Overview
Work History
Education
Accomplishments
Timeline
Generic

Constantine Elias Karis

Brooklyn,NY

Overview

8
8
years of professional experience

Work History

Associate Director

Oppenheimer & Co. Inc.
02.2022 - Current
  • Assisted senior leadership in managing all aspects of operations while adhering to compliance regulations.
  • Conducted analysis of funds and 401(k) plans to identify and resolve investment problems and risk and ensure proper fee structure was in place.
  • Engaged analytical subject matter experts outside project teams to drive troubleshooting of critical process-related deviations and enhance process improvements.
  • Confirmed 401(k) documentation for accurate fund recommendations, collaborating with Regional Managers, Financial Advisors, Research Analysts, and various internal and external stakeholders.
  • Processed Monitoring Reports end-to-end with accurate data input into various funds including collaborating with upper-management to produce a fund recommendation list for Financial Advisors.


Administrative Assistant

Oppenheimer & Co. Inc.
08.2021 - 01.2022
  • Analyze fund reports and plan details with Financial Advisors and Clients to choose investment's that best support their financial needs.
  • Assessed all 401(k) plans to ensure Financial Advisors are following compliance and regulatory rules
  • Assist clients and financial advisors with all retirement related questions via email and over the phone.
  • Manage assets and commissions for over 350 401(k) plans using Microsoft Excel.
  • Created detailed expense reports and requests for capital expenditures.

Project Manager

Sirak Construction Corp.
07.2016 - 08.2020
  • Regulated and managed construction plans, materials, budgeting and staff to complete over $25 million in projects over 4 years
  • Supervised day-to-day activities of 12-person team of contractors to promote productivity and efficient use of company resources
  • Created schedules and roadmaps for projects with budgets ranging from $2 million to $11 million, spending 7% under budget on average
  • Collaborated extensively with supply chain operations teams to innovate and develop faster delivery methods and scheduled delivery, resulting in enhanced efficiency and risk reduction in the delivery of critical equipment.
  • Provided regular and comprehensive reporting on the status of the supply chain risk management program to upper management and, facilitating informed decision-making processes.

Team Manager

ALFRED STATE BASEBALL
01.2019 - 02.2020
  • Upkeep of team archives and databases, Financial budgeting, Recorded statistics and analytics data, Schedule practices and communicate with over 25 different players.


Education

Bachelor of Business Administration - Supply Chain Management and Logistics

ALFRED STATE, SUNY COLLEGE oF TECHNOLOGY
Alfred, NY
12.2020

Accomplishments

  • Certifications: Certified Funds Specialist, Flagman, Aerial Awareness Operation, OSHA 30-Hour, Lead Inspector Certification.

Timeline

Associate Director

Oppenheimer & Co. Inc.
02.2022 - Current

Administrative Assistant

Oppenheimer & Co. Inc.
08.2021 - 01.2022

Team Manager

ALFRED STATE BASEBALL
01.2019 - 02.2020

Project Manager

Sirak Construction Corp.
07.2016 - 08.2020

Bachelor of Business Administration - Supply Chain Management and Logistics

ALFRED STATE, SUNY COLLEGE oF TECHNOLOGY

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Constantine Elias Karis