and researching cases via Vision and Advisor Central.



Scottrade

• United States
• Financial Services
• 400 - 500 Employee

• ACATS Processing Professional

  • Nov 2013 - Jun 2015

  Entered and reviewed incoming asset transfers from other brokerage firms and financial institutions through the ACATS (automated customer account transfer service) system. All incoming transfers must be completed within 24 hours of receiving, so speed and accuracy is of the utmost importance. Prepping original transfer documents and affixing with the Medallion Signature Guarantee stamp in order to send to receiving firms, cultivating a knowledge of various institutions individual procedures, and working with Scottrade branches in order to complete client's transfers in a timely manner.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Personal Banker

  • Nov 2012 - Mar 2013

  Fully certified banker working in one of the largest and most heavily trafficked branches in the Denver Metro area. Assisted customers with any banking needs including new accounts, servicing existing accounts, loans, credit cards, and billing/ statement support. Worked extensively to provide sales and service solutions and create an outstanding customer experience and become a personal liaison for all financial needs through building a lasting relationship with clients. Fully certified banker working in one of the largest and most heavily trafficked branches in the Denver Metro area. Assisted customers with any banking needs including new accounts, servicing existing accounts, loans, credit cards, and billing/ statement support. Worked extensively to provide sales and service solutions and create an outstanding customer experience and become a personal liaison for all financial needs through building a lasting relationship with clients.



T-Mobile

• United States
• Telecommunications
• 700 & Above Employee

• Retail Sales Representative

  • Oct 2010 - Nov 2011

  Qualifying prospects into wireless communications solutions, coupled with value- added services to suit a rapidly growing customer base. Technical support and assistance with numerous wireless and mobile internet products. Performing in a team environment with consistently changing sales expectations and goals in order to meet a sometimes demanding store quota. Assisting with marketing, inventory and overall store operations on a daily basis up to and including opening and closing the facility. Qualifying prospects into wireless communications solutions, coupled with value- added services to suit a rapidly growing customer base. Technical support and assistance with numerous wireless and mobile internet products. Performing in a team environment with consistently changing sales expectations and goals in order to meet a sometimes demanding store quota. Assisting with marketing, inventory and overall store operations on a daily basis up to and including opening and closing the facility.



AT&T

• United States
• Telecommunications
• 700 & Above Employee

• Retail Sales Consultant

  • Oct 2005 - Aug 2009

  Responsible for meeting sales goals and expectations on a monthly basis in a consistently changing industry. Trained extensively on wireless products and services in order to better assist customers in product selection and technical support assistance. Marketing, inventory and ordering processes required on a daily basis. Numerous awards for sales and customer service. Quickly became a tenured representative with a history of going above and beyond in order to assure the continued satisfaction customers, as well as a source of knowledge to other representatives within the store. Trusted with management duties including keys to store, alarm and safe codes and operating the facilities in the absence of direct supervisors.