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Ross Foster: Senior Account Manager in San Marcos, CA

Ross Foster

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Senior Account Manager
San Marcos | United States
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Summary
Activity
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Work experience
Image Back Office Support Service

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
Image Back Office Support Service

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
Image First Investors Corporation

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
Image Golden Gate University

Golden Gate University

Masters of Business Administration | 2012 - 2014

Image Sonoma State Univeristy

Sonoma State Univeristy

Bachelors of Science | 2001 - 2005

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1501 Lincoln Blvd.#1014 Venice, CA. 90291