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Click here or scroll down to respond to this candidate06:02 PMStreet Address /15/2024Page 1 of 9Job HistoryJob Title Client Services/Sales ConsultingCompany VanguardIf you cannot find the company,click hereStart Date 05/30/2023End DateResponsibilities andAchievementsReturn to Work Continuum -SIE certified (Financial Industry Regulatory Authority Security Industry Essentials Exam). Completed SIE and Series 7 Kaplan study course. Collaborated with team leader on study progression, product knowledge development, role expectations, career path opportunity. Trained in daily breakout sessions with coaches and crew. Improved time management and team building acumen. Boosted market knowledge while gaining a deepened understanding of FINRA policies. Completed all Degreed courses and requirements for the role. Independent study and research of Vanguard resources. Brainstormed with coaches on constructing a strategy for success upon program completion. Gained valuable in-person workplace exposure to Vanguard corporate culture. Experienced in-person management and Crew executing and delivering on the Vanguard mission statement at all levels. References available from prior manager Casey Wolf and current manager Zachary Schruers(Vanguard Return to Work).Location Malvern, PennsylvaniaReference Zachary Schruers Vanguard Return to Work // Casey Wolf Contact Information EMAIL AVAILABLE /casey_wolf@vanguard.com Job Title Service to Sales Client Consultant-Return to Work Program Company VanguardIf you cannot find the company,click hereStart Date 01/30/2023End Date 04/24/2023Responsibilities andAchievementsCollaborated with Vanguard leaders in advancing financial and market prowess in the Vanguard Return to Work Program. Maximized an understanding of Crew expectations in the role, thru daily review of, and acting upon, the Vanguard mission statement. Established a clear understanding, thru inbound call monitoring what is to be expected in the role as a service to sales employee at Vanguard. Gained inspiring insight from call center managers and client representatives thru personal assessments of intake calls. Actively participated in round table discussions with Vanguard representatives from varying locations and departments, in order to advance further an understanding of the inner workings and opportunities at Vanguard. Completed Kaplan review course for SIE /licensing while maximizing study opportunities in preparation for the SIE exam, a FINRA requirement for the role. Collaborated with other returnees in an end of program presentation, which focused on identifying key success strategies of Vanguard during the career reentry experience. Formulated a goal setting strategy for further career development with team leaders. Completed RTW Degreed requirements. Successfully completed the RTW program.Location remoteReference Michael O'Shaughnessy and Zachary Schuers Contact Information Zachary SchruersJob Title Assistant ManagerIf you cannot find the company,click here YesCompany Name ConnollysStart Date 11/01/2017End Date 03/15/2020Responsibilities andAchievementsAssistant manager of large scale/high volume/midtown Manhattan -hotel and restaurant family consortium(while caretaking for my two elderly parents and raising a family). Closed March 2020 due to Covid -19. Client services/front-back office ops/Staffing compliance/client sales and services. Location New York, New YorkReference Bernard ReillyContact Information furnished upon requestJob Title Sales and Marketing AssociateKathleen Sinnott278 First AvenueApartment 11 HNew York, N.Y 10009EMAIL AVAILABLEPHONE NUMBER AVAILABLE06:02 PM02/15/2024Page 2 of 9If you cannot find the company,click here YesCompany Name EscadaStart Date 08/01/1997End Date 08/01/2000Responsibilities andAchievementsPremiere international women's luxury couturerier. Co-Chaired premiere fashion show with British Crown jewelers, Asprey and Garrard, to benefit The Boys and Girls Club of Oyster Bay, New York. Collaborated with Escada Americas and Asprey and Garrard corporate offices. Direct report to Manhasset, N.Y store manager and New York / U.S.A corporate office. Front and back office support and operations, High net worth client services, Luxury sales staffing,Sales development, High performing sales book and client following.Location Manhasset, New YorkReference Lydia MontgomeryContact Information Letter of reference available upon request Job Title Reference LibrarianIf you cannot find the company,click here YesCompany Name Concordia College LibraryStart Date 08/01/1992End Date 05/01/1993Responsibilities andAchievementsCollege reference