Deana Balson
Millstone
Summary
Experienced with educational support, assisting in development and implementation of classroom activities. Utilizes strong interpersonal skills to foster supportive and engaging learning environment. Knowledge of effective classroom management techniques and instructional support.
Overview
19
19
years of professional experience
Work History
Paraprofessional
Millstone Township School District
09.2024 - Current
- Provide one on one support with students in the classroom
- Work closely with assigned teacher to contribute to a positive learning environment
- Implement classroom routines and procedures, while addressing student disruptions appropriately
Substitute Teacher
Millstone Township School District
11.2021 - 09.2024
- Provide classroom instruction outlined in teacher's lesson plans
- Establish and enforce rules for behavior and procedures to maintain order among students
- Maintain classroom order and enforce school and class rules
Client Service Manager
East Main Street Advisors
06.2018 - 03.2020
- Worked for a team of financial advisors providing assistance in all areas of their business
- Prepared client applications and assisted with opening brokerage accounts, retirement accounts, life insurance, and 529 plans
- Notarized official documents and paperwork
- Prepared presentations and client reviews for all monthly, quarterly and yearly client meetings
Senior Client Service Administrator
Lincoln Financial Advisors
08.2014 - 06.2018
- Managed a team of Financial Planners' schedule, including client meetings, wholesaler meetings, and travel
- Coordinate Financial Planning Seminars in our community college and high schools
- Design and manage our company website
- Organized events including client dinners, holiday parties, and client appreciation events
- Prepared financial reports, statements, and account paperwork for client meetings
- Managed a team of assistants and interns, including delegating daily work load, projects and payroll
- Developed relationships with our clients by providing outstanding client service via phone, email or in person
Settlement Specialist
Bank of America Merrill Lynch
11.2006 - 08.2014
- Performed client service and various functionalities related to settlement activity for both United States, Latin America and Canadian Prime Brokerage Clients
- Monitored the settlement of trades by verifying stock and cash movements, and address any trade discrepancies in a timely manner
- Facilitated Treasury settlements including liaising with financial institutions
- Quickly responded to all inquiries regarding confirmation of trade details and settlement of trades
- Traveled to various locations to provide hands on training to new hires and other associates
Education
Bachelor of Science - Business Administration
Wagner College
Staten Island, NY05.2005
Education
Brookdale Community College
Lincroft, NJ01-2027
Skills
- Effective communication
- Small group and individual assistance
- Meticulous Attention to Detail
- Behavior management
- Helping students with special needs
- Early childhood development
Timeline
Paraprofessional
Millstone Township School District
09.2024 - Current
Substitute Teacher
Millstone Township School District
11.2021 - 09.2024
Client Service Manager
East Main Street Advisors
06.2018 - 03.2020
Senior Client Service Administrator
Lincoln Financial Advisors
08.2014 - 06.2018
Settlement Specialist
Bank of America Merrill Lynch
11.2006 - 08.2014
Bachelor of Science - Business Administration
Wagner College
Education
Brookdale Community College
Similar Profiles
Matthew WagnerMatthew Wagner
Fire Captain at Millstone Township Fire DistrictFire Captain at Millstone Township Fire District
David A. TuccilloDavid A. Tuccillo
Director of Technology at Millstone Township Board of EducationDirector of Technology at Millstone Township Board of Education
Dottie DanielloDottie Daniello
Science (Grades 7-8), In-Class Support Math (8) at Clinton Township Middle School, Clinton Township School DistrictScience (Grades 7-8), In-Class Support Math (8) at Clinton Township Middle School, Clinton Township School District
Robert RussoRobert Russo
Electrical Engineer Foreman at ADCO ElectricalElectrical Engineer Foreman at ADCO Electrical
Keira KohlerKeira Kohler
Busser at Happy Apple InnBusser at Happy Apple Inn