Alvin F. Bradshaw has over 20 years of experience in financial services and customer service roles. He is currently a District Manager at Primerica Financial Services, where he assists individuals with investing and insurance needs. Prior to this, he held various customer service roles at Bank of New York Mellon, Bank of New York, Computershare, and Equiserve, where he responded to client inquiries, researched accounts, and provided support. He has a high school diploma from Bergenfield High School and is licensed in life insurance and Series 6.

1. Alvin F. Bradshaw
32 Hillside Ave Bergenfield NJ 07621
Home Phone 201 387 2818
Cell Phone 201 936 3359
Email alvb23@yahoo.com
PROFESSIONAL EXPERIENCE
02/08 – Present Primerica Financial Services The largest independent financial services marketing
company in the north America
District Manager
Assisting individuals with investing in mutual funds (stocks/bonds) , IRA's
(Roth/Traditional), Annuities (fixed/variable), Rollovers (old 401k's/ profit sharing/
pensions), College Plans (529's/ Child IRA's), 401 (K) ,Life Insurance (Individual /
Buy Sell / Key Person),
Servicing Companies: MetLife Investors , Legg Mason , Invesco , Lincoln Financial
Group , Franklin Templeton , ING 401 (k) , American Funds , Pioneer Investments ,
Genworth Financial , American Century investments , Primerica Life Insurance
• Life & Series 6 licensed
• Train & developed a staff of ten agents
08/05 – 01/08 Bank of New York Mellon (Formerly Mellon Investment Services)
The Bank of New York Mellon is a leading asset management and securities services
company, uniquely focused to help clients manage and move their financial.
Special Handle Representative (Call Center Project Team)
Project Team handled all complex client complaints for several call centers local and report
result to account mangers. Provided supervisor flood coverage for fifty Customer service
representatives for high volume tax season. As a Special Handle Representative had to
review calls, provided suggested feed back to supervisor for corrective action.
 Assisted with supervisor callbacks and inquires
 Monthly, weekly, and daily client service manager report
 Author of the customer service information center system. Client updates, posting.
01//05 – 08/05 Bank of New York
Investor Services/Processing Correspondent
 Respond to shareholder written inquiries regarding their stockholding accounts
1997 – 08/04 Computershare (Formerly EquiServe)
The leading stock transfer agent in the United States maintains millions of shareholder
accounts for almost 1,300 public corporations and closed-end funds. From viewing account
balances to making additional investments
Customer Service Representative IV
Detailed troubleshooting, researching closed account, transfer, broker movement using
DRS profile system, verified the status of open and cashed checks
Responsibility includes trained new and temporary customer service representatives on
various programs.

2.  Client assist with various inquires (maintaining reserve accounting log)
 Maintained client employee insider trading log quarterly.
 Daily floor supervisor, handle anxious shareholders
 Assisted with supervisor callbacks and inquires
 Shareholder adjustment, Buying and selling shares
 Debit and credit nominee account with share proof
 Fund movement with cash proof.
 Tax adjustment, Backup with holding refund, Dividend-reporting adjustment.
Alvin F. Bradshaw
263 E Pleasant view Ave 4 ~ Hackensack NJ 07601
Home Phone 201 546 1073 Cell Phone 201 936 3359 ~ Email alvb23@yahoo.com
1996 – 1997 Equiserve (Formerly First Chicago Trust of New York)
Processing Correspondent/Investor Services
 Perfecting the Skill of providing shareholder with information on their stock
 Processed correspondence – By Faxing and mailing out proper documents
 Shareholder request
 Daily telephone and correspondence report
EDUCATION
Bergenfield High School (1984-1987)
General Studies, Typing I, II, III
Academic Diploma
OTHER SKILLS
 Dinq (policyholder display)
 Sinq (Shareholder display) Customer service Gateway, AWD, DLV,
 Customer service Fairway, Colbent,
 Excellent Communication Skills.
References available upon request