frank gillen

* Perform daily cash reconciliation of several domestic and international funds. * Identify and research balance differences between custody and internal accounting to ensure the reliability of the information in the books of record used for fund pricing and investment management. * Establish and maintain an effective working relationship with both internal and external business partners.

* Collaborate with peers in problem solving discussions revolving around operational efficiency within the retail investment group. * Analyze and interpret financial data for individual client requests. * Conduct weekly data analysis for process improvements. * Participating in the first phase of Vanguard’s lean management transformation led by global management-consulting firm McKinsey & Company.

* Reconciled and provided maintenance of portfolio positions and transactions between SEI's portfolio accounting system, Advent Geneva, and the portfolio's custodian or prime broker. * Assisted in the conversion of the company’s nine largest clients to a new reconciliation platform. * Created and distributed three daily reports to managers and administrators.

* My responsibilities as a Credit Analyst at Firstrust Bank include: * Evaluating clients’ financial statements in order to determine the degree of risk involved in short and long-term lending. * Constructing credit reports for senior management incorporating cash flow analysis, collateral analysis, and guarantor analysis. * Preparing loan documents which range in value from $75,000-$2,000,000.

As a Finance Major at the Fox School of Business, along with the required courses that are necessary to obtain my degree, I am also involved in a few organizations that are geared towards Finance. The organizations I belong to are the Financial Management Association (FMA), Temple University Investment Association (TUIA), and The Fox Fund, which is an investment organization that teaches you the many aspects of stock valuation. Joining these organizations have helped, and will continue to help accelerate my pursuit in becoming the best student I can possibly be.

Enrolled in General education courses that would be necessary to transfer to a four year university.

Student Government. - Elected Class President Sophomore year (2008-2009) Activities and Societies: Class President, Student Government

Activities and Societies: Financial Management Association, Temple University Investment Association