Seasoned professional with over 25 years of experience in the financial industry and more than 15 years in the sports and entertainment sector. Demonstrated success in identifying problems and crafting innovative solutions. Strong ability to translate client needs into effective business solutions. Proven track record of partnering with all organizational levels and adapting to changing business environments to achieve organizational goals.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Event Office Administrator
Madison Square Garden, MSG
08.2008 - Current
Serve as an event representative during New York Knicks and New York Rangers games, as well as concerts by Madison Square Garden, The Bowery Presents, and Live Nation.
Collaborate with management, union representatives, event promoters, government agencies, NYPD, and FDNY to address venue, performer, and employee needs.
Utilize superior customer service, problem-solving, and diplomacy skills to respond to high-level production requests under strict deadlines.
Provide exceptional and responsive service to local and international guests, including VIPs, during concerts and sporting events.
Monitor CCTV and radio/telephone communication, direct event calls to appropriate departments, maintain event documentation, report staffing levels and overtime assignments, and participate in special event-related projects.
Conduct daily service and team-building meetings.
Compile service-related information for management reports.
Maintain high levels of productivity in a demanding work environment.
Park Avenue Securities (Brokerage Specialist)
Guardian Life Insurance Co.
09.2000 - Current
Project management, process improvements, and training of outsource teams in India.
Establish and maintain Periodic Investment Plans, Systematic Withdrawal Plans, IRAs, ACATS, Account Journals, Reports, and Corporate Actions (REORG).
Verify all forms related to retirement processing.
Process mandatory and voluntary corporate actions (Tenders, Merger Acquisitions, Dutch Auctions, Odd-lot).
Maintain updated knowledge of IRA, SEP, SIMPLE, and ROTH account rules, including MRD 72(t) distributions and beneficiary regulations.
Monitor and confirm account transfers and ensure accurate journal entries.
Facilitate customer interaction via phone, email, and personal visits to resolve issues.
Execute requisitions and address issues promptly and accurately, ensuring a deep understanding of business and customer needs.
Maintain communication with branch offices, financial institutions, and internal operations units to facilitate client asset transfers.
Skills
La Guardia Community College (CUNY), AAS Executive Secretary
Anti-Money Laundering Training
Effective Business Communication Training
Exceptional Service Training
Code of Ethics Training
Kulture City Sensory Training
Certification
Notary Public, New York County
General Securities Series 7 License, FINRA
CNA License
Security License (New York)
TECHNICAL SKILLS
TECHNICAL SKILLS
Proficient in Microsoft Office, Outlook, Teams, NETX, AS400, ACATS System, Cisco Telecommunications, Ticketmaster Fanuser, Avigilon Control Center, Proximex (Video Surveillance software), Aware Manager, and 24/7 Venue Management System.