Judith Dalbis

Judith Dalbis

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location of Judith DalbisGarrison, New York, United States

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  • Timeline

  • About me

    Executive Assistant to the Chief Operating Officer

  • Education

    • State University of New York College at Oswego

      1982 - 1986
      Bachelor’s Degree Economics/Psychology

      Activities and Societies: Alpha Sigma Chi Sorority Double majored in Economics and Psychology

  • Experience

    • Equitable Advisors

      Sept 2013 - Apr 2021

      Handles all day to day branch operations activities for 25 employees including:- Managing the daily compliance log to ensure all financial transactions for the branch, averaging $250,000 per day, are processed accurately and efficiently- Working with the legal department to ensure all compliance and audit activities are properly captured and maintained- Creating, organizing and distributing all marketing materials for the various financial products provided to client investors- Recruiting over 1000+ new perspective sales team members using SEO software tools, on-campus career fairs and networking events, then evaluating resumes to help determine branch candidatesSkills: Proficient in Word, Excel, PowerPoint, LinkedIn, Facebook Business, Onedrive, MS Teams, Sharepoint, SalesforceCertifications: - NYS LA & H Monitor- NYS Notary Public Certification Show less

      • Branch Office Administrator & Operations Lead

        Sept 2013 - Apr 2021
      • Branch Office Administrator & Operationals Lead

        Sept 2013 - Apr 2021
    • Catania, Mahon & Rider, PLLC

      Apr 2021 - Oct 2023
      Office Coordinator
    • The Garden Conservancy

      Apr 2024 - now
      Executive Assistant to the Chief Operating Officer
  • Licenses & Certifications

    • Notary Public Commission

      New York State Unified Court System
      Jan 2020