Kassandra Santana
FRAMINGHAM,MA
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills. Able to work independently or in a team setting. Personally dedicated to continuously improve via personal development growth to meet the organizations and personal short or long-term goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Account Manager-Operations Department
Bolton Global Capital
Bolton, MA
05.2016 - Current
- Acted as the main point of contact between advisors and Pershing's representatives.
- Built and maintained productive relationships with a group of 5-7 advisor teams.
- Experience in dealing with high-net-worth clients and advisors with high AUM portfolios.
- Would conduct due diligence to prevent fraud and or money laundering.
- Proficient in account transitions via ACAT, Direct Registration transfer (DRS), Local Market Transfer, Euroclear, DTC, and much more.
- Would Review articles of association, shareholder certificates, LLC, and Partnership documentation to establish beneficial ownership and other relevant client information.
Assistant Credit Manager
Atlantic Importing
Framingham, MA
06.2013 - 03.2016
- Responsible for the credit and collection activities on accounts assigned by the Credit Manager.
- Analyze, update, and review credit files on regular basis, recommending changes in credit lines.
- Maintain a department organizational structure sufficient to meet all goals and objectives.
- Place accounts on credit hold and release orders as checks are received.
- Answer phone calls and overflow calls from the Credit Manager.
- Prepare collection spreadsheets to assist in the collection of balances owed.
Education
Bachelor of Science - Business Administration And Management
Fitchburg State University
Fitchburg, MA05.2019
Skills
- Exceptional customer service skills
- Effective multitasking & Prioritizing skills
- Excellent communication and interpersonal skills
- Goal Setting
- Proficient in Pershing's NETX360 platform
- Perform well independently and in team-centered situations
- Strong Attention to detail
Languages
Spanish
Native/ Bilingual
Certification
- Finra Series 24:General Principal Representative Examination Oct,2023.
- Finra Series 7 : General Securities Representative Examination Jan ,2019.
- Finra SIE - Securities Industry Essentials Examination
Oct ,2018. - Finra Series 99 - Operations Professional Examination
May ,2016.
Timeline
Account Manager-Operations Department
Bolton Global Capital
05.2016 - Current
Assistant Credit Manager
Atlantic Importing
06.2013 - 03.2016
Bachelor of Science - Business Administration And Management
Fitchburg State University
- Finra Series 24:General Principal Representative Examination Oct,2023.
- Finra Series 7 : General Securities Representative Examination Jan ,2019.
- Finra SIE - Securities Industry Essentials Examination
Oct ,2018. - Finra Series 99 - Operations Professional Examination
May ,2016.
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