1. Nathan Thomas
617-504-6303 · Nathan.Lamar.Thomas@gmail.com
Professional Experience
Sun Life Financial, Wellesley MA July 2014 - Present
Operations Control – Commissions Analyst, Commissions
· Reconcile broker commission payments for various types of insurance policies
· Provide detailed analysis to ensure accuracy of premium rates and commission calculations
· Point of contact with US Banking, Accounting to ensure all checks and EFT’s are accounted for and
delivered within standard
· Review all commission transactions using a shared drive reconciliation system
· Research discrepancies between multiple Compensation administration systems
· Work to resolve discrepancies with Group Premium and technical support group
NewYork Life, Waltham MA December 2013 – July 2014
Distribution – Sales Agent
· Provided service to clients’ changing insurance needs by selling life, health and disability insurance
· Developed base for long term sources of clients by using referrals, occupational and special interest
groups to compile lists of prospects
· Determined client’s particular needs and financial situations by scheduling fact finding appointments
· Developed a coordinated protection plan by calculating and quoting rates for immediate coverage action
and long term strategy implementation
State Street Corporation, Quincy MA February 2005 – March 2008
Portfolio Accountant
· Analyzed daily fund activity, fund compliance and performance of largest State Street account
· Identified, researched & resolved variances associated with complex mutual funds
· Analyzed trends and performed calculations to accurately compute the net asset values
· Handled daily reconciliation of domestic and foreign cash accounts
· Reconciled accounts using general ledger principles for various clients on a weekly basis
· Reconciled share variances on all daily, weekly and monthly transactions
· Resolved trade discrepancies by communicating with clients and supervisors
· Excelled in team setting executing transactions for 200 domestic & international mutual funds
· Executed SWIFTS and wires in off shore markets which include Taiwan, Korea and India
· Created client specific reports on monthly, quarterly and annual basis
· Achieved “Top Portfolio Administrator”
Education
Colgate University — Bachelor of Liberal Arts Philosophy & Religion Major
Blair Academy — Post Graduate
Walpole High School
Massachusetts Licensed Insurance Producer