LaToya Wilson
Quincy,MA
Summary
A driven professional seeking a challenging positions that values strong analytical skills, business partnering and communication. SUMMARY OF QUALIFICATIONS Excellent project management, analytical and decision making skills Self-motivate supervisor who shows the way through example by demonstrates understanding of, and effectively cooperates with subordinates and senior level management Experience with personal trading surveillance and systems (SMAC, FundLinx Systems, DOS, Vertical Management Systems and Bloomberg) Experience communicating with all levels of management and preparing daily/monthly forecasting reporting Familiar with key banking and lending regulations: NASD, SEC, and AML Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
18
18
years of professional experience
Work History
Senior Trust Specialist
John Hancock
11.2020 - Current
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Liaised with customers and funding sources to identify and remove roadblocks to business funding.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Completed trades on [Type] energy derivatives, increasing profits [Number]%.
Business Analyst
John Hancock
10.2015 - 10.2020
- Interacted with internal customers to understand and translate business needs into requirements and project scope.
- Collaborated with stakeholders to define project objectives and criteria.
- Performed gap analysis to identify areas of improvement.
- Improved business direction by prioritizing customers and implementing changes based on collected feedback.
- Collaborated with stakeholders to identify business needs and data sources.
- Generated business intelligence reports to inform strategic decision-making.
- Developed customized reports, summarizing and presenting data in visually appealing format.
- Provided technical support for troubleshooting analytics and reporting issues.
- Created dashboards to monitor and track key performance indicators.
- Generated standard and custom reports to provide insights into business performance.
Senior Operation Specialist
New York Life Retirement Plan Services
02.2006 - 10.2015
- Managed daily trading and reconciliation functions for retirement plans: Incoming/Outgoing wires, issuance of disbursements, deposits of incoming checks and remittance of federal and state taxes
- Monitored and audited team’s daily trade activities to ensure all procedures are compliant with regulatory rules
- Reconcile cash and share positions for all funded and unfunded holdings in Trust
- Prepare monthly cost variance analysis reports and identify trends for Senior Management
- Work closely with Managers to identify departmental training needs, develop materials and interview prospective employees
- Contribute to the development and implementation of new/updated personal trading policies
- Work closely with outside vendors to resolve day-to-day issues for clients.
- Trained and mentored [Number] lower-level employees in [Year].
- Managed IRA portfolio to provide tax reporting for customer transactions and EOY reporting.
- Identified workflow improvements and worked with operations team to establish new procedures.
- Conducted post-trade processing and resolved trade settlement issues.
- Assisted customers with questions and problems to build brand loyalty and cultivate lasting business relationships.
- Compiled training materials for new employees and tracked skill development.
- Conducted root cause analysis in deficient areas to identify and resolve issues.
- Devised and implemented processes and procedures to streamline operations.
- Developed and updated tracking spreadsheets for process monitoring and reporting.
Education
Bachelor of Arts - Political Science
Tuskegee University
Tuskegee, AL08.2023
Master of Arts - Business Administration
University of Phoenix
Braintree, MA07.2008
Skills
- Securities Advisement
- Wholesale Power Scheduling
- Transaction Recordkeeping
- Trade Policy Evaluation
- Analytical and Critical Thinking
Timeline
Senior Trust Specialist
John Hancock
11.2020 - Current
Business Analyst
John Hancock
10.2015 - 10.2020
Senior Operation Specialist
New York Life Retirement Plan Services
02.2006 - 10.2015
Bachelor of Arts - Political Science
Tuskegee University
Master of Arts - Business Administration
University of Phoenix
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