Kristin McDaniel
Pittsburgh
Summary
Dynamic professional with a proven track record at MassMutual, adept in follow-up coordination and file organization. Expertise in streamlining transaction processes and enhancing team efficiency, demonstrated through meticulous management of trade documentation and staff supervision at Triangle Bar and Grill. Skilled in data entry and committed to maintaining high accuracy in financial transactions.
Overview
2025
2025
years of professional experience
Work History
Broker Assistant
MassMutual
- Managed documentation related to trade executions and settlements, facilitating smooth transaction processes for clients.
- Streamlined communication between brokers and clients, maintaining organized records of correspondence for easy reference.
- Facilitated seamless transition of accounts during broker changes by effectively coordinating with both internal teams and clients.
Restaurant Manager
Triangle Bar and Grill
09.1998 - Current
- Carefully interviewed, selected, trained, and supervised staff.
- Reconciled cash and credit card transactions to maintain accurate records.
Education
Bachelor Of Arts - Education
Carlow University
Pittsburgh, PA06.2002
Skills
- Follow-up coordination
- File organization
- Data entry proficiency
- Property valuation
Timeline
Restaurant Manager
Triangle Bar and Grill
09.1998 - Current
Broker Assistant
MassMutual
Bachelor Of Arts - Education
Carlow University
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