Experience

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  Undisclosed

  • Downtown Boston, Massachusetts, United States

  • Senior Client Management Consultant

    • Oct 2019 - Present
    • Downtown Boston, Massachusetts, United States

    • Delivers exceptional, proactive service. Builds relationships with Financial Advisors, internal business partners, and clients.• Services existing client relationships (including calling, meeting, corresponding and addressing requests and transactions) with the highest level of service and pro...

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  Zumba

  • Licensed Zumba Instructor

    • Mar 2013 - Present

    Lead student in Zumba classes, a Latin-based dance fitness class.

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  Boston Advisors

  • Boston, MA

  • Portfolio Manager Assistant

    • 2010 - Sep 2019
    • Boston, MA

    (Acquired by Undisclosed Company on 10/1/19)The Portfolio Manager Assistant provides administrative support to a team of Portfolio Managers servicing high net worth clients in the areas of client meeting materials, quarterly reporting, account maintenance (opening/closing accounts), responding to...

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  CB Richard Ellis Investors

  • Administrative Assistant

    • 2008 - 2009

    Provided administrative support to two managing directors, including their teams.* Answered switchboard, opened/sent mail and overnight deliveries, greeted guests, andordered supplies for the office.* Provided computer support.* Created letters, reports, spreadsheets, listings, etc. using Microso...

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  Coldwell Banker The Condo Store

  • Closing Coordinator/Sales Associate/Marketing Assistant

    • 2005 - 2008

    * Coordinated main office in Boston, providing assistance to other projects in MA and throughout the country.* Created and managed databases to track all sales and pending-sales activities.* Established absorption and sales schedules.* Completed competitive analysis, pricing of project, and ongoi...

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  State Street Bank

  • United States
  • Financial Services
  • 700 & Above Employee

  • Tax & Compliance Account Manager

    • 2004 - 2005

    Investor Reporting Services; Responsible for regulatory and legal filings for transfer agent group.* Responsible for creation of IRS tax forms for shareholders, IRS tax reporting, andstate tax reporting.* Oversaw the completion of all mail correspondence requests and audit requests fromclients.* Assisted in DDA reconciliation for funds with long-standing exceptions.* Assisted as account manager in the transfer agent group as necessary.* Responsible for the completion of federal filings for the transfer agent group.

  • Financial Analyst II (Schoolhouse Capital)

    • 2002 - 2004

    Assisted in the development and implementation of improved techniques for the dailytrading and share reconciliation, resulting in timelier processing.* Successfully worked on a team to research and reconcile pending records in the amountof over $300,000.00.* Tracked monthly commissions, including turnaround time in order to ensure timelypayment for dealers.* Created a billing process for our dealers and transfer agents to recoup money fromincorrectly placed trades.* Created a business continuity plan for Schoolhouse Capital.* Managed the daily DDA reconciliation and investigated any disparities with externalcustody group.

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  Scudder Investments

  • Mentor Trainer

    • Mar 2001 - Apr 2002

    · Assisted in creating and facilitating curriculum for new hire groups and advanced training for tenured representatives. · Increased pass rate for new phone representatives from approximately 50% to 90%, resulting in substantial savings by designing and executing Series 6 training.

  • Investment Representative

    • Jul 2000 - Apr 2002

    Provided customer support to existing shareholders, including asset allocation, assetretention, and portfolio diversification. * Improved team's quality scores and productivity to meet and exceed expectations throughcoaching. * Improved retention of assets skills by increasing communication effectiveness and“needs based selling” through development and implementation of job aides for the callcenter of 150+ employees

  • Marketing Intern

    • Jul 2001 - Sep 2001

    · Supported the Marketing Department with fulfillment and direct mail campaigns by updating marketing pieces.· Assisted with retention campaign which provided savings of over $23 million.

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  Providence Bruins

  • Intern

    • 1998 - 2000

    Presided over the press box and assisted with game day promotions.