1. OBJECTIVE
To secure a role as Financial Operations Specialist II
Over 25 years of Financial, Cashiering,and Customer Service experience.Cage research within the
operations department for various major Wall Street firms,including balancing ofthe firms (unsecured debit
report) margin departmentand institutional trades.Proficientin physical securityclearing and settlementof
every type of stocks and bonds.Assumes responsibilityto complete projects within time and budget
constraints,both independentlyand on teams.Always searching for new ideas on how to speed up and
redesign the processing/imaging ofdocuments.Proficientin how an operations departmentshould be
coordinated and run within the rest of the firm. (10 years Cage experience)
EDUCATION
Certified in General Business, Mesa AZ 1996-1997
IIA College, School of Business
EXPERIENCE
Dakota Bar and Wine and Roses Bar, New York City, NY 2013-2015
Logistics Coordinator
 Processing ofall cash and revenue transactions
 Validated quality control of the various business processes and services
 Managed the inventory of all liquor and beverages
 Customer and public relations
 Putting together greeting execution plans
 Monitor all repairs and maintenance ofthe physical plant
 Processed all updates oflicenses and permits
 Adherence and implementation ofall companypolicies
Sage Point Financial, Phoenix, AZ 2009-2011
Retirement and Trust Specialist II
 Received, reviewed,and processed check requests and wire transfers for benefits program
payments through the Image system.(Alternative Investments Specialist)
 Administers 401(k) program including coordination ofall third party vendor activities and services
 Perform analytical/administrative responsibilities ofthe company's defined contribution plans
 Processed one multi-employer and internallydefined benefitplans
Edward Jones Investments, Tempe, AZ 2006-2008
Document and Image Specialist
 Responsible for expediting and processing mutual fund transfers from all preferred venders
 Ensure that the team complies with the companydepartmentpolicies and procedures
 Meet and exceeded established departmentservice levels
 Reviewed and cleared all physical documents related to accounttransfers
 Identified various types of documents and processed them appropriately
Wells Fargo Bank, Tempe, AZ 2004-2006
Retirement and Trust Specialist II
 Processed all types of home loans including re-financing and loan modification
 Satisfied all outstanding conditions before moving loans to closing
 Verified all documents needed with the title companyto finalize a loan for closing
 Completed lastminute underwriting
 Cleared loan documents for wiring and loan funding
Charles Schwab and Company, Phoenix, AZ 2000-2004
Operations Specialist II
 Processed various investmentchecks and physical securities.
 Imaging and controlling oftransfer accountdocuments
 Reviewed accountlinking issues as over flow work comes into the center
 Provided support with depositand negotiabilityof all domestic and foreign securitycertificates
 Balanced incoming check entries and closings being forwarded to bank
Software
Advent, Accounting Basics,MicrosoftWord, Microsoft Excel, DOS & Windows
ANDREWPASSERO
1856CableDriveTomsRiverN.J.08753CableDriveTomsRiverN.J.08753Contact480-327-7113
kpassero22@gmail.com