librarian provided resources for professors, graduate and undergraduate students, support staff, FOH-BOH library operations.Location Bronxville, New YorkReference Library ManagementContact Information Concordia College, Bronxville. New York Job Title Reference LibrarianIf you cannot find the company,click here YesCompany Name Bronxville Public LibraryStart Date 08/01/1989End Date 05/01/1992Responsibilities andAchievementsReference Librarian, Public programming, Seminars, Front -back office library operations,Supervised staffing, scheduling, attendance/administrative responsibilities. Location Bronxville, New YorkReference Bronxville Public Library/ Head Librarian Contact Information Bronxville Public Library Director,Bronxville, New York Job Title Foreign Currency TraderCompany Bankers Trust CompanyIf you cannot find the company,click hereStart Date 01/02/1988End Date 07/02/1989Responsibilities andAchievementsInstitutional FX trading for Bank portfolio $10-50M contracts/ International Desk/Trained Bankers Trust MBA Corporate Trainees in Global FX /Trade Compliance/P & L /FILO. Location New York, New YorkReference Norman Weinstein Chief Institutional FX Trade Desk/ Jay Pomerantz FX Manager and Trader Trade Desk Contact Information RetiredJob Title Interest Rate Protection/ Caps-Floors-Swaps/ Trade Desk Support Team Company Bankers Trust CompanyIf you cannot find the company,click hereStart Date 01/02/198706:02 PM02/15/2024Page 3 of 9End Date 05/02/1987Responsibilities andAchievementsReported to Chief IRPS- CAPS-FLOORS-SWAPS Trader and Trade Technolgy Chief/ Daily P& L/Trade Reporting / Nightly Review with Tech Chief / Morning Call/Trade Book Strategy with Traders/Compliance Monitoring /Ops-FOH-BOH Support for Trade Desk/FILO. Location New York, New YorkReference Norman Weinstein Chief Institutional FX Trader Contact Information RetiredJob Title Sales Assistant /Commodities FX Institutional Trader If you cannot find the company,click here YesCompany Name Merrill Lynch, Pierce, Fenner and Smith Start Date 05/02/1985End Date 01/02/1988Responsibilities andAchievementsFifth Avenue Financial Center-FX, Commodities, Equities Trader Assistant-Institutional and Individual Accredited Investors/FOH and BOH/Institutional Corporate Pension Plan and Stock Option Sales and Client Services/Executive Compensation Plan -Administrative Services/Provided trade Execution Assistance for Institutional Clients/ Trade Support /P & L / Compliance/ Margin Call /Maintenance / Account Maintenance and Client Services/ Commodity Sector Research/ Worked with MLPF&S Legal Team and Corporate Trade Compliance/ Oversaw Individual Executive Corporate Stock Option and Profit Sharing Account Operations and Distributions/New York Commodities Exchange(COMEX) MLPF&S/Commodities Floor Trading Assistant-On Call/ New account Ops/New Account Sales and Marketing/ Client Development and Prospecting/ Provided Client Sector Research-Equities, Commodities and FX/Qualified Commodity and FX Prospects/ Office Morning Call /Oversaw Client Accounts Payables - Receivables/Cashier Clearance/FILO/ MLPF&S Corporate Challenge Road Racing-Track Team/ New York City Team Qualifier -Team Finalists/ /Manufacturers Hanover Corporate Challenge- Individual Finalist.Location New York, New YorkReference Frank Dunne-Chief Officer MLPF&S Fifth Avenue Financial Center/ Craig Dixon Broker-Trader Contact Information RetiredJob Title Student Loan OfficerCompany Chase Manhattan BankIf you cannot find the company,click hereStart Date 11/01/1984End Date 05/01/1985Responsibilities andAchievementsStudent Loan Configurations / Client Sales,Services and Support/Direct Report Chase Student Loan Regional Manager/ Loan Operations.Location New Hyde Park, New YorkReference Chase Human Resources, New York, New York Contact Information Human ResourcesJob Title Retail Sales Broker AssistantCompany Lehman BrothersIf you cannot find the company,click hereStart Date 05/05/1984End Date 11/01/1984Responsibilities andAchievementsBroker Assistant/ Securities Trading/ Trade Ops-Support/ FOH-BOH/ Marketing/ New Account Prospecting /Developed Weekly Strategies with Broker for New Client Leads, Prospecting and Marketing Products to Clients /Opening of New Accounts/ Sector Research for Clients and Brokers/ Trade Placement, Execution, Confirmation and Reporting / Broker and Client Desk Support/ Morning Call /FILO. Location New York, New YorkReference David Pikei -Senior Vice President Lehman Brothers Contact Information Lehman Brothers -Currently Goldman Sachs Job Title Student Loan Operations Associate06:02 PM02/15/2024Page 4 of 9Company Chase Manhattan BankIf you cannot find the company,click hereStart