* Sept 2004 - June 2008
: University at Buffalo, The State University of New York
Bachelor of Science in Business Administration, Concentration: Marketing
Relevant Coursework: Principles of Marketing, Productions & Operational Management, Market Research, Advertising and Promotions, Consumer Behavior, Corporate Finance, Human Resource Management
Working History
* March 2011 - Present
Fidelity Investments – Brokerage Operations Representative
Manhattan, NY
Mutual Fund/ Financial Service Group
• Oversee implementation of technology solutions to automate existing functions and expand reconciliation capabilities
• Balance ledger records to ensure transactions are in compliance with SEC and FINRA regulations
• Analyze and research stock record breaks to effectuate appropriate adjustments
• Conduct financial analysis to determine operation performance and assess risk
• Resolve cash balance exceptions and apply appropriate correcting journal entries to balance the firm’s books
• Review the causes of illogical street side exceptions and make suitable adjustments to correct accounts
• Monitor foreign depository differences and make necessary adjustments to reflect company holdings with outside depositories
• Prepare and analyze weekly and monthly computations of net capital pursuant to SEC Rule 15c3-3
• Compare account positions held by outside custodians to firm’s records, identify and report exceptions in management reports
• Assist with the quarterly physical count of securities
* Sept 2010 - Jan 2011
Kent Prep – Curriculum Coordinator
Flushing, NY
Test Prep Institution specializing in Gifted & Talented Program, SAT, and NYC Specialized H.S
• Develop curriculum and mock tests for grades Pre-k to 12th
• Design flyers, pamphlets and presentations for educational events and seminars
• Overlook and monitor progress of students, and teachers
• Work closely with parents and students during enrollment to ensure academic and personal success of students
• Manage report cards, progress reports, and overall students progress
* Mar 2010 - Jul 2010
New York Networks – Public Relations / Marketing Assistant
Manhattan, NY
PR / Marketing / Event Coordination Company
• Help in coordinating the first annual ‘Korea Day’ event in Central Park, NY, resulting in 50,000 + guests
• Provide companies with market analyses and marketing plans that fit their needs
• Assist in creating press releases and coordinating events calendar
• Responsible for maintaining media creative for upcoming events and changes to events
Profile
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