Summary
Overview
Work History
Education
Certification
Timeline
Generic

JENNIFER BIRD

East Northport,NY

Summary

  • Highly motivated and results-oriented professional with exceptional interpersonal and communications skills and an extensive background in the following competencies:
  • Budgeting
  • Client Relations
  • Cash Management
  • Team Leadership
  • Conflict Resolution and Negotiation
  • Organizational skills
  • Project Coordination
  • Employee Training
  • Sage X-3 Software
  • Proven ability to cultivate productive relationships with clients, associates, and key decision makers.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Director of Finance

Charter Oak Financial
04.2020 - Current
  • Produced statements and payments of all MMLIA business both ASH and Crump for all of Charter Oak Financial
  • Processed all AAA, DOA and Teaming payments for the Melville office
  • Managed Brokerage ERA and Brokerage Director Comp for the Melville office
  • Point person for a special Brokerage relationship set up by Home Office for monthly payments since 2018
  • Handled monthly payroll for approximately 80 person staff including coordinating 401k allocations as well
  • Implemented monthly collection of Tech and Firm Fees as well as the Occupancy Program for the Melville Office
  • Processed all accounts payable and receivable for Melville location
  • Managed the production of monthly monitoring reports tracking SM P&Ls, Current Class production and Brokerage

Chief Financial Officer – Business Manager

MassMutual Greater Long Island
03.2011 - 04.2020
  • Monitored Firms financial reports, including balance sheets, income statements, and statements of cash flows in conjunction with Firm’s Accountant to prepare corporate tax returns
  • Implemented tax planning strategies that minimized liabilities while ensuring full compliance with local, state, and federal laws
  • Collaborated with executive leadership to establish budgetary guidelines and allocate resources efficiently across the Firm
  • Directed company's budgeting process in conjunction with both the General Agent and Home Office, including setting financial targets, performance monitoring, and adjusting strategies as necessary
  • Managed a high-performing Finance team, providing guidance and mentorship to foster professional growth and development
  • Prepared reliable current and forecasting reports focused on cash flow and cost control
  • Supervised the payment of AAA, DOA, Teaming, comp agreements, MMLIA and Brokerage for the Firm
  • Developed financial strategies that align with the Firm's long-term business goals while monitoring expenses and cash flow
  • Managed the Firms Occupancy Program
  • Negotiated favorable credit terms with banks for increased borrowing capacity and reduced interest expenses, including a line of credit and a letter of credit for leased property in NYC
  • Managed vendor relationships and negotiated contracts
  • Executed Sales Manager Comp agreements in collaboration with General Agent’s sales goals
  • Prepared accurate financial statements at end of quarter to summarize financial health and business performance.

Senior Registered Client Service Associate

Morgan Stanley Smith Barney
09.2010 - 03.2011
  • Moved to Morgan Stanley Smith Barney with Financial Advisor
  • Successfully executed a leadership role in moving a $150 million book of business from First Allied Securities
  • Prepared managed money proposals and worked with advisor in the asset allocation of client portfolios
  • Met with advisor to implement detailed financial plans encompassing retirement planning, insurance planning, tax planning and investment analysis.

Registered Investment Coordinator / Executive Assistant

First Allied Securities Inc. and Fuoco Group LLP
11.2005 - 09.2010
  • Cultivated relationships with clients offering advice in developing investment strategies consistent with their time horizon, goals and objectives
  • Monitored economic and tax developments to determine their impact on client’s financial situation
  • Played a lead role in growing the business from $75 million to $150 million in assets under management
  • Assisted in creation, editing and proofreading of financial statements for corporate tax clients
  • Distributed financial statements to audit clients after receiving proper documentation.

Senior Registered Sales Assistant

Lebanthal, a division of Advest Inc.
04.2005 - 11.2005
  • Completed the transfer of approximately $125 million in assets for two Financial Advisors from Bank of America Investment Services
  • Designed and updated advisors website and utilized marketing tools to increase business opportunities
  • Advest Inc. was purchased by Merrill Lynch in November 2005.

Registered Sales Assistant

Smith Barney
02.2004 - 04.2005
  • Coordinated client trade executions of Rule 144 and cashless stock option exercises
  • Tracked asset allocation of equity vs
  • Fixed income percentages for Portfolio Manager
  • Managed the practice's fixed income business by consulting with the fixed income trading desk to discuss trading opportunities and reviewing accounts for redemption and call activities on fixed income assets.

Senior Registered Sales Assistant

Morgan Stanley
11.2001 - 02.2004
  • Calculated financial advisors syndicate allocations for Initial and Secondary Public Offerings for the branch
  • Executed trades for equity, syndicate, fixed income, mutual funds, annuity and unit investment trusts
  • Worked closely with the internal insurance, money management and retirement planning specialists

Financial Advisor

Prudential Financial
11.1998 - 07.2001
  • Formulated and implemented multifaceted marketing program, including seminar presentations, target marketing campaigns, and direct mailings
  • Created financial plans for new and existing clients using a comprehensive approach that better prepared them to anticipate their needs and achieve their goals.

Education

Master of Business Administration – Finance -

ST. JOHN’S UNIVERSITY
05.2007

B.A., Government & Politics, Minor in Business Administration -

ST. JOHN’S UNIVERSITY
05.1997

Certification

  • Series 7
  • Series 6
  • Series 66
  • NYS Life and Health License

Timeline

Director of Finance

Charter Oak Financial
04.2020 - Current

Chief Financial Officer – Business Manager

MassMutual Greater Long Island
03.2011 - 04.2020

Senior Registered Client Service Associate

Morgan Stanley Smith Barney
09.2010 - 03.2011

Registered Investment Coordinator / Executive Assistant

First Allied Securities Inc. and Fuoco Group LLP
11.2005 - 09.2010

Senior Registered Sales Assistant

Lebanthal, a division of Advest Inc.
04.2005 - 11.2005

Registered Sales Assistant

Smith Barney
02.2004 - 04.2005

Senior Registered Sales Assistant

Morgan Stanley
11.2001 - 02.2004

Financial Advisor

Prudential Financial
11.1998 - 07.2001

Master of Business Administration – Finance -

ST. JOHN’S UNIVERSITY

B.A., Government & Politics, Minor in Business Administration -

ST. JOHN’S UNIVERSITY

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