michael miranda

* Integral team member developing and handling the growth of the company from $2,400,000 in 2005 revenue to more than $4,000,000 in 2007 revenue. * Restructured company operations with designated business units focused on core competencies to reduce costs, increase productivity and raise profitability in addition to improving client retention and minimizing staff turnover. * Implemented operational and business workflow for new investment platform. * Managed daily operations which included: confirming and reconciling equity, fixed income and mutual fund trades and positions, and cash reconciliations. * Developed custom programming specifications for departmental requirements. * Augmented and maintained internal reporting systems. * Confirmed month end pricing and to ensure customer statements would be accurate. * Developed and implemented Business Continuity/Disaster Recovery plan without compromising customer service. * Member of the Fiduciary and Investment Review Committee.

* Administered over 350 Trust Accounts and Investment Agency Accounts involving asset values of over $110 million. Worked closely with bank executives and financial agents in promoting all trust services and bank products. * Designed and prepared new internal reporting systems to track key metric and financial performance data for management and the Board of Directors. * Liaison between tax vendor to ensure that all 1041s, 1099s, 1099-Rs and 5498 were completed * Earned a strong reputation among agents for providing customer-focused solutions.

* Lead the trust support team and ensure proper funding and compliance with standards. Oversaw trust agreements and new business review to determine if company could act as a corporate trustee. * Supplied technical support to Financial Advisors and handled all aspects of financial reporting. * Developed and implemented new procedures for the flow of new business to limit the number of new business rejections. * Coordinate Conversion services by communicating with Administration, Investment Management, Operations, Tax Department, Real Estate, Attorneys, and Co-Trustees. * Developed fee reporting process to ensure that all reported fees were being collected and accurately represented to management.

* Maintained efficient operations of the Personal Trust Support Department to facilitate delivery of high quality services to clients and Financial Advisors. Handled administrative tasks for high profile trust accounts. * Surpassed expectations to transition business to a customer-focused model with defined measures, incentives for client retention and positive interaction; efforts resulted in promotion. * Instrumental to outstanding service delivery by assisting with development of a strong, collaborative team and ensuring optimal utilization of systems and operational resources. * Developed and maintained performance reporting system. * Designed and implemented procedures for and Automatic Work Distributor.

Hired to manage and maintain personal trust accounts with responsibility for legal documents and investment analysis and recommendations. Consulted with Financial Advisors regarding estate planning on a daily basis. Teamed with management to devise policies, procedures and an integration program to attract financial representatives and grow business. Contributed to creation of a customer service program.

Completed post graduate courses to qualify for the CPA"]