Account Management ▪ Administration (Financial ▪ Hospitality)

Qualifications Profile

    Self-assured and results-driven solutions driver and management professional with more than 11 years providing account/portfolio management and administration in the wealth management and financial service sectors.

-    Detail-oriented & analytical with critical thinking to strategize solutions that assisted Ansbacher s rebranding initiatives, completing market and competitor research, and collaborating with various departments in producing the company s new business identity and a stronger marketing presence.

-    Proven competence and dedication to process efficiencies in administrative support for portfolio and compliance management, including a successful bank site transfer project without disrupting operations.

    Excellent people management and communication skills that inspire customer confidence while fostering teamwork synergies with colleagues and subordinates in achieving shared objectives.

Professional Experience

    Provided administrative support to portfolio managers and research analysts in achieving their goals, conducting research, updating research database, processing daily trades on behalf of the Portfolio Manager, addressing compliance issues, and managing account cash position for each portfolio.

    Assisted with monthly and quarterly client reports, correspondences, client meetings and ad hoc client requests.

    Schedule broker and analyst meetings, collaborating analysts from other financial institutions in compiling data for presentations and special projects.

    Oversaw travel arrangements on research trips, coordinating and scheduling meetings with management teams of multiple companies per trip, and compiling research material on each company.

    Interacted with various departments throughout Franklin Templeton that included marketing and sales teams, portfolio accounting, various trading desks, and compliance management, among others.

    Provided a key role in the company s rebranding initiatives involving a new logo, website, stationeries, and marketing materials, conducting competitor research and coordinating with marketing consultants, web designers and printers in producing the company s strategic business identity and a stronger marketing visibility.

    Organized and scheduled meetings and personal appointments, managed travel arrangements, and prepared responses to client inquiries on behalf of the Managing Director.

    Compiled and produced risk and financial reports for presentation at quarterly board meetings, including documentations and reports for any special projects.

    Served as Communications Coordinator for all company ads, Group newsletter and donation requests.

    Managed a relocation committee that successfully relocated the company from Bank Lane to East Bay St with the least operating disruptions after its merger with Sentinel Bank & trust, supervising 10 professionals during weekends and evenings, overseeing 3^rd party contractors to ensure compliance with project specifications, while implementing the bank s offsite records system and workxxxxxxow-efficient office arrangements.

Note: Eager to resume a productive presence in the job markets after migrating to Central Xxxxxx from the Bahamas, administering to an elderly relative, while building a family with 2 children

Education & Credentials

    Keele University, Keele, England (2006)

Double Degree: B.A. in Economics, & Human Geography, Dual Honors, Second Class Upper Division

    Kingswood School, Bath, England (2003)

GCE A-Levels: Biology and Geography | GCE AS-Level: Economics and Business Studies

    Queen s College, Nassau, Bahamas (2001)

9 BGCSE s at C and above, including Mathematics and English Language

Professional Development & Certification

    QuickBooks Premiere 2009 Personal Development Programme, College of The Bahamas (2010)

    Certified Financial Planner, Bahamas Institute of Financial Services, Nassau, Bahamas (2008)

Technical Skills

    Financial Apps: FactSet, Capital IQ, Charles River Investment Management System, Bloomberg; MicroStrategy, IPBS, and ViewPoint Document Manager

    Productivity Tools: MS Office (Word, Excel, PowerPoint & Outlook)