Joseph (Jack) Breen
Manhasset,NY
Summary
Hard working professional with a business background and experience in the Supply Chain industry. Strong analytical and communications skills, with a profound ability to motivate others and achieve results.
Overview
5
5
years of professional experience
Work History
Account Specialist
Turtle Integrated Supply
New York, NY
01.2024 - Current
- Work alongside Engineers of Rockefeller Center. Manage MRO Operations and Purchasing for ongoing projects
- Oversee accounts payable and accounts receivable, as well as expenses for site
- Responsible for sourcing parts and equipment. Field quotes from vendors and negotiate competitive pricing for end users.
- Liaison between customers and vendors. Strategically source products in a timely manner due to lack of warehousing space
- Build and establish relationships with local vendors, and continuously seek to improve operational efficiency
Business Analyst
Wealth Management Operations, E*TRADE Morgan Stanley
Jersey City, NJ
04.2022 - 05.2023
- Reviewed new client brokerage applications and ensured accuracy of information in search database systems
- Participated in ongoing training on fraud management and KYC procedures. Ensured source of funds was specified on client accounts
- Verified client documentation and updated sensitive information in CRM database system
- Managed account inquiries and collaborated with cross-functional teammates to resolve client issues. Partnered closely with Fraud, IT, and Client Services in the U.S And Globally
- Maintained over 95% accuracy across designated workflows and performed data reconciliation projects regularly to ensure accuracy in reporting
- Gained a deeper understanding of the daily business processes that support the firm and implemented strategies to improve operational efficiency and customer service experience.
Logistics Coordinator
Northwell Health
New Hyde Park, NY
03.2021 - 03.2022
- Assisted Northwell Health Community Relations Department in the planning of sponsorship events. Managed storeroom of equipment and materials
- Conducted outreach to local businesses to secure participation for events
- Coordinated with local sponsors and faith-based organizations to secure event space for outreach missions
- Worked closely with the internal procurement team to forecast supply needs
- Streamlined supply chain management process by tracking and categorizing warehouse orders and supplies for upcoming events
- Coordinated with commercial moving companies to ensure timely delivery and organization of event setup supplies.
Mover
O'Shea Moving Service
New Hyde Park, NY
09.2019 - 12.2020
- Mover for a busy commercial and residential moving company while attending college. Responsible for the safe transport of high-end merchandise throughout the tristate area. Assisted with billing, scheduling, and addressing customer inquiries.
Education
B.S Business Administration, Minor in Organizational Leadership -
Fordham University
05.2020
College Preparatory Diploma Program -
Chaminade High School
Skills
- Proficient in MS Office and Excel, Pivot Tables and VLOOKUP
- InforSX Ordering System, EZInventory Database system
- CRM Database systems, Broadridge ADP Platform,TransUnion and Equifax systems
- Learning SQL Programming, and SQL for Finance Professionals- LinkedIn Learning Certifications
Timeline
Account Specialist
Turtle Integrated Supply
01.2024 - Current
Business Analyst
Wealth Management Operations, E*TRADE Morgan Stanley
04.2022 - 05.2023
Logistics Coordinator
Northwell Health
03.2021 - 03.2022
Mover
O'Shea Moving Service
09.2019 - 12.2020
B.S Business Administration, Minor in Organizational Leadership -
Fordham University
College Preparatory Diploma Program -
Chaminade High School
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