ADAM MURPHY

• Establish and update brokerage accounts and all related features (digital and paper forms).

o SPS (STOCK PLAN SERVICES)

o Retirement Accounts

o 529 accounts

o Custodial UGMA/UTMA

o Non-Retirement accounts

o Foreign accounts (OFAC/ Non OFAC)

o SDB Accounts

o ABLE Accounts

o HSA

• Initiate problem resolution procedures for items not in good order, including sending written correspondence directly to the client or internal business partner.
• Interact with inter-departmental colleagues and external customers via both email and phone when appropriate.
• Interact with inter-departmental colleagues via the "Culture Committee".

• Manipulate data using pivot tables, pivot charts and macros in Excel.
• Manage projects and serve as primary liaison between client and multiple internal groups to clarify goals and meet standards and deadlines.
• Pinpoint inefficiencies in business processes and recommend improved policies.
• Identify key growth and contribution opportunities for business.
• Identified and analyzed user requirements, procedures and processes to develop optimization strategies.
• Collaborated with stakeholders to develop project schedules.
• Managed projects and served as primary liaison between client and multiple internal groups to clarify goals and meet standards and deadlines.
• Established reporting and monitoring to drive strategic execution.
• Reviewed documents to guarantee quality, consistency and adherence to criteria.
• Defined functional requirements and system interfaces to improve efficiency and usability.
• Supported business processes and end-users by monitoring system operations and resolving issues.
• Utilized internal and external feedback to document business requirements.

• Checked quality and integrity of products against established design standards.
• Conducted customer acceptance testing onsite and on location at consumer sites.
• Applied product knowledge and troubleshooting skills to uncover causes for problems and advise on possible resolutions.
• Tracked and reported errors by collaborating with correct departments such as engineering, design and production teams.
• Designed and updated test cases to complete consistent manual tests.
• Documented identified defects and helped developers complete further testing and resolve issues.
• Identified testing process and procedure improvement opportunities based on testing results.
• Reviewed project requirements, created test scenarios and participated in testing of legacy system for update to new one.
• Tested functionality, performance and compliance of each product against design specifications to maintain strong development standards and high customer satisfaction.
• Monitored and facilitated bug resolutions to optimize software.
• Worked with Agile and Scrum methodologies to accomplish project milestones and meet demanding timelines.
• Documented, triaged and managed defects ALM and worked with developers to facilitate timely resolutions.

• Managed and directed work flow; managed associate schedules; collaborated with all of Out Bound groups on planning and strategies during daily management meetings; made changes and improvements to processes; helped implement PROPEL to the Inbound team.
• Delegated daily tasks to team members to optimize group productivity.
• Monitored team progress and enforced deadlines.
• Fostered positive employee relationships through communication, training and development coaching.
• Monitored production line, watching for pile-ups or jams.
• Used daily system logs to document production information, discussing issues with management.
• Sorted product components on work tables to maintain maximum organization and productivity.
• Helped achieve team goals by rotating production lines and daily duties to meet demand.
• Met or exceeded target for on-time customer shipments.

• Prioritized and controlled work flow of overall operations to ensure daily deadlines were met; communicated with management to help resolve issues; created and updated shop floor paperwork for operators and material handlers; supervised production floor making decisions and adjustments as needed.
• Planned and monitored material movement in production cycles.
• Monitored production flow and troubleshot bottlenecks and other issues.
• Managed and planned production schedule to promote on-time delivery of customer orders.
• Completed shipping information and delivery date input.
• Released production schedules and documented production changes.