Fidelity Investments Sep 2015 - Apr 2018
Senior Manager, Defined Benefits
Vestmark Sep 2015 - Apr 2018
Account Manager
State Street Jul 2007 - 2014
Assistant Vice President, Client Service Wealth Management Services
Investors Bank & Trust 2004 - Jul 2007
Senior Manager Client Services, Institutional Custody Services
State Street 2000 - 2004
Client Service Manager, Institutional Custody Services
Education:
Salem State University 1989 - 1994
Bachelors, Bachelor of Science, Business Administration, Management, Business Administration and Management
Salem State University 1988 - 1993
Skills:
Financial Services Mutual Funds Securities Client Services Equities Fixed Income Banking Management Risk Management Corporate Actions Fund Accounting Back Office Global Custody Middle Office Back Office Operations Account Reconciliation Financial Risk Sei Trust 3000 Global Plus Custodial Services Class Actions Mergers and Acquisitions
Interests:
Animal Welfare Environment
Certifications:
Customer Focused, Level 2 Diplomat, Level 2 Attitudes For Service, Cool Head Level 2 Active Listener, Level 2, Customer Service Essentials Customer Focused, Level 1
Corporate Headquarters West Orange, NJ, 07052Vice President - Morris County Division at Jordan... Past: Residential Sales/MarketingSpecialist at Weichert Realtors, Broker/Manager West Orange at...
St. Gerard Majella School Markham IL 1962-1965, Highlands Elementary School Hazel Crest IL 1965-1968, Canterburry Junior High School Markham IL 1968-1970
Community:
Leslie Hlad, James Casey, Laurine Hennessy, Debbie Roberson, Phyllis Gubson, Celia Brimage, Frank Stein, Denise Horn, Steve Ramberg, Susan Davies, Connie Leutik
Biography:
I have two kids. A daughter,Charity, and a son, Jimmy. Two grandchildren, Logan, 1...