Valerie Anastasio
Mount Juliet,TN
Summary
Experienced, knowledgeable and effective financial professional. Strong relationship management skill that would benefit any business model. Responsible, respectful and candid communicator.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Client Service Specialist
UBS through Veterans Sourcing Group
02.2022 - 10.2022
- Performed operational assistance and support by educating participants averaging 50 daily calls.
Client Services Assistant
Southwestern Investment Group
06.2018 - 03.2019
- CSA for Steven Lange, Supported producer needs and all required account documentation for full book of clients
- Managed calendar, events and email.
Licensed Insurance Assistant
Farmers Insurance and Financial Solutions
Agency, Tn
09.2014 - 06.2018
- Daryl Foster, Brentwood TN
- Transferred to Jim McKee Agency Brentwood TN Client Services representative and Insurance Producer
- Allee Insurance Agency Independent agent
- Supported three producers clients services needs and office management
- Quoting property and casualty insurance needs, support for life and commercial insurance
- Supported 2 separate agencies
- August 2017 included special projects and agent training for District office with Lisa Telwar and Dennis Gillespie.
New Recruit Senior Associate
JC Bradford to UBS Financial Services
Nashville, TN.
10.1999 - 12.2013
- Performed account transfers for private banking clients including movement of various types of security instruments
- Ensured timely and accurate settlement of various transactions for discretionary and non-discretionary client accounts.
- Established strong relationship management with internal clients (Client Advisors) and external counterparties (banks/broker dealers).
- Coordinated with Margin and Securities Backed Lending areas to secure transfers that met with equity requirements for incoming loans/margin transfers to the firm.
- Validation of incoming client account instructions including ACATS transactions and direct movement of securities in coordination with various sub-custodian networks.
- Daily interaction with Client Advisors and On Boarding specialists regarding status of pending asset transfers along with extensive communication with various counterparties to ensure timely movement of security assets
- Review of documentation, Trust agreements, Transfer forms, Purpose and non-purpose loan transfer agreements, Retirement documents and additional required documentation
Operations Client Account Manager
First National Bank and Trust
Hopkinsville, KY.
06.1995 - 06.1997
- Client interaction opening accounts, review and explain account activity and account balancing.
Multiple Bank Services
Fort Riley National Bank
Fort Riley, KS.
04.1992 - 05.1995
- Client services for military cliental to review and service their account activity
- Daily balancing of ATM transactions and records
- Micro encoding and data entry of balancing of deposits for servicemen and business clients
Education
Business Associates courses - Business Administration
Mountain State College (Beckley College)
Beckley WVHigh School Diploma -
Woodrow Wolson High School
Beckley, WV06.1987
Skills
- Peoplesoft
- Rumba ( Reflections)
- Excel
- Insurance quoting systems
- GENESYS
- Professional development completed in multiple brokerage training classes
Certification
- Continuing education in Life/Accident & Health/Property & Casualty, License 2287827
- SEI FINRA test completed
- Awarded Operations Service Principle Award for Ownership 2011 from UBS
Timeline
Client Service Specialist
UBS through Veterans Sourcing Group
02.2022 - 10.2022
Client Services Assistant
Southwestern Investment Group
06.2018 - 03.2019
Licensed Insurance Assistant
Farmers Insurance and Financial Solutions
09.2014 - 06.2018
New Recruit Senior Associate
JC Bradford to UBS Financial Services
10.1999 - 12.2013
Operations Client Account Manager
First National Bank and Trust
06.1995 - 06.1997
Multiple Bank Services
Fort Riley National Bank
04.1992 - 05.1995
Business Associates courses - Business Administration
Mountain State College (Beckley College)
High School Diploma -
Woodrow Wolson High School
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