final resume

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BENJAMIN N. ARNOLD 9449 N 49 th St, Brown Deer, WI 53223 (920) 450-3739 [email protected] “Don't go around saying the world owes you a living. The world owes you nothing. It was here first.” – Mark Twain Experience UMB FUND SERVICES, Milwaukee, WI – October 2012-December 2015 Hybrid: Broker Dealer Representative/AI Output (promoted from Investor Services Representative I) AI Output Direct the daily/monthly/quarterly Alternative Investment statements processing Provide quality control for AI shareholder/advisor/interested party statements Consult with output vendor to ensure optimal efficiency Streamline procedures for more effective productivity Broker Dealer Representative QC for the new IVR Analyze, research, and resolve shareholder concerns Provide swift and accurate assistance to clients Educate and inform 50+ shareholders daily about mutual funds and products Process mutual fund transactions Submit confidential literature as requested by clients Update investor services resource portal Train new employees on company policies, guidelines, and performance expectations Lead a financial control group responsible for reconciling fund balances and shareholder activity to ensure 100% accuracy Maintain FINRA Series 6 licensure Continue intensive industry training and departmental cross-training Remain current on IRS rules and SEC regulations regarding investments THE WALT DISNEY COMPANY (Pecos Bill-Magic Kingdom), Orlando, FL - August 2011- January 2012 General Teller (promoted from Trainer after second month) Accountable for all revenue transactions during operating hours Responsible for all sales and revenue bookkeeping Supervised 10-15 cashiers and all registers Audited cash drawers Trainer (promoted from Counter/Kitchen/Cashier within first month) Trained all cast members on moral and fundamental standards at Disney restaurant Acted as an exemplary role for cast members to follow Remained up-to-date on current events and new items at Pecos Bill Counter/Kitchen/Cashier Provided quality service and food product for guests Provided quick and accurate money exchange with guests

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Page 1: Final Resume

BENJAMIN N. ARNOLD9449 N 49th St, Brown Deer, WI 53223 (920) 450-3739 [email protected]

“Don't go around saying the world owes you a living. The world owes you nothing. It was here first.” – Mark Twain

ExperienceUMB FUND SERVICES, Milwaukee, WI – October 2012-December 2015 Hybrid: Broker Dealer Representative/AI Output (promoted from Investor Services Representative I) AI Output

Direct the daily/monthly/quarterly Alternative Investment statements processing Provide quality control for AI shareholder/advisor/interested party statements Consult with output vendor to ensure optimal efficiency Streamline procedures for more effective productivity

Broker Dealer Representative QC for the new IVR Analyze, research, and resolve shareholder concerns Provide swift and accurate assistance to clients Educate and inform 50+ shareholders daily about mutual funds and products Process mutual fund transactions Submit confidential literature as requested by clients Update investor services resource portal Train new employees on company policies, guidelines, and performance expectations Lead a financial control group responsible for reconciling fund balances and shareholder activity to ensure

100% accuracy Maintain FINRA Series 6 licensure Continue intensive industry training and departmental cross-training Remain current on IRS rules and SEC regulations regarding investments

THE WALT DISNEY COMPANY (Pecos Bill-Magic Kingdom), Orlando, FL - August 2011-January 2012 General Teller (promoted from Trainer after second month)

Accountable for all revenue transactions during operating hours Responsible for all sales and revenue bookkeeping Supervised 10-15 cashiers and all registers Audited cash drawers

Trainer (promoted from Counter/Kitchen/Cashier within first month) Trained all cast members on moral and fundamental standards at Disney restaurant Acted as an exemplary role for cast members to follow Remained up-to-date on current events and new items at Pecos Bill

Counter/Kitchen/Cashier Provided quality service and food product for guests Provided quick and accurate money exchange with guests Managed the dining room during busy days of the year

Skills and Achievements Proficient in Hyperion Interactive Reporting Studio, SOS Entry Program and Microsoft Office (Excel, Word,

Powerpoint, Access) Wrote operation manual for Alternative Investment statement output Working with guests at Disney and shareholders on the phone honed my ability to work under pressure Experience with third party collaboration to ensure the task at hand is completed Ability to speak in front of large groups Nominated for the ‘Count on More’ Award for the quality control of the new Interactive Voice Response

System (IVR) Customer Service award winner for Payden Funds, Wasatch Funds and Longleaf Funds

EducationWISCONSIN LUTHERAN COLLEGE, Milwaukee, WI Bachelor of Arts Degree in Business Administration, with an emphasis in Finance

Page 2: Final Resume

History Minor