1. Joyce Ann Lotkowski
926 Clyde Lane
Philadelphia, PA 19128
(215) 514-7786
joycelotkowski@mail.com
PROFESSIONAL STATEMENT
 Experienced professional with 20 years in mutual fund/money market support
 Proven ability to deliver exceptional customer service to clients while meeting challenging deadlines
required by the nature of the business
 Operates with purpose and initiative to resolve unexpected obstacles in a fast-paced environment
 Able to communicate effectively with all organizational levels, build positive relationships and enlist the
participation of team members.
PROFESSIONAL EXPERIENCE
Lincoln Investment Jenkintown, PA
Assistant Branch Administrator September 2016 - Present
AMG Funds LLC, Conshohocken, PA
SeniorAssociate August 1998 – July 2016
 Provide operational and website based phone support to 3,350 clients/350 advisors
 Support 8 member sales team with operations issues/questions
 Track daily model changes for trade activity falling outside standard parameters
 Reconcile accounts housed on programwebsite against the custodian database with an account value of
$97, 600,00
 Perform daily quality control checks to maintain conformance with policies
 Monitor custodian website for account processing issues/questions
 Assist Team Leader in resolving account processing issues/questions
 Create and distribute monthly/quarterly sales reports to participating broker dealers, client correspondence
for new accounts and new advisorwelcome packages
 Distribute quarterly fee reports
CoreStates Investment Advisors Philadelphia, PA
SeniorInvestment Officer June 1989 – August 1998
 Actively managed three CoreStates mutual funds and 85 corporate money market accounts with an account
value of over $1.5B
 Prepared presentation materials and performance reports for funds and accounts
 Serviced clients though quarterly meetings and continued correspondence
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SKILLS
 Vendor desktop applications, OnBase, Custodian applications (Image, Surpas)
 Proficient in Microsoft Office Suite
PROFESSIONAL LICENSES
 FINRA Series 6 and 63