Cincinnati, Ohio, United States
- Coordinate firmwide evaluation and onboarding of client data within the firm’s trading software - Assist with Centralized Trading operations between the Trading department and Advisors; generate trade proposals to Advisors based on updates to firm models and portfolio strategy - Execute equity, fixed income, mutual fund, and option trades with multiple broker/custodian trading desks BEL Committee Member
- Operated as a retail banker, with a focus on building and fostering customer relationships - Serviced client accounts, both personal and business. Identified product matches and followed the applications beginning to end - Served as branch ATM teller, as well as assisted in new employee training
- Served as primary processor and point of contact for the firm's Accounts Payable department - Processed PO's and jornal entries for all locations, in the US and Canada - Assisted Ad Hoc in projects utilizing Excel, PowerBI, and Access
- Fully licensed in property and casualty insurance, operating in both sales and service capacities - Conducted several sales campaigns directed at converting ex-customers and customers with partial coverage - Conducted policy reviews with customers to match products. Led tornado response campaign for customers affected by severe storms