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RssOperations Manager with history of providing change through work efficiency

A place where I can utilize my skill sets and job experience of over 20 years to assure they reach their firm objectives with innovative management and contributions.

Sales Assistant

Manorville, NY

About Me


Customer Service


Sales Assistant


Have serve as chairperson and co-chair in industry wide committee and was seen as a change agent. Have created and implemented operational groups with work flow controls.

Ideal Companies:

Broker Dealers, Banks and Investment Firms

Education level:


Will Relocate:



Manorville, NY

Work Experiences

6/2008 - 10/2008

The Reserve

Director / VP

  • Overisght of the Reserve Plus product for the firm sericing over 35 thousand loan lines in total assets of 14 million dollars plus.

8/2006 - 5/2008

Morgan Stanley

Director / VP

  • Directed 4 operations groups servicing 1.2 million retirement accounts. Responsible for the daily processing as ell as oversight of customer service group.

11/1997 - 12/2005

TD Waterhouse

Director / VP

  • Responsible for 4 operational groups servicing a clinet base of 2.5 million IRA accounts. Responsible for all the daly processing of contributions and distributions ,all tax reporting and support of branch network by customer service group for all legislative and regulatory updates.



Associate Degree


  • Business Administration