Experience

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  Pfpc inc

  Jan 2004 - Oct 2005

  Investment service specialist

  Processed shareholder monetary transactions and performed maintenance’s on retirement and retail mutual fund accounts. Placed outbound calls brokers/reps, and shareholders resolve issues regarding account discrepancies. Provided shareholders with account balances, historical transactions, and marketing information.Served as point of contact for problem resolution of shareholder account discrepancies which could entail extensive account research.

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  Rolloversystems inc

  Oct 2005 - Jul 2008

  Retirement account manager

  Generated record leads per month by cold calling individual 401k participants nationwide to assist with rolling their 401k plans into IRA accounts within the company network. Trained new account reps and identified educational needs. Managed and recorded VoIP wave files using NICE recording software as main greeter, providing directive communication to clients and businesses.Tracked participants using Salesforce. Contributing author of the workflow analysis team by developing project initiatives for implementing the policy and procedures manual. Analyzed user applications and identified areas of improvement. Collaborated with the technology team for enhancements. Incorporated visual diagram charts of workflow using PPT. Managed and recorded VoIP wave files using NICE recording software as main greeter, providing directive communication to clients and businesses. Show less

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  Vanguard

  Sept 2008 - Sept 2009

  Retail operations specialist (seasonal job)

  Reviewed Shareholder documents, performed maintenance's on accounts. Processed redemption's/distributions. Researched and verified account discrepancies by making outbound calls to shareholders.

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  Lpl financial

  Apr 2010 - Oct 2011

  Operations specialist

  Distributed funds from “high net worth” accounts; via ACH, Federal wire or by check. In addition to proceed earnings and voiding stale dated checks.Coordinated presentations for company-wide “job shadow” program for internal employees. Provided training for multi-functional roles among co-workers. Monitored and participated in project life cycles while serving as an author of the 2011 internal “iKnow Intranet Project”. Ability to expand job responsibilities, suggests improvements, and collaborates with others to generate ideas to develop processes on existing workflows.Analyzed statistical data for daily and weekly productivity. Prepared various versions of reports with written communication to management and staff. Reliable associate for inbound/outbound calls; over 100 calls per day; reviewed client capabilities with Financial Advisors and internal staff. Show less

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  Pentegra retirement services

  Oct 2011 - Jun 2013

  Project coordinator

  Project Coordinator to the Conversion team for new business. Assisted with the conversion of more than $450 million in plan assets and over 120 retirement plans. Served as liaison for account managers, clients and advisers. Served as point of contact for all life insurance held in qualified plans. Prepared contracts for plan sponsors, coordinated asset transfers, enrollment information and trust accounting functions as needed. Member of the Compliance committee; documented industry regulation updates and saved onto a shared drive for research. Proficient in digital business application Pension Pro, which streamlined and developed workflow solutions throughout the company. Included in the marketing strategy which campaigned to clients using the same Pension Pro digital system which measured analytical results. Supported plan administrators by a creating plan review analysis, clears suspense items, account maintenance's and completes life insurance incidental limits. Show less

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  Tiaa-cref - via mom corp staffing

  Oct 2014 - Apr 2015

  Marketing project coordinator

  • Participated in UAT testing for Cvent-Siebel pilot which was implemented as a new application to teams for the RSVP solution for workshop confirmations.• Responsible for tracking inventory, materials, participants then providing analytical measurement. Updates were updated in the teams SharePoint site.• Recommended strategies that could improve future workshops.• Responsible for support of the CE&A Financial Essential participant communications for use with clients and provided support to the client teams regarding support materials. Identified trends and areas for improvement. Coordinated end to end activities associated with an in person/ web workshop; including but not limited to scheduling facilitators and on-site logistics, orders within several internal systems. Show less

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  Bank of america merrill lynch

  Oct 2016 - Mar 2018

  Business analyst

  Risk Management Investment & Banking Solutions Technology• Facilitated staff meetings and served as a liaison for team members and technology groups. • Obtained project updates of mitigation or monitoring details from Project Manager or tech teams. Also provided summary to management regarding action steps, mitigation proposals and timelines. Updates were then included in the team SharePoint site. • Provided email of data analytics for risk management teams and executives using Excel VLOOKUP and downloaded information from internal global site. This includes bi-weekly and monthly/quarterly metrics. • Assisted with the coordination of producing procedural guidelines for Observation and Audit issues. Uploaded those guidelines with flowcharts and diagrams for training purposes. • Distributed meeting agendas, created and monitored the team Outlook mailbox, managed distribution groups, and managed the centralized SharePoint. Show less

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  Imperfect paige publishing

  Nov 2020 - now

  During the onset of the pandemic, I became inspired to start my own publishing company. Starting as a hobby to an integrated LLC.

  • Founder and Author

    Nov 2020 - now

  • Founder

    Nov 2020 - now
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  Bank of america merrill lynch

  Feb 2022 - Aug 2022

  It project manager

  Led a series of short term projects; including requests for decommissioning servers, storage requests, installing/uninstall servers. Also worked within workforce management which coordinated resources onboarding.