Managed a team of 8 customer service representatives and daily transactions
Acted as a liaison between the transfer agency call center and Boston Financial Data Services to ensure accuracy and completeness of federal fund wires, adjustments, correspondences, money movement and all other work items
Served as a subject matter expert on retirement plans, commission issues, adjustment writing, bookkeeping, complex account escalations and shareholder e-mail correspondence for internal business units
NUNM’s Doctorate of Naturopathic Medicine is an intensive four–year doctoral program that trains individuals to become primary care physicians with an emphasis on the art and science of natural medicine.
240 clinical hours of supervised IV therapy, coupled with 100 hours of classroom training in IV therapy and phlebotomy.
Sep 1995May 2001
Bachelor of Sciences in Marketing, Computer Information Systems Minor