Summary
Overview
Work History
Education
Skills
Timeline
Generic

Manuel E Bernal

Royal Palm Beach

Summary

A diligent and committed team contributor with excellent organizational skills, I have successfully managed multiple projects simultaneously, ensuring precision and productivity in all tasks. My effective prioritization and consistent adherence to deadlines have played a crucial role in achieving project success. With extensive leadership experience, I possess a solid background in guiding teams, overseeing complex projects, and driving the accomplishment of strategic objectives. I excel in creating streamlined processes, maintaining high standards, and aligning efforts with organizational goals. My collaborative approach and unwavering dedication to excellence are widely recognized in the industry.

Overview

24
24
years of professional experience

Work History

Credit Financial Analyst for Large Business

Rose International Inc.
01.2022 - Current
  • Responsible for assessing and advising on the Creditworthiness of prospective and existing customers
  • Take appropriate action to recover overdue payments.

Client Service Associate for Wealth Advice Center-International Concentration

UBS Financial Services
09.2010 - 10.2019
  • Coordinate with Compliance and Operations to improve communications with clients to implement evolving regulations in the international space.

Financial Analyst for Global Wealth Management-Operations

Morgan Stanley
07.2007 - 08.2010
  • Reconcile Automated & Manual House accounts daily for Global Wealth Management, Private Wealth Management, Asset Management, Client Services, and Accounts Payable.

Sales Associate (SA)

TD BankNorth/Hudson United Bank
06.2004 - 05.2007
  • Assist the Branch Supervisor in balancing cash drawers, the branch vault, and the ATM.

Senior Sales and Service Representative (SSA)

Fleet Bank/Summit Bank
07.2000 - 07.2002
  • Cross-sell company products to meet monthly goals.

Education

Bachelor of Arts in Physical Education - Athletic Training

Kean University
Union, NJ
08.2004

Skills

  • Speak Fluent Spanish
  • Microsoft Word
  • Excel
  • Customer Service
  • Cross training
  • Oracle
  • CRM
  • Inbound and outbound Call Center

Timeline

Credit Financial Analyst for Large Business

Rose International Inc.
01.2022 - Current

Client Service Associate for Wealth Advice Center-International Concentration

UBS Financial Services
09.2010 - 10.2019

Financial Analyst for Global Wealth Management-Operations

Morgan Stanley
07.2007 - 08.2010

Sales Associate (SA)

TD BankNorth/Hudson United Bank
06.2004 - 05.2007

Senior Sales and Service Representative (SSA)

Fleet Bank/Summit Bank
07.2000 - 07.2002

Bachelor of Arts in Physical Education - Athletic Training

Kean University
Manuel E Bernal