Helena Bruno
Rumson,NJ
Summary
To return to the workforce bringing wisdom, maturity, and life experience. Highly organized, dependable, and possessing excellent communication and time appreciation skills. Intuitive, collaborative,and responsive in a work setting.
Overview
36
36
years of professional experience
Work History
Owner
Sheffield Properties,LLC
01.2001 - 08.2020
- Managed two mixed dwelling, multi family and commercial use, buildings. Managed and maintained 3 single family rental homes.
- Monitored timely receipt and reconciliation of rent collections in accordance with landlord and resident statute.
- Carefully managed cost control procedures. Supervised all repair and maintenance services. Diligent about redundancy and unnecessary costs.
- Prepared specifications, solicited bids and approved subcontracts for building projects.
- Developed schedules for projects and managed all processes to obtain jurisdictional permits and approvals.
- Performed regular job site observations to provide direction for general contractor personnel and subcontractor laborers.
- Oversaw entire building turnover process, enhancing communication between all construction management to facilitate smooth completion.
Senior Portfolio Administrator
J & W Seligman & Co., Incorporated
09.1989 - 11.1994
- Assisted two senior portfolio managers in administration of high net worth individual client portfolios.
- General Securities Representative Series 7 licensed.
- Closely calculated and monitored performance of client portfolios and generated reports detailing changes needed to achieve documented performance targets.
- Developed and updated spreadsheets and databases to track, analyze and report on performance and sales
- Conducted careful financial and covenant analysis of proposed transactions required to keep portfolios in line with account objectives and in some cases Trust regulations and stipulations.
- Trained new team members on applying due diligence procedures and regulatory mandates.
- Communicated market developments, portfolio changes and annual performance information to clients.
Senior Administrative Assistant
Rector Street Capital
10.1986 - 08.1989
- Supported program operations by preparing and updating documents, reports and spreadsheets.
- Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
- Compiled and updated equity position database three times a day for risk assessment and margin reporting.
- Coached new employees on administrative procedures, company policies and performance standards
Compliance Officer
Kidder, Peabody Group
09.1984 - 10.1986
- Responsible for maintaining all Securities and Exchange licensing requirements for registered representatives
- Enhanced regulatory, strategic and operational performance to keep in alignment with deadlines.
Education
High School Diploma -
St. Joseph High School
NY1984
Skills
- Proficient in all Google environments
- Detail oriented
- Perceptive and team motivating
- Positive attitude
- Situational adaptability
- Highly ethical
Volunteer Positions
Board of Directors, Rumson Education Foundation
Rumson, New Jersey |2013 - 2018
- Managed event logistics and operations, including support staff, vendor services and volunteers.
- Evaluated existing plans, processes and events planning services to identify opportunities for improvement.
- Co-Chaired large-scale community fundraising events
- Furthered Foundation's mission by collaborating and facilitating school and community-based grant applications.
Holy Cross Church CCD Teacher
2006-2016 - Virtus Certified - Criminal Background check
Junior League of Monmouth County
1996-2006
Timeline
Owner
Sheffield Properties,LLC
01.2001 - 08.2020
Senior Portfolio Administrator
J & W Seligman & Co., Incorporated
09.1989 - 11.1994
Senior Administrative Assistant
Rector Street Capital
10.1986 - 08.1989
Compliance Officer
Kidder, Peabody Group
09.1984 - 10.1986
High School Diploma -
St. Joseph High School
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