Open To Work
Velma Fisher
Newport,MI
Summary
Experienced and organized professional with 19 years of stock account transfers. Seeking a long-term position requiring an expert in compliance, auditing, reconciling, training, and developing efficiency processes.
Overview
19
19
years of professional experience
Work History
Transfer Team Lead/Specialist
Raymond James & Associates
Southfield, USA
01.2007 - Current
- Advanced through multiple roles, demonstrating trusted leadership and operational excellence.
- Train, mentor, and coach team members on procedures, compliance standards, and performance expectations.
- Act as a resource and escalation point for complex or high-priority cases, supporting peers and leadership.
- Foster a collaborative, professional work environment through open communication and role modeling company values.
- Provide cross-functional and leadership backup support to ensure operational continuity and adequate coverage.
- Coordinate work across multiple stations to meet production goals while maintaining quality and accuracy.
Education
Some College (No Degree) - Finance
Our Lady of Mt. Carmel
Wyandotte , MISkills
- Cash flow management
- Due diligence
- Planning and organization
- Reasoning and logic
- Time management
- Teamwork
- Integrity
- Financial record keeping
- Regulatory compliance
- Fraud detection techniques
Activities
- Member of the Village of Estral Beach Council and Zoning Board of Appeals
- Cooking and Baking
- Home Improvement Projects
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
RemoteSalary Range
$75000/yr - $200000/yrTimeline
Transfer Team Lead/Specialist
Raymond James & Associates
01.2007 - Current
Some College (No Degree) - Finance
Our Lady of Mt. Carmel