
Dynamic professional with a strong background in customer service and problem-solving. Skilled in managing high-volume caseloads and adapting to fast-paced environments. Ready to enhance organizational efficiency and deliver exceptional client experiences.
Handle initial filings, annual renewals, sales reporting and amendments for various proprietary mutual funds.
Provide mutual fund prospectuses, SAI, annual reports and sales literature to all states
Handle mutual funds internal audit reviews
Facilitate payment and ensure proper custodial accounting of monthly filing fees
Actively participated in document production and document reviews.
Summarized depositions and court transcripts
Created complex coverage documents to be used in trial