Position:
Shareholder Services Supervisor at BNY Mellon
Work:
BNY Mellon
- Westborough, MA since Apr 2012
Shareholder Services Supervisor
BNY Mellon
- Westborough MA Jun 2011 - Apr 2012
Shareholder Services Specialists
Pioneer Financial Group
- Providence, Rhode Island Area Feb 2011 - May 2011
Financial Services Intern
UMass Dartmouth
Sep 2009 - May 2011
Resident Assistant
Education:
University of Massachusetts Dartmouth 2007 - 2011
Bachelor's degree, Finance
College for Financial Planning 2013
Certification for Financial Planning (CFP), Financial Planning and Services
Nipmuc Regional High School 2004 - 2007
Skills:
Microsoft Office, Leadership, Microsoft Excel, Management, Marketing, PowerPoint, Mutual Funds, Finance, Team Building, Financial Services, Time Management, Microsoft Word, Customer Service
Awards:
Chosen to attend Financial Service Client's Convention
BNY Mellon
-Selected as one of four to attend the largest independent financial services marketing organization's bi-annual company convention in Atlanta, GA.
-Representative to present Securities and high net-worth brokerage accounts at convention exhibit.
2011-2012 Call Center Representative of the Year
BNY Mellon
Awarded as one of 70 Shareholder Service Representatives.
Presented Systems Demonstations
BNY Mellon
Selected to present systems and product demonstrations to company executives and visiting clients.
Exemplary Community Programing Award
UMass Dartmouth
Won every semester between 2009-2011
Resident Assistant of the Year
UMass Dartmouth
Upper Class Town Houses - Cedar Dell South
RA Program of the Year
UMass Dartmouth
Prudential Spirits of Community Service Award Finalists
Nipmuc Regional High School
Commonwealth Award for Exemplary Community Service
Nipmuc Regional High School
Leadership Award and Service Award
Nipmuc Regional High School
Massachusetts Boys State
Nipmuc Regional High School
One of 4 to be selected to attend week long event
