Fox Asset Management (Red Bank, NJ) 6/2005 — 6/2006 Client Records • Classify, store, retrieve and update client information for 1,200 accounts • Examine and
code incoming transactions of deposits and withdrawals on a daily basis • Direct proper disposal of all files annually in accordance with legal requirements • Manage all contact and legal document shipping /
tracking via FedEx, UPS, and
DHL • Set and strictly adhere to project budgets and timelines • Promoted for excellence in team leadership and project management abilities