Anne Kolahal
age ~57
from Bay Shore, NY
Anne Kolahal Phones & Addresses
- Bay Shore, NY
- Jersey City, NJ
- Jamaica, NY
Work
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Company:CitiNov 2010
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Position:Fund administrator
Education
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School / High School:CFE Association of Certified Fraud Examiners2010 to 2010
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Specialities:Fraud Prevention
Skills
Bloomberg • Mutual Funds • Investments • Investment Banking • Securities
Awards
Presented a Tier 2 award by Robert Smuck, CEO of Citi on August 15th, 2011 for Personal Accountability. • Presented with an award from Philip M. Butterfield, CEO of HSBC, Bermuda on November 29, 2005 for the role of facilitator in the Customer First program. • "Blue Chip Award of Excellence" at Merrill Lynch in 1998 • Achieved highest designation and honours, presented with a letter signed by Robert Shultz, CEO and William D. Packham, COO at Merrill Lynch in June 1996 for exceeding expected educational requirements. • Highest sales for Canada Savings Bonds at Merrill Lynch Nov 1994 • “Still the Best” award at Merrill Lynch Oct 1994 • “Best of the Best” award at Merrill Lynch Oct 1992
Industries
Financial Services
Resumes
Fund Administrator
view sourcePosition:
Fund Administrator at Citi
Location:
Mississauga, Ontario, Canada
Industry:
Financial Services
Work:
Citi since Nov 2010
Fund Administrator
HSBC USA 2007 - Apr 2009
Training Supervisor
Bank of Bermuda, member HSBC Apr 2006 - Sep 2007
Client Account Representative
Bank of Bermuda, member HSBC Jan 2003 - Mar 2006
Client Delivery Senior Administrator
Merrill Lynch Canada Inc. 1985 - 2001
Client Services Officer, Global Wealth Management
Fund Administrator
HSBC USA 2007 - Apr 2009
Training Supervisor
Bank of Bermuda, member HSBC Apr 2006 - Sep 2007
Client Account Representative
Bank of Bermuda, member HSBC Jan 2003 - Mar 2006
Client Delivery Senior Administrator
Merrill Lynch Canada Inc. 1985 - 2001
Client Services Officer, Global Wealth Management
Education:
CFE Association of Certified Fraud Examiners 2010 - 2010
Bloomberg 2009 - 2009
Bloomberg Certification, Core Essentials and Equity Essentials Langevin 2007 - 2007
Certificate, Institutional Techniques for New Instructors Workshop Canadian Securities Institute 2003 - 2003
Certification, Partners and Directors Course
Bloomberg 2009 - 2009
Bloomberg Certification, Core Essentials and Equity Essentials Langevin 2007 - 2007
Certificate, Institutional Techniques for New Instructors Workshop Canadian Securities Institute 2003 - 2003
Certification, Partners and Directors Course
Skills:
Bloomberg
Mutual Funds
Investments
Investment Banking
Securities
Mutual Funds
Investments
Investment Banking
Securities
Honor & Awards:
•Presented a Tier 2 award by Robert Smuck, CEO of Citi on August 15th, 2011 for Personal Accountability.
•Presented with an award from Philip M. Butterfield, CEO of HSBC, Bermuda on November 29, 2005 for the role of facilitator in the Customer First program.
•"Blue Chip Award of Excellence" at Merrill Lynch in 1998
•Achieved highest designation and honours, presented with a letter signed by Robert Shultz, CEO and William D. Packham, COO at Merrill Lynch in June 1996 for exceeding expected educational requirements.
•Highest sales for Canada Savings Bonds at Merrill Lynch Nov 1994
•“Still the Best” award at Merrill Lynch Oct 1994
•“Best of the Best” award at Merrill Lynch Oct 1992
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