Date 05/15/1983End Date 05/15/1983Responsibilities andAchievements Student Loan operations/ sales and services. Location New York, New YorkReference Chase Manhattan Bank Human ResourcesContact Information Human resources/ Chase / New York, New York Job Title Journalist/Intern -Goldwater Foundation Scholar If you cannot find the company,click here YesCompany Name AFL-CIO National Union HeadquartersStart Date 06/01/1982End Date 07/30/1982Responsibilities andAchievementsThe Fund for American Studies-Georgetown University-Goldwater Foundation Scholar/Journalist- Intern/Reported for FrontLash, a national labor publication focusing on young labor in the United States/Assignments from AFL-CIO Communications Editor/Community Advocate for improving voter registration in underserved demographics in the greater Washington, D.C area/ Interviewed Arizona state senator, Navajo Chief and Chief of the Aboriginal tribe to further document, for assignment,the need for a more stringent voter representation amongst indigenous peoples and minorities/ Reported on subject matters pertaining to the 1982 Farm Aid Movement, Voter Registration Literacy Movement, The emergence of the Grey Panther Movement( senior citizen's rights -early advocacy organization)/Reported extensively on the SOLIDARNOSC emerging labor party movement in Poland under Lech Walesa-a labor and workers' rights advocate standing against the Communist Party's anti free market capitalism credo and the rights and suppression of international labor laws/ SOLIDARNOSC reporting also focused on exposing the ongoing efforts of the Communist Party's efforts in Poland, at the time, to suppress all financial literacy programs among labor as well as attempting to thwart any opportunity to unionize. Location Washington, D.CReference AFL-CIO National Headquarters Internship Development/ The FGund For American studies Contact Information The Fund For American Studies, Washington, D>C Job Title Sales AssociateCompany Tiffany & CompanyIf you cannot find the company,click hereStart Date 05/15/1982End Date 08/19/1982Responsibilities andAchievementsRetail Sales Associate/Flagship Location-Fifth Avenue/ Client Sales and Services/Developed Weekly Client Prospecting Strategies with Management/ Exceeded Monthly Sales Goals and Expectations/ Assisted Senior Producers as Needed / Sales and Account Resolution. Location New York, New YorkReference Tiffany & Co. Human ResourcesContact Information Corporate Office/ New York, New York Job Title Accounting Associate/ Payables and Receivables / P&L/Sales Reconciliation Company GucciIf you cannot find the company,click hereStart Date 05/02/1981End Date 08/30/1981Responsibilities andAchievementsDirect Report to Chief of Accounting -Americas/Account Reconciliation and Compliance/ Inventory Control/ High Net Worth - Client Services.Location New York, New York -United States Flagship Headquarters.p Reference Gucci Human ResourcesContact Information Gucci Human Resources, New York, New York 06:02 PM02/15/2024Page 5 of 9Job Title AccountingCompany Tiffany & CompanyIf you cannot find the company,click hereStart Date 06/10/1979End Date 08/18/1979Responsibilities andAchievementsAccounts Payables-Receivables/Account Reconciliation/ Client Sales and Services/ BOH Financial due Diligence/ Direct Report Manager-Accounts P&R /Flagship Store. Location New York, New YorkReference Tiffany & Company Human ResourcesContact Information Tiffany & Company Human Resources InterestsCareerCareer Preferences Advice/Financial PlanningCorporate StrategyFinanceInternationalInvestmentsMarketing & CommunicationsOperationsSalesClient Relationship ManagementCareer InterestsGlobal Markets /Commodities-FX Trade Desk Support/ Analyst for Commodities and Energy Sector/Global Markets Compliance/ Global Markets Fraud Prevention/ Trade Ops/Domestic and Global Markets Trade Strategy/Sales and Service-Institutional-Global Markets/Trade Compliance/Team Building. TravelAre you willing to travel? YesWhat amount of time? 100 percentAdditional InformationRelocationShort TermAre you willing to relocate? YesWhere for short term? PennsylvaniaEuropeHong KongJapanTo which locations? CHE - Bleicherweg 30CHN - Financial Street CenterFRA -140 bis Rue de RennesFRA - Rue de RennesHKG - The CenterHKG - Two ChinaChem CentralHome Office - FranceHome Office - MaltaIRL - IrelandJPN - Sanno Park TowerMilan, ItalyODC - Prague OfficeODC - TunisLong TermAre you willing to relocate? YesWhere for long term? Pennsylvania06:02 PM02/15/2024Page 6 of 9EuropeHong KongJapanTo which locations? Bucharest, Romania OfficeCHE - Bleicherweg 30FRA -140 bis Rue de RennesFRA - Rue de RennesHKG - The CenterHKG - Two