
tara mastalerz
free agent
About
Free Agent. Life. February 2011 – Present (4 years 8 months)Attleboro, MA .... September 1999 – January 2002 (2 years 5 months)Seekonk, MA. Responsible...
united states
seekonk
financial services
sharepoint designer, powerpoint, excel, research, financial reporting, business analysis, continuous improvement, customer relations, web design, financial analysis, competitive analysis, writing, word, team leadership, visual basic, usability testing, business strategy, photoshop, strategic planning, problem solving, illustrator, innovation, employee relations, documentation, microsoft office, adobe acrobat, network administration, data analysis, risk management, communications planning, presentation development, technical presentations, development of training materials, training and development, escalation management, conflict resolution, cross functional team leadership, organizational behavior, process development, margin analysis, financial modeling, technical writing, computer maintenance, operations management, information technology, electro mechanical troubleshooting, communication skills, information management, operating systems, computer repair
Experience

analyst
brown brothers & harriman

service elevation team
merrill lynch

set margin - ad hoc projects - reporting and modeling
merrill lynch

priority service response - escalations desk
bank of america merrill lynch

psa and trading queue - investment specialist
bank of america

supervisor
cvs pharmacy
Promoted to supervisory role within two months of hire date Responsible for any customer escalations, authorizing/processing overrides & exceptions, inventory management, budget forecasts, weekly store-wide ordering/delivery, assigning jobs to others (i.e. which people were stationary cashiers, which were backup,what areas of the store they were responsible to 'face' and clean) -one of few who would work seasonal 'overnights' when the entire store was remodeled with new products and seasonal design depending on the time of year (Halloween setup, Christmas,etc.) -worked towards establishing an organized backroom system for inventory, which previously was chaos and left most product still in boxes piled around the backroom and not properly cycled out to the front of the store or easy accessible if needed by an employee. -Assisted establishing annual budget report for review by district management

administrative assistant and customer service representative
kenyon insurance agency
Responsible for managing commercial liability claims for numerous accounts, reviewing liability incident reports submitted by our client companies, processing the claim into our system and forwarding the claims to the adjustor at our partnering insurance companies, serving as the point of contact if the client, claimant, or adjustor had any questions - Worked independently on numerous projects related to the insurance industry, managing organization of policies and documentation for each client file -prepared mailings/faxes for clients and partners -Drafting outbound client communications from the agency regarding their account or actions that needed to be taken

free agent
Work remotely/from home, consulting, ad-hoc projects, network administrator (oversight of security, group policy, peripherals, remote access, maintenance and troubleshooting), technical writing/research, web design, communications, information management
Education
seekonk high school
High School completed with high honors, completion of AP courses and associated AP Exams earning college credits towards 3 courses Activities and Societies: National Honor Society
bryant university
business administration
ACHIEVEMENTS: Magna Cum Laude Concentration GPA: 3.9, Overall GPA: 3.7 Brokerage Licenses: Series 7 (2005) and Series 63 (2006) Dean's List Scholarship, National Honors Society, Sponsored by Fidelity Junior year to attain Series 7 RELEVANT COURSEWORK: Securities Brokerage, Financial Modeling, Investments, Capital Budgeting & Long Term Financial Decisions, Financial Management, Real Estate Finance, Financial Institutions & Markets, Risk Management & Insurance, Personal Selling, Computer Information Systems, Legal Studies in the Business Environment, Financial & Managerial Accounting, Economics, Statistics, Visual Basic/Intro to Programming Activities and Societies: Finance Association, Marketing Association, Brown University Business Plan Bootcamp, Campus-wide Mock Trading Competition (4th)
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