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Work Background
UBS Wealth ManagementRegistered Administrative Assistant
Jan. 2000 - Jan. 2004Greater Boston AreaMaintained client brokerage accounts for team of 2 Financial Consultants managing $220 million in assets. Handled all account opening, management and performed trading duties. Series 7 & 65 licensed. Handled scheduling delivered superior customer service.
Merrill LynchTraining Specialist
Jan. 1996 - Jan. 1997Pacific Northwest RegionSuccessfully completed comprehensive and intense Train the Trainer program for firmwide computer system overhaul. Facilitated group and individual training to FC and Administrative Assistants in over 15 branch offices throughout the country. Prepared and developed ML Online Guide for FC and Administrative Assts for San Francisco branch office and consequently, distributed to Texas, Virginia and Princeton locations.
Merrill LynchRegistered Administrative Assistant
Jan. 1992 - Jan. 1996San Francisco Bay AreaMaintained client brokerage accts for three Financial Consultants with assets exceeding $150 million;responded to client's needs w/consistent client contact. Actively traded equities, mutual funds and bonds;reconciled client account.
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