Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate.
Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives
Detail-oriented ability to handle multiple tasks simultaneously
Processed deposits and credit card payments.
Performed other duties as assigned or delegated.
Performed analysis as required to understand financial and operational performance of business.
FRAUD ANALYST
J.P. MORGAN CHASE
09.2018 - 07.2019
Determine existing fraud trends by analyzing accounts and transaction patterns.Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.Provided exemplary level of customer service to all individuals, including clients and company personnel.Developed and maintained courteous and effective working relationships.Summarized all key information regarding investigation into detailed report for delivery to client.
FRAUD ANALYST
MACY’S
09.2016 - 09.2018
Observed customers transactions to identify fraudulent activity.Resolve queued transactions within the service level agreements to reduce potential revenue losses.Interacted with banks and customers to validate information and to confirm or cancel authorizations.Contacted customers directly to notify of fraudulent activity and minimize impacts.Handled 350+ calls per week to address customer inquiries and concerns.Actively listened to customers' requests, confirming full understanding before addressing concerns.
FRONTLINE CASHIER
Walmart
10.2014 - 09.2016
Greeted customers and responded to requests for information.Maintained accurate system inventory by correctly inputting data changes.Tracked inventory, located items and requested new merchandise with hand-held scanners and cellular devices.Increased sales by offering advice on purchases and promoting additional products.Determined customer requirements and suggested ideal product offerings to meet needs and boost revenue.
VP of Project Management – Wealth Management Client Services at Citigroup Inc.VP of Project Management – Wealth Management Client Services at Citigroup Inc.