Gregory A. Gerald
Plano,TX
Summary
Dedicated Associate with extensive experience collaborating with clients, promptly identifying needs and recommending products and services to accomplish clients' goals. Strong communicator focused on delivering outstanding customer care.
Overview
22
22
years of professional experience
Work History
Cost Basis Associate
American Stock Transfer Company
07.2014 - Current
- Calculate and maintain cost basis information for client holdings in accordance with Internal Revenue Service regulations
- Reconcile tax lot information in the cost basis system to ensure accurate 1099 reporting.
- Communicates with internal business partners to provide updates on the status upon request
- Assesses corporate actions and determines resulting cost basis implication
- Audit the accuracy of completed cost basis calculations and provide feedback to associates in order to improve department quality metrics
- Analyze workflows for potential efficiency enhancements.
Teller Manager
Capital One Bank
03.2004 - 06.2014
- Reviewed and managed staffing procedures, ensuring that staff assignments and responsibilities are reasonable
- Interviewed and hired new candidates to promote adequate staff coverage during operating hours.
- Implemented sales and referrals with branch manager in effort to reach monthly goals
- Worked to meet branch performance standards including operating loss control, bank secrecy, and compliance with policies and procedures
- Overseen and assisted with the preparation of all branch reports for approval by branch manager
- Assisted branch manager in efforts to reach profit, performance, and customer service goals.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
Sales Associate
Old Navy
12.2001 - 02.2004
- Helped customers locate products and checked store system for merchandise at other sites.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Responsible for resolving all customer complaints
- Managed returns, exchanges and refunds in accordance with store policy.
- Worked to meet and exceed special targets for credit card applications, and specific product promotions.
Education
Bachelor of Science -
Parker University
Dallas, TX06.2026
Associate's degree - Health Science
Parker University
Dallas, TX01.2024
Skills
- Verbal and written communication
- Advanced Computer Skills
- Data Analysis
- Strong Organization
- Developing Solutions
- Data Collection & Research
- Financial and Operational Reporting
- Customer service
- Mentorship
- Cost management
Work Authorization
Authorized to work in the US for any employer
Timeline
Cost Basis Associate
American Stock Transfer Company
07.2014 - Current
Teller Manager
Capital One Bank
03.2004 - 06.2014
Sales Associate
Old Navy
12.2001 - 02.2004
Bachelor of Science -
Parker University
Associate's degree - Health Science
Parker University
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