Seasoned Financial Services professional with 35 years of experience in IT, Accounting, and Customer Service. Drives project completion while effectively collaborating with management and cross-functional teams. Cultivates relationships with international partners and stakeholders to ensure alignment and success in diverse business environments.
Work History
Identity Access Management/Sailpoint Production Support
4 Years 9 Months
STATE STREET BANK | 01.2022 - Current
Assisted end users inside and outside of the Identity and Access Management program to solve issues via Service Now tickets and requests from key stakeholders.
Participate in and support projects and initiatives across the IAM program.
Provided reporting and data insights to IAM management and end users to support decision-making.
Implemented process improvements within the IAM program to enhance efficiency.
Support audit and provide audit deliverables to management.
Conducted data analysis on non-conforming file feeds to identify discrepancies.
Senior Securities Administrative Specialist
20 Years
01.2002 - 01.2022
Managed processes for information access troubleshooting, creating and modifying requests efficiently across Mainframe, Unix, Setiminder, Interchange, Active Directory, Tim, SAM, Essbase, TLM, Lotus Notes, RSA Secure Id, and Smart Cards.
Answers telephone questions and solve moderately complex problems. Adheres to policies and procedures set forth.
Resolved customer escalations promptly, ensuring effective communication throughout the process.
Documents work processed and communicates problems and issues to the shift manager.
Documented processed work and communicated problems and issues effectively to the shift manager.
Coordinated enterprise technology integration efforts to streamline operations.
Regional IT application and Accounting specialist.
2 Years
01.2000 - 01.2002
Prioritized system issues and identified solution alternatives for regional State Street facilities; diagnosed and solved in the 24-hour turn around time.
Troubleshot Oracle Server access and Trial Balance errors, ensuring compliance with service level agreement through effective communication.
Audited accounts and performed file maintenance and adjustments.
Import Cash Sweep accounts to determine cash availability of State Street sites to ensure availability to fund the group by start of business day.
Provided information as an advisor to clients on relevant services and solutions.
Senior Research and Client Service Specialist
7 Years
01.1993 - 01.2000
Coordinated financial analysis and accounting entries for bank-wide distribution, ensuring accuracy and compliance.
Processed global corporate actions and controls, supporting timely execution and reporting.
Supervised work scheduling processes to ensure efficient staff allocation.
Backup Supervisor for work scheduling.
Mutual Fund Accountant
2 Years
Mutual Fund Co. | 01.1991 - 01.1993
Executed General Ledger (GL) accounting, pricing, and reporting for a large Mutual Fund Co.
Compiled monthly financial statements and reconciled accounting balances to support timely decision-making.
Performed variance analysis.
Oversaw client communications and coordinated account transactions and reporting to enhance client satisfaction.
Customer Service Representative
2 Years
AMERICAN EXPRESS | 01.1989 - 01.1991
Resolved worldwide card member inquiries promptly and accurately, ensuring compliance with Fair Credit Billing Act.
Analyzed internal resources and prepared management reports to support decision-making.
Resolved card member inquiries with accurate account research and prompt service recovery.
Managed billing disputes, charge investigations, and adjustments while maintaining compliance standards.
Coordinated fraud-related concerns with specialized teams to protect customer accounts.
2 Years
ARTHUR D’ANGELO, C.P.A. | 01.1987 - 01.1989
Completed Income Tax returns for the 1987 and 1988 tax seasons.
Performed general accounting functions for the company.
Education
Bachelor of Arts
Eastern Nazarene College | Quincy, MA | 05-1989
Licensed CPR certification American Heart Association
- Student Nurse
Brockton School of Nursing
Realtors's License
Mass Assoc of Realtors | 09-2005
Skills
Friendly
positive attitude
Teamwork and collaboration
Customer service
Problem-solving
Time management
Attention to detail
Flexible and adaptable
Dependable and responsible
Multitasking Abilities
Excellent communication
Critical thinking
Computer skills
Organizational skills
Calm under pressure
Active listening
Organization and time management
Decision-making
Problem resolution
Verbal communication
Timeline
Identity Access Management/Sailpoint Production Support
STATE STREET BANK
01.2022 - CurrentRead More
Senior Securities Administrative Specialist
01.2002 - 01.2022Read More
Regional IT application and Accounting specialist.
Support Engineer, Microsoft Office 365 Security and Purview Compliance Management, Microsoft Exchange Online (Email Security) and Identity Access Management at Concentrix Private LimitedSupport Engineer, Microsoft Office 365 Security and Purview Compliance Management, Microsoft Exchange Online (Email Security) and Identity Access Management at Concentrix Private Limited