tara mastalerz

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...

Country

united states

City

seekonk

Industry

financial services

Skill

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

brown brothers & harriman

analyst

brown brothers & harriman

2005-6 - 2005-8 · 3 mos
merrill lynch

service elevation team

merrill lynch

2010-6 - 2011-2 · 9 mos
merrill lynch

set margin - ad hoc projects - reporting and modeling

merrill lynch

2009-6 - 2011-2 · 1 yr 9 mos
bank of america merrill lynch

priority service response - escalations desk

bank of america merrill lynch

2008-6 - 2010-6 · 2 yrs 1 mo
bank of america

psa and trading queue - investment specialist

bank of america

2006-6 - 2008-1 · 1 yr 8 mos
cvs pharmacy

supervisor

cvs pharmacy

2004-6 - 2005-5 · 1 yr

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

kenyon insurance agency

administrative assistant and customer service representative

kenyon insurance agency

1999-9 - 2002-1 · 2 yrs 5 mos

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

2011-2 - Present · 15 yrs 8 mos

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

seekonk high school

1997-1 - 2001-1 · 4 yrs 1 mo

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

bryant university

business administration

2002-1 - 2006-1 · 4 yrs 1 mo

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)

tara mastalerz's Contact Information

Email

******@***.com

Phone

(**) *** ****

Find the Right Leads
Find Verified Contact Data

Try with: Jensen Huang @ nvidia.com Click to autofill
LeadContact awards, five-star ratings, and GDPR compliance badges

What LeadContact does well

Find verified emails, phone numbers, and decision-makers with 98% accuracy.

Find Leads

Find Leads

Find the right people by company, role, industry, location, and more.

925M+ professional profiles

Find Leads
Find Emails

Find Emails

Access verified email addresses for your target contacts.

657M+ emails

Find Emails
Find Phone Numbers

Find Phone Numbers

Get cross-validated phone data from multiple top sources.

239M+ phone numbers

Find Phone Numbers

More Accurate. Lower Cost.

Find contact data in 1 tool with 98% accuracy

LeadContact integrates leading enrichment tools to deliver more accurate contact data—without paying for each one.

LeadContact Logo
Competitor Tools

All these = $289 per month

Great conversations start with the right contact.

It’s time to find yours.