ChinaChem CentralHome Office - FranceHome Office - MaltaIRL - IrelandITA - Corso ItaliaJIS - Budapest HungaryJIS - CaliforniaJPN - Sanno Park TowerMilan, ItalyODC - EPAM Systems Kft.ODC - Prague OfficeODC - TunisAdditional InformationSkillsSkills Conservation Volunteer-Wolf Conservation Center,Pound Ridge, New York- Member-Supporter: The Metropolitan Museum of Art, The Rubin Museum, Alliance Francaise, The New Criterion,The Explorer's ClubVolunteer Youth Mentorship-Boys and Girls Club(Coach) and Cub Scouts of Oyster Bay,New York CertificationsCountry United States of AmericaIf you cannot find thecertification, check here YesIssuer Goldwater ScholarName Goldwater FoundationCertification Number .Issued Date 05/01/1982Expiration Date 05/01/1982Country United States of AmericaIf you cannot find thecertification, check here YesIssuer Skillsoft Compliance Solutions/Harassment prevention for New York State and New York City Employees- 2 OfficeName Kathleen SinnottCertification Number Office2Issued Date 03/01/2023Expiration DateCountry United States of AmericaIf you cannot find thecertification, check here YesIssuer St.Dominic's Parish CYO Coach of the Year Award (Catholic Youth Organization) Name Kathleen SinnottCertification Number -Issued Date 06/01/2010Expiration Date 06/01/2010Country United States of America06:02 PM02/15/2024Page 7 of 9Certification Securities Industry Essentials Exam - FINRA If you cannot find thecertification, check hereIssuerCertification Number 1696492Issued Date 08/16/2023Expiration DateCountry United States of AmericaIf you cannot find thecertification, check here YesIssuer Burke to Buckley FellowName The National ReviewCertification Number -Issued Date 01/05/2023Expiration Date 01/05/2023EducationCountry United States of AmericaIf you cannot find the school,click here YesSchool Name Manhattan College NCAA Division One Women's Basketball Full Scholarship/MAAC Conference Finalist/NCAA Playoff BidSchool Location Riverdale, New YorkSchool Type CollegeDegree B.A. - Bachelor of ArtsDegree Received YesYear Degree Received 1984Field of Study English LiteratureFirst Year Attended 1981Last Year Attended 1984Grade Average 3.2Country United States of AmericaIf you cannot find the school,click here YesSchool Name Foundation for Economic Education-Full Scholarship School Location Irvington on the HudsonSchool Type VocationalDegree Undergraduate Degree or Equivalent Experience Degree Received YesYear Degree Received 1982Field of Study EconomicsFirst Year Attended 1982Last Year Attended 1982Grade Average 3.5Country United States of AmericaIf you cannot find the school,click here YesSchool Name Georgetown University/Full Scholarship-Goldwater Scholar/ Economics and Politiical Science School Location Washington, D.CSchool Type UniversityDegree Undergraduate Degree or Equivalent Experience 06:02 PM02/15/2024Page 8 of 9Degree Received YesYear Degree Received 1982Field of Study EconomicsFirst Year Attended 1982Last Year Attended 1982Grade Average 3.0Country United States of AmericaIf you cannot find the school,click here YesSchool Name Division One NCAA Full Athletic Scholarship Women's Basketball-The University of North Carolina - Chapel HillSchool Location Chapel Hill, North CarolinaSchool Type UniversityDegree A.A. - Associate of ArtsDegree Received NoField of Study JournalismFirst Year Attended 1980Last Year Attended 1981Grade Average 3.4Country United States of AmericaIf you cannot find the school,click here YesSchool Name Vanderbilt University /NCAA Division One Full Athletic Scholarship Women's Basketball/SEC Conference School Location Nashville, TennesseeSchool Type UniversityDegree A.A. - Associate of ArtsDegree ReceivedField of Study English LiteratureFirst Year Attended 1979Last Year Attended 1980Grade Average 3.4Country United States of AmericaIf you cannot find the school,click here YesSchool Name The Mary Louis Academy/Brooklyn Queens Catholic High School Athletic Association Hall of Fame Women's Basketball/ All City/ Received over 17 Full Scholarships to NCAA Division One College Programs.School Location Jamaica Estates, New YorkSchool Type High SchoolDegree HS - High SchoolDegree Received YesYear Degree Received 1979Field of Study FrenchFirst Year Attended 1975Last Year Attended 1979Grade Average 3.4Country United States of AmericaIf you cannot find the school,click here YesSchool Name Women of Vision Alumni Award/ The Mary Louis Academy- School Location Jamaica Estates, New York06:02 PM02/15/2024Page 9 of 9School Type High SchoolDegree HS - High SchoolDegree Received YesYear Degree Received 1979Field of Study FrenchFirst Year Attended 1975Last Year Attended 1979Grade Average 3.4 |
