John Blake
Port Saint Lucie,FL
Summary
Self-motivated and enthusiastic worker with vast experience in many different fields. Bringing forth a proven track record of achievement and a reputation for positive collaboration. Confident, hard working, and committed to seeing results in whatever position I am in. Reliable and dedicated to finding a place that will benefit from my superior skill set and energetic drive.
Overview
18
18
years of professional experience
Work History
Investment Services Specialist
MassMutual Financial
Charlotte, NC
07.2016 - 05.2025
- Informed advisors daily of trade-related debits, ensuring timely action on deadlines.
- Executed trade corrections promptly to mitigate market risk.
- Processed margin-related requests, including margin calls, mailgrams, and debit balances.
- Reviewed service requests, addressing client issues to improve satisfaction.
- Worked closely with internal departments such as Compliance and Operations to ensure smooth processing of orders and requests from clients.
Margin Analyst
MetLife Securities
Charlotte, NC
03.2011 - 07.2016
- Processed margin calls, mailgrams, stock receipts, and worthless securities to ensure timely and accurate financial operations.
- Managed pay/no pays for checkwriting to adhere to strict deadlines.
- Reviewed documentation for check, wire journal, and ACH processing to ensure compliance.
- Notified advisors of resolutions to issues, facilitating smoother workflow and adherence to operational timelines.
Senior Operations Associate
Stifel Nicolaus & CO. Inc
Florham Park, NJ
09.2007 - 01.2011
- Acted as liaison between advisors and operational departments to analyze information needs and functional requirements for timely research delivery.
- Resolved escalated requests to enhance advisor satisfaction. and provided status updates to advisors through phone and email communications.
- Entered information into customer accounts within back office beta system for accurate records.
Education
High School -
Glen Rock High School
01-1974
Skills
Service resolution strategies
- Problem solving
- Attention to detail
- Microsoft Office proficiency
- Telephone communication
- Team collaboration
- Effective communication
- Relationship management
Timeline
Investment Services Specialist
MassMutual Financial
07.2016 - 05.2025
Margin Analyst
MetLife Securities
03.2011 - 07.2016
Senior Operations Associate
Stifel Nicolaus & CO. Inc
09.2007 - 01.2011
High School -
Glen Rock High School