yyyyyy x. yyyyyy

 

dynamic, ambitious, and intelligent business professional with broad based experience in finance management, client relations, account administration, and strategic planning.  eager to contribute strong business management, team leadership, communication, and problem solving skills toward supporting the goals of a progressive employer. 

core competencies include:

 

detail oriented and accurate | business analysis/process improvement | cultivate internal & external alliances

decision making/problem solving | quick to foster confidence/trust | persuasive & effective speaker

risk assessment/loss mitigation | customer retention and relations | computer savvy/ms office

 

 

2008 to present:  asb capital management, a division of chevy chase bank, bethesda, md

assistant vice president of investment systems and client reporting

   lead account reconciliation strategies on client accounts valued at $500mm+; ensure timely and accurate settlement of equity and fixed products.

   apply strong leadership talents toward directing day to day activities of support staff; collaborate with management team and sales trading representatives to identify and minimize potential risk, and support the integration of technical and software solutions to meet internal needs.

   leverage strong research and problem solving skills to resolve exceptions due to corporate actions; issue notifications, interpret legal requirements and support objectives for compliance and conformance.

   effectively update performance index files on managed portfolio, open and close investment accounts, and contribute toward creating standardized manuals to enhance staff training results.

 

1996 to 2008:  carderock capital management, inc., chevy chase, md

account administrator/back office operations

   developed strong relationships with brokers, key clients and internal business units to support account management strategies for this bank offering wealth management services.

   managed high volume account transfers, processed cash transactions, and effectively handled security trades operations integrating strong knowledge of reporting and compliance requirements.

   leveraged strong communication and organizational skills to produce and distribute quarterly reports to clients, trustees, attorney, cpa s and all others internal and external parties.

   performed upgrades and maintenance of investment software applications, created documentation for employee manuals, and processed client billing  to optimize cash flow and revenue results.

 

1993 to 1996:  blake construction co, inc., washington dc

executive administrative assistant

   provided high level administrative assistance for vp of property management; created comprehensive work schedules, managed personnel administration, and organized insurance and claim files for 7 partnerships.

 

 

strayer university, washington, dc - master of business administration

university at albany/ suny, albany, ny - bachelor of arts, political science, minor in african american studies

 

memberships/affiliations

security services skills certificate

2000:  member, american bankers association, washington, dc

2006 to 2008:  member, advent users group,  maryland

2009:  bloomberg systems navigation | 2008:  bloomberg download and microsoft export function training 

2000:  the depository trust company - sid training