Ross Foster: Senior Account Manager in San Marcos, CA
Ross Foster
Senior Account Manager
San Marcos | United States
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Work experience
Back Office Support Service
Senior Account Manager | 02/2010 - Current
-Manage a team of 15 employees
-Adept with PortfolioCenter Software by Schwab
-Trouble shoot problems for firms account managers
-In charge of all new client database set up
-In charge of researching all corporate actions and creating instruction documents for the firm on how to best process the corporate actions
-Perform comprehensive audits on databases and report findings and recommendations
-Prepare quarterly billing and performance reports and handle specific financial advisor requests
-Perform daily upkeep of financial advisors database: Daily reconciliations of database, daily processing of data,
-Responsible for database conversions and one time projects
-Manually enter data from custodians to rebuild historical data
-Correct processing of corporate actions
-Provide detailed and informative answers to advisor related questions and requests
-Knowledge of financial institutions and transactions to ensure accurate accounting and reporting
-Provide excellent customer service to firms clients
Back Office Support Service
Account Manager | 02/2007 - 02/2010
-Prepare quarterly billing and performance reports and handle all financial advisor questions and requests
-Perform daily upkeep of financial advisors database, from daily reconciliation to generation of historical data from custodians
-Responsible for database conversions and one time projects
-Correct processing of corporate actions
-Maintain knowledge of financial institutions and transactions to ensure accurate accounting and reporting
-Provide excellent customer service to firms clients
First Investors Corporation
Financial Services Representative | 10/2006 - 01/2007
-Consulted with clients and businesses about banking, securities, insurance and related services
-Provide high level client service and investment advice to academic professionals regarding retirement accounts and planning
-Tailored financial advice on investments and purchases of financial products to best suit each customer’s needs
-Meet with clients regularly to manage needs and financial situations
-Sought opportunities to grow business and drive sales by developing a strong client base
-Earned SEC Series 6, 63 licenses and California Life Insurance license
Education history
Golden Gate University
Masters of Business Administration | 2012 - 2014
Sonoma State Univeristy
Bachelors of Science | 2001 - 2005
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