Anna Stanin
Hoboken
Summary
Visionary Business Owner recognized for exceptional productivity and efficient task execution. Expertise in strategic planning, financial management, and operational oversight drives business success. Proven leadership capabilities inspire teams and facilitate growth. Innovative problem-solving approach fosters positive organizational change.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Business Owner
Sudsy Buggy- Baby Gear Detailing Salon
Hoboken
01.2014 - Current
- Founded Sudsy Buggy, pioneering the baby gear detailing industry globally.
Senior Project Manager
E Trade Services
Manhattan
02.2011 - 01.2014
- Led a team of 9 project managers to enhance high net worth client experience.
- Collaborated with branch managers to optimize onboarding processes for clients.
Project Manager
UBS Financial Services, Inc.
Weehawken
01.2000 - 03.2009
- Manage the creation and maintenance of UBS International "UBSI" client account opening documentation.
- Create business review documents and represent UBSI through implementation stages.
- Collaborate with teams to monitor business/legal changes impacting UBSI account processes.
Senior Business Consultant
National Financial, A Fidelity Investments Company
Jersey City
05.2003 - 01.2007
- Developed relationships with complex institutional, full service, and banking correspondents.
- Managed strategic client integrations across operations, trading, and clearance platforms.
- Participated in cross-company tactical projects.
- Led requirements gathering for multiple initiatives.
Client Development, Lead Associate
UBS Financial Services
Weehawken
01.2002 - 01.2003
- Developed training plans for correspondent firms converting to CSC.
- Delivered onsite training on UBS PaineWebber systems.
- Coordinated testing, maintenance, and support for trading interfaces.
- Troubleshot and resolved system issues.
Quality Assurance Team Lead, Senior Associate
PaineWebber
Weehawken
09.1999 - 01.2002
- Supervised five QA analysts for full-service operations platform.
- Wrote and evaluated test scripts.
- Conducted regression and beta testing.
Senior Client Service Manager
Donaldson, Lufkin & Jenrette Company
Jersey City
12.1998 - 04.1999
- Provided end user support for online accounts involving trade, margin, and corporate actions.
- Completed internal program specializing in options and stock trading procedures.
- Achieved strong customer satisfaction results.
Financial Planner
Prudential Preferred Financial Services
Roseland
04.1998 - 02.1999
- Responsible for growing client base through financial planning and advisory services.
- Assisted clients in developing financial plans using proprietary and external products.
- Completed Prudential training in financial planning.
Education
Bachelor of Science - Business Administration
Caldwell College
Caldwell, NJ01.1994
Skills
- Problem resolution and troubleshooting
- Account management
- Relationship management
- Strategic thinking
- Internal and external communication
- Client service
- Conflict resolution
- Effective communication
Certification
- Series 7
- Series 63
- Series 65
- Six Sigma Yellow Belt
Major Strengths
- Problem Resolution/Trouble Shooting
- Account Management
- Relationship Building/Management
- Strategic Thinking
- Internal/External Communications
- Project Management
- Client Service
- Conflict Resolution
Timeline
Business Owner
Sudsy Buggy- Baby Gear Detailing Salon
01.2014 - Current
Senior Project Manager
E Trade Services
02.2011 - 01.2014
Senior Business Consultant
National Financial, A Fidelity Investments Company
05.2003 - 01.2007
Client Development, Lead Associate
UBS Financial Services
01.2002 - 01.2003
Project Manager
UBS Financial Services, Inc.
01.2000 - 03.2009
Quality Assurance Team Lead, Senior Associate
PaineWebber
09.1999 - 01.2002
Senior Client Service Manager
Donaldson, Lufkin & Jenrette Company
12.1998 - 04.1999
Financial Planner
Prudential Preferred Financial Services
04.1998 - 02.1999
Bachelor of Science - Business Administration
Caldwell College