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Victor N'GUESSAN

NEW YORK

En résumé

Manage the daily administration of over 100 DC corporate 401(k) retirement plans with more than 10,000 participants and 250 millions in assets. Manage relationship with sponsors, assist and educate them through the installation process. Support TPAs, brokers/agents and field offices to meet client expectations and sales goals.

QUALIFICATIONS:

• Licenses: NASD Series 6. willing and able to obtain the Series 7 and 63 licenses

•Language skills: Bilingual French

•Excellent communication and interpersonal skills.

•Strong PC skills: Word, Excel, PowerPoint, Access and OMNI PLUS

•Flexibility to meet established timelines while managing multiple projects.

Mes compétences :
Bilingual
Finance
Financial services
MBA
USA

Entreprises

  • ING - Plan Manager

    2001 - maintenant

  • ING/AETNA FINANCIAL SERVICES - PLAN OPERATIONS ANALYST

    2000 - 2001 Researched, corrected and documented mutual funds interfund exchanges, allocation change errors and account balance discrepancies for the company’s largest 457 Deferred Compensation Plan. Developed and implemented procedural changes that reduced the number of backdated transactions by more than 50% thus reducing the company’s financial losses. Excellent abilities in project management. Mastered the use of OMNI PLUS the leading financial record keeping software.

  • SALOMON SMITH BARNEY - SALES / RESEARCH ASSISTANT

    Annecy 1999 - 2000 Managed administrative duties essential to providing superior client service. Provided statements, stock quotes and transfers, margin calls, confirms, journals, check requests, ACATS, etc. Opened new accounts based on clients’ suitability. Assisted the Financial Consultants in developing business strategies to attract new and retain old clients. Provided Equity research from Bloomberg, S&P 500, Smith Barney Research and other sources to the Financial Consultants.

  • ALDIN ASSOCIATES - RETAIL MANAGER

    1993 - 1999 Scheduled and delegated work assignments. Managed cash flow, inventories and supplies. Hired, trained and empowered new employees, improving overall teamwork. Ensured compliance with all personnel policies and procedures. Reduced inventory shrinkage from 6.5 % to less than 1 %.Increased sales 20% thanks to excellent merchandising.

Formations

Pas de formation renseignée

Réseau

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