Terri Lo Sasso

Experience

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  EF HUTTON

  Jan 1982 - Jan 1985

  BRANCH LIASON

  Branch Liason for the Atlantic Region- trained new Operational staff in the New Account, Cashier and Wire Operator positions. Assisted Branch Offices in preparation for internal audits. When needed covered for branch employee vacations in the Operation area.

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  Morgan Stanley, The Denver Group

  Sept 1985 - Aug 2014

  Senior Client Service Associate

  Assist Sr. Financial Advisors in an Administrative capacity. Give personal service to all our clients, treat them like family. First interaction between clients, Financial Advisors and back office. Handle high volume in incoming calls. Resolve problems in an expeditious time frame. Provide account information to clients and Financial Advisors, Processed mailings, issuing checks, wire transfers, processing trades and correcting trade errors , Responsible for maintenance, issue checks, wire transfer international and domestic funds, account transfers with great detail. Assist clients in redeeming outside investments or transfer them to their accounts. IRA, TRUST, ESTATE, CUSTODIAL, JOINT, SINGLE, 401K, CHARITABLE ORGANIZATIONS, LLC account service. Processed IPO, Syndicate, Insurance exchanges, gifting of stock, mergers, stock split distribution, gain and loss reports. Compliant to all company policies. Option/Margin accounts monitored. Research business and new products - assisted in preparing for internal and external Compliance audits. Assist Branch Manager, assisted in staff coverage -when vacation was taken. Train new Client Associates and assist new Financial Advisors in learning the operational part of the business.• Notary Public Show less

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  WELLS FARGO ADVISORS

  Aug 2014 - Feb 2017

  Senior Client Associate

  Assist Financial Advisors in an Administrative capacity. Handle all client service in regards to account maintenance, requests and any other type of clerical duties required. Made travel and seminar arrangements and more. I have combined my top administrative, organizing skills and attention to detail in a time sensitive working environment, to help Senior Financial Advisors in the industry, remain focused on their jobs as TOP Advisors and not worry about their individual schedules, account an award. I moved $220 million in assets in 4 months. I can solve and Give personal service to all our clients, treat them like family!Wells Fargo Advisors is a trade name by Wells Fargo Clearing Services, LLC Member SIPC Show less

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  Swissport

  Feb 2017 - Sept 2017

  Customer Service Representative

  • Greeting, check -in passengers and verify passengers' departure documents ( passport and legal entry documents) • Issue boarding pass and check-in passenger baggage • Assist unaccompanied minors and seniors with special help • Direct passengers to immigration office and/or departure gates • Comply with all security requirements • Reschedule passengers with flight interruptions or further services • Resolve customers' complaints and other duties as delegated before boarding • Boarding gate assistance, arrange all passenger on-board on time • Handle all international flight passengers documentation after departure• Cabin Appearance Agent Trainer • TSA Badge approved/ Custom Seal Show less

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  Rocky Mountain Law Enforcement Federal Credit Union (RMLEFCU)

  Nov 2017 - Dec 2017

  Teller

  • Open branch office, collect coin machine receipts• Collect deposits from ATM and overnight drop box.• Greet customers when they arrive and direct them to the appropriate depts. • Process deposits, withdrawals and other banking transactions for a high volume of members with precision.• Redeem savings bonds, issue cashier checks, money orders, initiated ach and wire transfers. • Member account maintenance.• Verify accuracy of customer deposits and checks• Resolve problems or discrepancies concerning member accounts• Balanced general ledgers for drawers and vault• Notary Public Show less

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  UBS FINANCIAL

  Feb 2018 - Aug 2018

  Receptionist

  • Greet and assist clients and visitors to the branch• Providing exceptional service• Create strong partnerships, cultivating relationships with clients and financial advisors, and coordinating with the operations function• Coordinate branch office business meetings and maintain the branch calendar• Carry out cash management functions, process securities and correspondence, and keep records• Maintain risk awareness and regulatory knowledge • Assist Compliance in client risk updates and more Show less

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  Raymond James

  Aug 2018 - Nov 2018

  Senior Client Service Associate
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  Jupiter Wealth Mgmt. LLC

  Nov 2018 - Mar 2019

  Office Manager

  Office Manager

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  Mardi Gras Gaming, Isle of Capri, Monarch

  May 2019 - Dec 2020

  Customer Service/Cashier
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  Prospect Airport Services, Inc.

  Feb 2021 - Oct 2022

  Dispatch/VIP Escort

  Avtech system passenger requesting on andoff assistance to and from airline aircraft. Receive and direct passenger assistant requests. Assist passengers to and from airline gates, baggage, pickup, departures and parking. Administrative and office duties .

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  United Airlines

  Oct 2022 - Mar 2023

  Customer Service Representative
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  Worldwide Flight Services (WFS)

  Mar 2023 - Jul 2024

  Customer Service Representative