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Erin K. West 330 Marble Lane Johnstown, CO 80534 720-421-7300, [email protected] EDUCATION MIAMI UNIVERSITY, Oxford, Ohio (May 1992), Graduated Cum Laude B.S. in Mass Communications, Minor in Anthropology. PROFESSIONAL WELD RE-5J SCHOOL DISTRICT EXPERIENCE Substitute Teacher - All Grade Levels (May 2010-Present) GREELEY SCHOOL DISTRICT 6 Substitute Teacher - All Grade Levels (April 2013-Present) 2 PLACES AT 1 TIME, Fort Collins, CO – Virtual Concierge (Sept. 2012-present) TEMPORARY WORK PenSys Inc.,Fort Collins, CO – Administrative Assistant/Receptionist Hach Company, Loveland, CO - HR Assistant, Receptionist MERRILL LYNCH Executive Assistant, Senior Associate (May 1999-June 2009) · Assisted Branch Manager with servicing their high net worth clients · Supported brokers in their marketing and sales efforts · Opened, maintained, and supervised managed client accounts LEHMAN BROTHERS Operations Generalist, Trading Services Department (June 1997-May 1999) · Operational and trading support for Institutional and Retail brokers · Settled all DVP transactions and monitored margin calls · Monitored ACATS progress and option strategy approvals SANFORD C. BERNSTEIN & CO., INC. Pension Asset Associate (Feb. 1996-June 1997) · Assisted Advisor and large asset clients with questions and concerns · Prepared customized monthly and quarterly performance reports · Processed client specific investment planning analyses MCDONALD INVESTMENTS Investment Associate, Fixed Income branch office (May 1995-Feb. 1996) · Assisted brokers and customers with trades and DVP settlements · Coordinated office procedures and functions · Planned events and travel arrangements

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Page 1: Resume Erin K West 2

Erin K. West330 Marble Lane

Johnstown, CO 80534720-421-7300, [email protected]

EDUCATION MIAMI UNIVERSITY, Oxford, Ohio (May 1992), Graduated Cum LaudeB.S. in Mass Communications, Minor in Anthropology.

PROFESSIONAL WELD RE-5J SCHOOL DISTRICTEXPERIENCE Substitute Teacher - All Grade Levels (May 2010-Present)

GREELEY SCHOOL DISTRICT 6Substitute Teacher - All Grade Levels (April 2013-Present)2 PLACES AT 1 TIME, Fort Collins, CO – Virtual Concierge (Sept. 2012-

present)

TEMPORARY WORKPenSys Inc.,Fort Collins, CO – Administrative Assistant/ReceptionistHach Company, Loveland, CO - HR Assistant, Receptionist

MERRILL LYNCHExecutive Assistant, Senior Associate (May 1999-June 2009)· Assisted Branch Manager with servicing their high net worth clients· Supported brokers in their marketing and sales efforts· Opened, maintained, and supervised managed client accounts

LEHMAN BROTHERSOperations Generalist, Trading Services Department (June 1997-May 1999)· Operational and trading support for Institutional and Retail brokers· Settled all DVP transactions and monitored margin calls· Monitored ACATS progress and option strategy approvals

SANFORD C. BERNSTEIN & CO., INC.Pension Asset Associate (Feb. 1996-June 1997)· Assisted Advisor and large asset clients with questions and concerns· Prepared customized monthly and quarterly performance reports· Processed client specific investment planning analyses

MCDONALD INVESTMENTSInvestment Associate, Fixed Income branch office (May 1995-Feb. 1996)· Assisted brokers and customers with trades and DVP settlements· Coordinated office procedures and functions· Planned events and travel arrangements

Customer Service, MCD Relationship Accounts (Sept. 1993-May 1995)· Sole management of department for extended time· Assisted brokers and clients with questions on central asset account· Maintained daily settlement with Bank One

New Accounts Representative (Oct. 1992-Sept. 1993)· Opened and maintained new accounts, documents, and database

COMPUTER MS Office Word, Excel, PowerPoint, Publisher, Outlook, ACT!, Salesforce

References-Available upon request