1. ANNE TALIGNANI
EDISON, NJ 08817
HOME: 732-287-3027
CELL: 732-841-2115
anne.talignani@optimum.net
Financial Servicesprofessional withoutstandingskills deliveringWorldClassServiceto Fortune 500 Companies’
CustomersandFieldForce. Experience includes transactionprocessing, suitabilityreview andaccountownership, on
demandtrading, trade reconciliation, andregulatorytransactions.
PROFESSIONAL EXPERIENCE
MetLife Securities, Somerset, NJ 2012 - 2015
CashieringSpecialist
 Processed IRA Distributions to clients, and also disbursements from Qualified Retirement Plans, ensuring clients
receivedtheirpaymentsinatimelymanner.
 Gained a firm knowledge of due to death, disability and divorce procedures and paperwork requirements, which
allowedforaccurate processingbyeliminatingerrors.
 Responded to inquiries from the field through email correspondence and submitted tax correction requests for
accounts havingprocessingerrors,whichincreasedaccuracyandproductivity.
 Processed incoming checks into brokerage and advisory accounts on the same day received, and became
knowledgeable with the treasury system used for scanning checks to the bank, which ensured that clients'
transactionswere processedinatimelyandaccurate manner.
CustomerService Representative/Series6Licensed 2006 – 2012
 Under limited supervision, answered phones in an incoming call center from 4 different broker dealer groups,
whichincreasedproductivityandclientsatisfaction.
 Received, evaluated and answered customer inquiries, field force and financial advisors, which helped increase
clientconfidence inourproducts.
 Assisted in the paperwork requirements for brokerage accounts, directly held mutual fund accounts and annuity
products, and also assisted in filling out forms properly, which helped expedite the account opening and
maintenance process.
 Submitted commission’s inquiries through the proper channels, which ensured our representatives were getting
properpay fortheirservices.
 Used computerized systems for tracking and providing information and troubleshooting, and routed
transactions and research requests to the proper departments, which increased client confidence and
dependability.
 Submitted address changes, clerical account maintenance, and check processing requests which kept processes
current.

2. ANNE TALIGNANI
 Trained many of the new hires in the call center, which increased knowledge and accuracy of information
dispersedtoourclients.
Prudential Mutual Fund Services, Newark, NJ 1998 -2006
CustomerService Representative/Series6Licensed
 Under limited supervision and within the established guidelines, provided information to investors, policy
holders, and/or financial advisors, field force and home office staff, which helped gain client confidence in our
services.
 Received, evaluated and answered customer inquiries which were predominantly routing, but may have
requireddeviationfromstandardscreens,scriptsandprocedures,whichhelpedincreasecustomersatisfaction.
 Used computerized systems for tracking, information gathering, and providing information, referrals, routing
transactionsand/ortroubleshooting,whichhelpedclientsmeettax filingdeadlines.
 Answered product, account, policy and service inquiries, resolved problems, and promoted products and
servicesbyrespondingorallyand/orinwriting,whichincreasedclientconfidence andsatisfaction.
 Assessed needs and suggested/promoted alternative products or services, which improved client ease of doing
businesswiththe company.
 Handled most calls and transactions independently, working from home often, which helped in speed of services
and accuracy.
Township of Union Police, Department of Public Safety 1992 - 1998
SeniorClerk Typist
 Secretary to Lieutenant of Planning & Research and Sergeant of Educational Services Bureau. Handled all clerical
responsibilities related to the Training Bureau of the Police Department, which included subjects such as Bomb
Threats, and Megan’s Law, and ensured officers stayed current on policies and procedures within the Police
Department.
EDUCATION/CREDENTIALS
The Cittone Institute, Edison, NJ, Office AutomationSpecialist
J.P. Stevens High School, Edison,NJ
FINRA Series 6-Investment Company Products/Variable Contracts Representative Exam
1/2000-2/2015 (eligible tobe re-activatedthrough1/31/2017)
Company Sponsored Training, Vendor provided application training, Company Sponsored Webinars, Online Facilitation
and Installationof RemoteAccessSoftware/downloads,FINRA PreparationCourse Work,FINRA,ContinuingEducation
SKILLS
MicrosoftOffice, MicrosoftOutlook,MicrosoftLync, LotusNotes, LotusSametime, AvayaCentreVuSupervisor,AvayaIP
Agent,SoftPhone,VOiP, Citrix,PaniniVisionXCheckScanner.