Work:
Woodbridge Structured Funding, LLC - Boca Raton, FL
Contract Processor/Document Specialist
First Allied Securities, Inc - Boca Raton, FL
INVESTMENT ASSISTANT/OPERATIONS MGR
East West Mortgage - Peabody, MA
LOAN PROCESSOR/ORIGINATOR
Malden Public Schools - Malden, MA
COMPUTER TRAINER
Education:
Boston University Online
Paralegal Certificate in Paralegal Studies
Salem State College - Salem, MA
MEd in Instructional Technology
Brandeis University - Waltham, MA
BA in Political Science
Syracuse University - Firenze, Toscana
Studio Art Program
Skills:
Internet Research & Navigation expert;Strong written & verbal communication skills;SalesforceCRM, SugarCRM, NetExchange, NetX360.Microsoft Word, Excel, Powerpoint, Outlook, ACT; Expertise at being liaison/point of contact with investment custodians, vendors, broker/dealer operations, Pershing. Processing, tracking and funding client business;Handling all aspects of client account management; Compliance Specialist, Appointment and travel arrangement scheduler, Thorough knowledge of financial services industry rules and regulations and investmentproduct guidelines.