Perin Levine

Experience

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  Keller Williams Realty

  Oct 2006 - Aug 2008

  Bookkeeper

  Handled everyday accounting processes Improved organization with rejuvenated file system to increase efficiency Managed a large budget- bill payments, taxes, payroll etc.Principal knowledge of real estate and proceedings

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  Coghlan Financial Group

  Jun 2009 - Oct 2009

  Financial Advisor Intern

  Helped in the process of closing retirement packages, and giving warm leads to Financial Advisors. Made cold, warm and hot phone sales as well as worked with clientele to make sure they are fully satisfied with their product.-Learned the of fundamentals of retirement planning and other financial planning services-Acted as a liaison between clients and Financial Advisors-Managed sales calls and appointments-Managed data base entry and spreadsheet generation

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  Wells Fargo Bank

  Dec 2009 - Mar 2011

  Personal Banker

  Managed customer portfolio, services relationships and cross-sell all products and services. Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Developed and maintained relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Used profiling analysis tools to identify cross sell opportunities and makes outbound sales calls by phone or in person to increase product per customer ratio-Customer service and sales experience-Identifies sales opportunities through product knowledge -Utilized financial knowledge to recommend correct products-Created reports on sales figures to report to upper management -Reached highest monthly and quarterly goals consistently-Learned and complied with all controls and federal regulation Show less

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  Vanguard

  Mar 2011 - Oct 2020

  -Responding promptly, and accurately to incoming client inquiries from brokerage clients regarding the placing, status, and execution of individual security orders; -Explaining various types of retirement plans including contribution limits, conversions, recharacterizations, distributions, and other basis retirement rules and regulations; understanding and explaining security basics on Vanguard and non-Vanguard funds (class, type, load, marginability, minimums, transaction details). -Broad knowledge of the securities industry including order types and qualifiers; understanding and explaining the basic components of margin accounts and trading balances.-Executing equity, mutual fund, ETFs, and basic option trades accurately and efficiently; discussing large block equity, large and complex options, and fixed income trades for accurate and efficient execution-Knowledgeable of ADRs, Limited Partnerships, Fixed Income products, Options, ETFs, Preferred Stocks, Rights, Warrants, Initial Public Offerings, etc. -Corporate actions and reorganizations.-Understanding and explaining best execution practices including exchange routing, time and sales data, and basic order handling rules and regulations. Show less

  • Conversion Manager - Institutional Implementation Services

    Sept 2017 - Oct 2020

  • Manager - Institutional Participant Services

    Apr 2016 - Sept 2017

  • Specialty Brokerage Operations - Margin Manager

    Nov 2013 - Apr 2016

  • Credit & Margin Analyst

    Apr 2012 - Nov 2013

  • Brokerage Associate

    Mar 2011 - Apr 2012
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  Infosys BPM

  Oct 2020 - Apr 2022

  Retirement Conversion Manager & Business Transformation Lead
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  Infosys

  Feb 2022 - May 2024

  Senior Manager of Strategy and Business Development for Infosys' Retirement Center of Excellence
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  Deloitte

  Jun 2024 - now

  Senior Consultant