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Dynamic leader eager to contribute extensive financial expertise as well as sharp interpersonal relation and administrative skills toward actively supporting a nonprofit or social services organization
Ø Offer 9 years progressive financial and administrative experience, with comprehensive background in applying communication talents toward operations management and training administration.
Ø Effectively define, develop and implement targeted action plans to maximize operational productivity, efficiency and profitability.
Ø Dynamic communication, presentation, relationship building and problem-solving abilities.
Ø Excel at interacting with broad populations including senior management and staff as well as clients and external contractors.
Branch Banking and Trust Company - Raleigh, NC 1999-Present
Team Liaison/Portfolio Accounting & Trading Systems Analyst/Investment Officer (2004-Present)
Promoted to contribute dynamic communication skills toward handling all aspects of day-to-day portfolio accounting and auditory functions, while effectively interfacing with management team and facilitating team meetings.
Apply industry expertise and organizational abilities in maintaining trading platform and MOXY through daily imports, as well as updating client files, security information and security pricing, demonstrating exceptional management and organization skills in achieving goals and timelines.
Proficiently coordinate with compliance team to ensure proper integration of trade platform.
Performed system-related quality assurance audits and supported external audit processes.
Exhibit leadership qualities in training employees and facilitating local and regional training sessions.
Advent Administrator (2002-2004)
Proactively built and established key relationships and liaised effectively between fund directors/managers and fund custodians.
Reconciled mutual fund trades with any outstanding positional trade issues with the custodian.
Efficiently identified and resolved interface issues by conducting conference calls with custodians.
Daily Administrator/Trust Officer (1999-2002)
Served as primary contact for the noted officials within the company, as well as the plan participants.
Resourcefully maintained a portfolio of defined contribution retirement accounts while ensuring all plans complied with government guidelines.
Directly monitored the plan termination or plan movement to successor trustee.
Trust Associate (1999)
Actively contributed administrative support in assisting plan sponsor/plan participant in absence of their administrator or referred them to an appropriate team member.
Conducted comprehensive file review and analysis in order to prepare VRU, loan, census, enrollment packages and correspondence materials.
Administrative Office of the Courts - Raleigh, NC 2002-2005
Guardian ad Litem
Successfully advocated on behalf of children from diverse backgrounds to ensure that their best interests were presented to the court through the appointed GAL attorney.
Created, developed and maintained a rapport with DSS, children, parents and teachers.
Carefully reviewed DSS case files and performed interviews with individuals involved with the child in order to conduct a comprehensive needs assessment and prepare volunteer court reports.
Bachelor of Business Administration (Major in Trust/Pre-Law & Minor in Financial Planning) - Campbell University (Buies Creek, NC), 1998
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