Jerry Ann Cunningham
Verified
Devoted to servicing our UHNW private wealth clients and multi-generation estate planning. Daily execution of private equity investments along with equity and fixed income trading, opening new accounts, transfers of assets or cash, coordinating collateral accounts, extending multi-margin accounts; and executing all cashiering requests. Ensures the onboarding process for new clients and implantation of asset allocation, which includes coordination of third-party service professionals (e.g., tax, legal, banking, insurance). Being extremely organized, self-disciplined with attention to detail and the ability to multi-tasking while remaining patient are necessary when receiving 10-15 client calls along with 10-15 email requests per day as well providing support to Greg Reid, President of MLP Complex. Daily demonstration of knowledge of Windows, Microsoft Office software (Email, Calendar, Word, Excel, etc.) and Fidelity WealthScape along with data entry into Salesforce, Tamarac, EverNote, Advent, Laserfiche, Concur and ADP systems. Other skills include: typing 90wpm, ten-key by touch, ability to adhere to strict compliance guidelines in accordance to ,u licenses Series 7, 63, 65/66, which have been held since 1996.