TECHNICAL SKILLS:

Computer Skills and Soft Skills: ERM (Enterprise Risk Management) process development and Implementation Project Planning & project scope, project charter development management and implementation Detail knowledge of mutual funds, stocks, bonds investments Windows 10, 8, 7, Vista, XP, Apple MAC OS, and Android OS Microsoft Office Suite, SharePoint, STATA, Web Help Desk Software, FSR, CRM & Web Imaging System, SPSS, SQL,, HTML, Database development, Websites Development, ProofPlus, Quick Silver. Data cleansing & Analysis, Research & Grant Writing, Policy Memos & Policy Briefs. Project Management & Coordination, Customer Service, Interpersonal skills, public speaking, negotiation and teamwork.

PROFESSIONAL EXPERIENCE:

IT - Project Coordinator

Confidential, Cambridge, MA

Responsibilities:

• Develop strategy for HarvardKey project for each department prior to migration from Exchange Email and Calendar to O365.
• Deliver presentations about migration to O365 and HarvardKey to all department employees and create action a plan to drive-up HarvardKey claims
• Coordination of HarvardKey claim process before and after O365 migration. Project documentation, data tracking, and weekly status reporting about the project.
• Conduct office hours and user sessions for department employees prior to migration to Office 365 and on the day of migration
• Perform other tasks as assigned by Project Manager

Mutual Funds Product Specialist III

Confidential

Responsibilities:

• Project coordination to ensure team members are up-to-date on their tasks to meet project milestones.
• Maintained the registration of Fidelity’s existing U.S mutual funds and classes of shares.
• Prepared and filed registration statements (prospectuses and SAIs) for new funds and classes of shares for initial registration with the Securities Exchange Commission (SEC).
• Worked closely with Fund Reporting, Fund Performance and Financial Publishing groups to provide disclosure and review of each U.S. sold mutual fund’s annual/semi-annual report and shareholder update.
• Produced fund proxy statements to provide appropriate information to permit an informed decision, per SEC regulation on matters shareholder will vote on.
• Filed the mutual fund documents with the SEC via EDGAR (Electronic Data Gathering, and Analysis, and Retrieval) database. Create and file statement of additional information (SAI) required in registration statement filings (SEC filing packages)

Shareholder Specialist

Confidential, Westborough, MA

Responsibilities:

• Processed financial requests for multiple mutual fund companies serviced by the Transfer Agency ensuring the service level agreement standards have been met for each client.
• Proficient at all transactions including Redemptions, Transfers, New Accounts, Exchanges, Purchases, Employee and Employer payroll deduction purchases into 529 Accounts and 401(k)/IRA Accounts, Excess Contributions, Order Placements, Order Settlements and Required Minimum Distributions.
• Ensured all legal and fund specific requirements for each client are met prior to processing a request, submit estimates, adjustments, manual checks, and wire transfers, and ensured quality control of items processed.
• Explained investment plans and procedures to Brokers, Financial Advisors & Shareholders and guided them to open new accounts as well as service existing College Savings accounts at BlackRock, Legg Mason and VOYA
• Tracked daily Funds performance of BlackRock, Legg Mason, and VOYA Funds, and provided up-to-date Fund information to Brokers, Financial Advisors and Shareholders
• Mastered Anti Money Laundering (AML), Suspicious Activity Reporting (SAR), Know Your Customer (KYC), SEC & BNY Mellon Compliance and other Mutual Funds Regulations
• Restored Financial and nonfinancial errors and ensured that all transactions are in good order before Stock market close at 4:00pm ET.
• Created and assigned resolution tickets to a Team of Specialists at all BNY Mellon locations within the United States to resolve any escalated financial discrepancies.
• Performed call outs, and sent correspondence to clarify that requests are consistent with standards, rules and regulations of BNY Mellon and its clients.

Medical Claims Assistant

Confidential, Worcester, MA

Responsibilities:

• Directed a team of 7 employees to record medical claims, whereby I maintained the claims data database
• Organized all medical claims from clients, reviewed for accuracy per company regulations regarding claim type
• Cleansed data, assigned dollar value to each claim based on the extend of damages, and whether claimant is working with an attorney, categorized claims for consistency and for easy use and interpretation by team members and managers
• Provided periodic report on team progress to supervisors, addressed any questions from clients, and simplified The Hanover Claim Process to them.

IT Help Desk Consultant

Confidential, Worcester, MA

Responsibilities:

• Diagnosed and resolved hardware, software, and network issues on personal and university devices.
• Installed software, and replaced computer Hard drive and Ram of new and old University Computers.
• Determined what IT & networking issues to be escalated them to a team of IT Technicians for further resolution.
• Actively involved in implementing new technology campus wide e.g. software, and cyber security month policies.
• Managed and assigned workload of all outstanding IT resolutions to team mates and managers accordingly.
• Oversaw dissemination of new changes in technology and relevant information to all personnel, and mentored new hires during .