Karan Sharpe
Kernersville,NC
Summary
Results-focused business professional with strength in Wholesale and Retail Audit, Wholesale and Retail Contract payment support, Ultra High Wealth Client Alternative Asset support, Mutual Fund Trading and Small Business support. Proactive leader with strengths in communication and collaboration. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes. Proven expertise in conducting a variety of wholesale and retail contractual reviews and audits and devising successful improvement strategies. Methodically evaluated documents and systems and initiated corrections in compliance with established standards. Superb analytical and communications skills enabled optimum results.
Overview
19
19
years of professional experience
Work History
Senior Wealth Relationship Support Coordinator
Wells Fargo
Winston-Salem, NC
04.2022 - Current
- Maintained accurate records of client portfolios using a variety of software applications.
- Ensured compliance with all applicable laws, regulations and ethical standards governing wealth management activities.
- Prepared detailed financial performance reports and monitored markets.
- Ensured accuracy of financial records and documents by performing reconciliations and analyzing discrepancies.
- Maintained accurate portfolio positions in the system by tracking all changes in securities.
- Maintained an up-to-date database of deals sourced from various sources such as brokerages, research firms.
Small Business Co-Owner
Carolina Fleetwash II Inc.
Kernersville, NC
01.2010 - Current
- Managed company-wide budgets, payroll, accounting and all other financial operations. (Small Family run business)
Discounting Trade Support
IBM (PEPSICO)
Winston-Salem, NC
01.2022 - 04.2022
- Conducted thorough reviews and analyses of payments to guarantee accuracy and completeness before processing them.
- Researched and validated customer account payments for accurate application and reconciliation.
Team Leader Audit Dept / Discounting Analyst
Experis Financial (Reynolds American Tobacco)
Winston-Salem, NC
10.2006 - 10.2021
- Elevated to leadership role based on demonstrated ability to deliver exceptional customer service and strong work ethic.
- Led a team of employees, overseeing activities to increase productivity and efficiency.
- Maintained high standards of adherence to company policies by addressing coworkers' inquiries and conducting training sessions.
- Delegated assignments to enhance team productivity and ensured accuracy in work review
- Identified and assisted in resolving Wholesale reporting issues by using knowledge of supplier workflow and reporting practices.
- Integrated process improvements to identify contracted retail customers that's purchase patterns indicated fraudulent behaviors.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Assisted with customer requests and answered questions to improve satisfaction.
- Displayed strong telephone etiquette, effectively handling difficult calls.
Account Trader, Mutual Fund Operations
US Bankcard Services Inc.
Winston-Salem, NC
06.2005 - 10.2006
- Maintained compliance and guidelines for all trading standards.
- Monitored investments, including reviewing receipts, fund identifiers and other shareholder materials for discrepancies.
- Acted as buyer or seller representative when arranging sales.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Demonstrated self-reliance by meeting and exceeding workflow needs.
Skills
- Operational management
- Documentation compliance
- Regulatory requirements
- Process improvement
- Financial administration
- Financial management
- Reporting skills
- Production monitoring
- Resource allocation
- Customer service
- Problem resolution
- Invoice generation
Timeline
Senior Wealth Relationship Support Coordinator
Wells Fargo
04.2022 - Current
Discounting Trade Support
IBM (PEPSICO)
01.2022 - 04.2022
Small Business Co-Owner
Carolina Fleetwash II Inc.
01.2010 - Current
Team Leader Audit Dept / Discounting Analyst
Experis Financial (Reynolds American Tobacco)
10.2006 - 10.2021
Account Trader, Mutual Fund Operations
US Bankcard Services Inc.
06.2005 - 10.2006
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