Trust Score

Highly reliable; strong professional involvement.

60%
Maurice's Career Path
CEOJul. 2021 -
Present
Atlanta, Georgia, United States
Senior SpecialistApr. 2012 -
Jul. 2021
Washington D.C. Metro Area• Provide daily workflow updates, productivity measures, and quality statistics. • Ensure file errors and reconciliation problems are resolved daily and root causes are addressed to avoid recurring issues. • Analyze results, trends and errors to determine training requirements and staffing necessary to meet departmental goals. • Develop and implement process improvements that maximize efficie...
Client Services SpecialistJan. 2010 -
Mar. 2012
WealthEngineClient Services Specialist
Bethesda, Maryland• Supervised a team of client service associates. • Managed account base of 3,700 + clients. • Managed clients such as nonprofits, hospitals, institutions of higher education, political campaigns, advocacy groups, luxury organizations and financial services firms. • Trained clients on effectively identifying individuals net worth, income, lifestyle and affinities. • Managed clients with fundr...

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